Our Services
We work with business owners and individuals, offering compliance services (to keep you on track with the IRS and State of Texas) and advisory services (strategic planning for growth, transitions, and wealth).
For businesses
- Tax preparation – Fast, accurate business tax filings.
- Bookkeeping and payroll – Day-to-day support so you can focus on running your company.
- Financial statement compilation – Clear, accurate statements prepared from your records. (Note: we do not offer audits or assurance services.) Good financial statements form the foundation of our advisory work.
- Valuation – Understand what your business is worth for planning, succession, or estate purposes.
- Entity selection and structuring – Choose the right legal structure (LLC, Corporation, Partnership, etc.) to fit your goals.
- Succession and exit planning – Every business changes hands eventually. Whether you plan to sell, transfer to family, or prepare for the future, we’ll guide you through the process.
For individuals
- Tax preparation – Stress-free, accurate tax filing.
- Gift, estate, and trust tax preparation – Specialized support for complex family situations.
- Personal financial statements – A clear summary of your assets, liabilities, income, and expenses.
- Retirement and estate planning – Build a lasting retirement plan while ensuring efficient wealth transfer.
- Gift, estate, & trust planning – Organize your affairs so assets move smoothly and tax-efficiently to heirs.
- Trust management services – Administration support through an external corporate trustee, including investment oversight, mineral management, record keeping, and beneficiary distributions.