Tax, bookkeeping, and payroll — for your family and your business
From personal returns to year-round business support, here's who each service is for and what's included.
Individual Tax Preparation
Who it's for — For individuals, families, self-employed workers, and business owners who want their personal return prepared accurately and explained clearly.
Common situations we handle
What's included
- Individual and family returns (Form 1040)
- Self-employment and gig income
- Business-owner personal returns
- Prior-year and amended returns
- ITIN applications and renewals (Form W-7)
- IRS correspondence about individual returns
Business Tax & Planning
Who it's for — For sole proprietors, LLCs, partnerships, and S-corporations and corporations that want accurate returns and year-round planning.
Common situations we handle
What's included
- Schedule C (sole proprietor & single-member LLC)
- Partnership returns (Form 1065)
- S-corporation returns (Form 1120-S)
- Corporate returns (Form 1120)
- Business-owner individual returns
- Estimated-tax guidance & year-round planning
- Prior-year and amended business returns
- IRS and state correspondence support
Bookkeeping & Accounting
Who it's for — For owners who'd rather run their business than wrestle with spreadsheets — and want books that are ready at tax time.
Common situations we handle
What's included
- Monthly and quarterly bookkeeping
- Catch-up and cleanup bookkeeping
- Bank and credit-card reconciliation
- General-ledger review
- Profit & loss statements and balance sheets
- QuickBooks setup and cleanup
- Tax-ready year-end books
Payroll & Business Compliance
Who it's for — For businesses with employees or contractors that need payroll, filings, and reporting handled correctly and on time.
Common situations we handle
What's included
- Payroll processing and pay runs
- Payroll-tax deposits
- Forms 941 and 940
- Texas unemployment reporting
- W-2 preparation
- 1099-NEC and 1099-MISC preparation
- Sales-tax filing assistance
- New payroll setup and year-end support
Supporting Business Services
Practical help getting a business set up correctly — alongside your tax and accounting work.
What's included
- Entity-selection discussions
- LLC and corporation formation assistance
- EIN applications
- S-corporation elections
- New-business accounting setup
- Texas sales-tax registration
- Notary services, when appropriate
- IRS and state notice support
Not sure which service fits?
Request a consultation and we'll help you figure out the right next step — no pressure.