Whether your tax needs are relatively simple or more complex, I can help you maximize your deductions and prepare your taxes to make sure that you don’t pay any more than required by law. My services include:

• Federal Income Tax Returns
• State Tax Returns
• Personal Financial Statements (e.g., required by lenders, etc.)
• Tax Planning and Estimates
• Sole Proprietor Business (Sch C)
• Rental Properties
• IRA, Roth IRA and SEP retirement plan guidance
• IRS Audit Representation

In my 30+ years of experience with both small and large businesses, there is almost nothing that I haven’t seen and dealt with. Put my experience to work, so that you can focus on what’s most important-- running your business.

• Bookkeeping for Small and Medium Businesses
• Federal Taxes
• Corporate Tax (S-Corp, C-Corp)
• Partnership Tax (1065)
• Sole Proprietor (Sch C)
• Limited Liability Company (LLC)
• State Taxes
• State Income Tax
• TX Sales Tax
• TX Liquor Tax
• Franchise Taxes
• Personal Property Tax Renditions
• Entity Setup / Incorporation
• Inventory Management
• General Ledger Setup
• Quickbooks Training
• Payroll Processing
• 1099s and W-2s
• IRS and State Audit Representation
• Sale of a Business

Having worked 4 years as Controller of a not-for-profit as well has having served on the Board of Directors for several local charities, I have a unique perspective on financial and accounting issues encountered by charitable organizations.

• Obtain 501(c) (3) Tax-Exempt Status with IRS (Form 1023)
• Specialized Bookkeeping issues for organizations
• Form 990 Preparation
• 1099s and W-2s