Services

Individual tax returns

Your federal and state return, including moves between states, amended returns and extensions.

Who it is for

• Individuals and families in Waxahachie, Ellis County and the Dallas-Fort Worth area
• People who moved to or from Texas during the year, or earned income in another state
• Anyone who needs to fix a return that was already filed

Business tax returns

Returns for sole proprietors, LLCs, partnerships and S corporations, plus the filings around them.

Who it is for

• Sole proprietors, freelancers and consultants who file a Schedule C
• LLCs and partnerships that file Form 1065
• S corporations that file Form 1120-S

Bookkeeping and monthly close

Reconciled books every month and statements you can read, in QuickBooks Online or Xero.

Who it is for

• Small business owners who want their books done every month instead of in a rush at tax time
• Businesses whose QuickBooks or Xero file has fallen behind or needs cleaning up
• Owners who want a monthly profit and loss statement they can actually use

Business advisory and exit planning

Cash flow, forecasting and the numbers to watch, plus planning for an eventual sale.

Who it is for

• Owners who want a CFO’s view of their numbers without hiring a full-time CFO
• Growing businesses that need a cash flow forecast and a budget
• Owners thinking about selling their business in the next few years

IRS letters and notices

Send us the letter. We explain what it means and help you respond.

Who it is for

• Anyone who has received a letter or notice from the IRS or a state tax agency
• People who are not sure whether a notice needs a response, or by when