Products & Services
We provide assistance in the following areas:
Tax Services for Businesses
- Business Tax Returns - Corporate, Partnership, Estate & Trust, Exempt Organizations
- Financial Statement Preparation
- TX Franchise Tax Returns
- Sales Tax Returns
- Payroll services
- Business Startup Advice including Guidance for Entity Selection
- QuickBooks Instruction, Assessment & Proper Adjustment Revisions
- Buy-Sell Agreement Assistance & Implementation
- Succession Planning
Tax Services for Individuals
- Individual Tax Return Preparation
- Tax Planning
Investments & Financial Planning
- Brokerage Accounts
- Variable & Fixed Annuities
- Life Insurance
- Traditional & Roth IRA's
- Estate & Elder Care Plans
- College Planning
- Retirement Plans - SEP, SIMPLE, 401(k) Plans, 403(b) Plans