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Tax Compliance and Planning

The increasing complexity of our constantly changing tax landscape can make it more difficult than ever to implement an effective long-term tax strategy. A large number of variables must be continuously evaluated to identify planning opportunities. We partner with our clients not only for compliance in filing tax returns, but also by identifying strategies to help minimize tax liabilities and maximize cash flow in current and future years. We are available to our clients year round to answer questions and discuss the implications of actions that might impact their tax liability.

We provide a wide range of tax compliance and planning services including:

  • Income tax planning
  • Prospective transactional analysis
  • Business tax preparation
  • Individual tax preparation
  • State income tax preparation
  • Texas Franchise reporting
  • Calculation of estimated tax payments
  • Entity selection
  • IRS representation
  • Gift tax preparation
  • Estate & Trust income tax preparation
  • Payroll tax reports
  • Information reporting (Forms 1096 and 1099)

QuickBooks and Accounting

Maintaining timely and accurate records is essential for any business. We work with our clients on an individual level to tailor our services to best fit their needs. This could be just about anything including full service monthly bookkeeping; developing record-keeping spreadsheets; QuickBooks set-up and training; or annual records review. We will also work closely with client’s own bookkeepers, staff and third-party providers.

Some of the bookkeeping services we offer:

  • QuickBooks set-up and training (desktop or online)
  • QuickBooks consultation (desktop or online)
  • Bookkeeping (monthly, quarterly, or annual)
  • General ledger and financial statement preparation
  • Compilation reports
  • Payroll processing