Personal Tax and Accounting Services

Whether your tax needs are relatively simple or more complex, we can help you maximize your deductions and prepare your taxes to make sure that you don’t pay any more than required by law. Our 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
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Personal Tax Preparation, CPA
Business Bookkeeping Services

Business Tax and Accounting Services

In our more than 45 years of combined experience with both small and large businesses, there is almost nothing that we haven’t seen and dealt with. Put our 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
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Not-For-Profit Services

Having worked as Controller of a not-for-profit as well as having served on the Board of Directors for several local charities, Mark has 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
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Non-Profit Organization

Mark Was A Lifesaver For Me!

“Mark Wagner was a life-saver for me when looking for an accountant to help me navigate an estate tax return. His knowledge, professionalism and integrity are matched well with his fun personality. I highly recommend Mark to those looking for a new accountant – and even those who aren’t!"

Sherri G.