Tax, books, and planning for Horseshoe Bay.
Every engagement starts the same way: we look at where you are, tell you what we'd change, and quote a flat fee before any work begins.
Tax preparation
Individual, business, and multi-state returns prepared and reviewed by a licensed CPA. If you moved to Texas recently, we reconcile the year you left your old state.
- Individual (1040)
- Business (1120, 1120-S, 1065)
- Multi-state and part-year
- Prior-year and amended returns
Tax planning
Most of the savings happen before December. We model your year ahead and tell you what to do while you can still do it.
- Retirement distribution strategy
- Capital gains timing
- Roth conversion analysis
- Charitable giving structure
Bookkeeping
Monthly books, reconciliations, and financial statements you can read without a translator.
- Monthly reconciliation
- P&L and balance sheet
- QuickBooks setup and cleanup
- Sales tax filings
Business advisory
A quarterly seat at the table: what the numbers say, what we would do, and what it costs to wait.
- Cash-flow forecasting
- Entity structure review
- Owner compensation
- Buy, sell, and succession
Estate & trust
Fiduciary returns and estate coordination handled alongside your attorney, with the beneficiaries kept informed.
- Form 1041 fiduciary returns
- Estate tax coordination
- Gift-tax returns
- Trustee reporting support
IRS representation
An IRS letter is not an emergency if someone who speaks the language opens it. We respond, negotiate, and close it out.
- Notice response
- Audit representation
- Penalty abatement
- Installment agreements
Not sure which you need?
Tell us your situation in a 30-minute call and we'll point you to the right one, even if it isn't us.