I know how frustrating it is to not know what something costs until after the fact. Every service here is a flat fee — and you can build your own estimate before we even talk.
Accurate, on-time 1040 filing for individuals and families across DFW. Simple returns to complex situations — rentals, investments, RSUs, self-employment, and multi-state filing.
Anyone who wants their taxes done right by a licensed CPA — not a software algorithm. Especially valuable if you have rental properties, self-employment income, investments, or multiple states to file in.
Entity returns for sole proprietors, S-Corps, and partnerships. I understand the industries you work in — real estate, restaurants, and retail — and the deductions specific to each.
Bundle your business return with your personal 1040 and save $150. When I already have your business books, your personal return takes a fraction of the time — and those savings pass to you.
Clean books every single month — reconciled, categorized, and delivered with a P&L and Balance Sheet. Always tax-ready, no scrambling at year end.
You send documents by the 5th of each month. I categorize, reconcile, and deliver your financial statements by the 20th. Secure document portal included — no emailing sensitive files.
Proactive strategy to reduce what you owe — not just filing what already happened. S-Corp election analysis, retirement account strategy, entity structure, deduction maximization, and more.
Tax planning sessions are billed at a flat $300/hour with no ambiguity. Most planning questions are resolved in a single 1-hour session. Existing bookkeeping clients receive priority scheduling.