You likely you want to know 3 things about us:
Do we know what we're doing?
Will you get your money's worth?
Will you enjoy working with us?
When we complete a tax return for you, year round tax planning as needed for most situations is just included. This covers planning for unusual events, adjusting estimated tax payments required, evaluating the timing of gains and losses, changes in income types, sources, and amounts, and many other interim items that come up.
If you are considering asset purchases, expansion, staffing changes, or any other major decision - we can help. We can make sure you are using the best information available to analyze your decision and provide a data-driven, objective opinion. This allows us to advise you on the interplay between tax and financial efficiency.
We are experienced in all major tax returns for all major entities regardless of legal structure - Partnerships, LLCs, Sole Proprietors, Corporations, and S-Corporations and their variants. We can represent you before the IRS in the event of an audit or letter examination, and 2 hours of representation are included for any return we prepare free of charge.
Start ups face many important business decisions. We can help with choice of entity and entity formation, applying for licenses, setting up accounting systems, and creating business plans or projections. Further, we can help connect you to other competent professionals who are needed for various start up related issues.
We serve clients in communities in the corridor north and east of Dallas including Richardson, Garland, Rowlett, Sunnyvale, Mesquite, Sachse, Rockwall, and Wylie