Address

 8300 FM 1960 West, Suite 450
 Houston, TX 77070

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Hours

Mon-Fri: 9AM-5PM

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Professional Tax Planning & Bookkeeping Services

Our firm is dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.

We build strategies, systems, and structures to help clients:

  • Maintain accurate records
  • Meet current financial obligations
  • Comply with tax reporting requirements
  • Plan for the future
  • Maximize wealth accumulation

Services

Financial Consulting: Bookkeeping • Bank Reconciliation • Financial Statement Preparation • QuickBooks Services • Individual Consultation

Payroll: Payroll Processing • Vacation, Sick, and Personal Day Accruals • Tax Reporting and EFTPS Deposits • W2, W-3, and 1099 Preparation • Ad Hoc Services

Tax: Tax Preparation • Tax Planning • Creative Solutions to Tax Problems

Non-Profit: Asset Classification Tracking • Donation Management • Grant Reporting • Registration for Tax-Exempt Status • Annual Filing

Advisory Services: New Business Formation • Business Valuation • Internal Controls • Personal Financial Planning

Staff

Our company has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax and bookkeeping to more in-depth services such as evaluation/verification, financial statements, and financial planning.

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Clients

Some of the industries we’ve served include:

Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies

QuickBooks Certified ProAdvisor - QuickBooks Online Certification

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