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Services
In addition to the core services listed below, I provide customized services to address my clients in the manufacturing, service and not-for-profit industries. Call today 512.346.4499 for a FREE evaluation of your tax, accounting and general business needs. Compare the difference between what you're presently doing and what I can do for you.

These are some of the standard services I provide:
SMALL BUSINESS
  • Tax planning, compliance and return preparation
  • Federal and state taxation
  • Corporation, LLC and partnership formation, conversion and dissolution
  • Audits, reviews, compilations and agreed upon procedures
  • Financial review and reconciliation
  • Start-up ventures
  • IRS representation
  • Analyses and projections
  • Evaluation of accounting systems

  • I would like to be your small business advisor, to offer a third-party perspective on your finance and accounting operations, as well as other areas like sales and marketing, customer service and operations.

    INDIVIDUAL
  • Tax planning and return preparation
  • Federal and state taxation
  • Personal financial and retirement planning
  • Family wealth transfer planning
  • Estate planning
  • Real estate taxation
  • IRS representation

  • I would like to provide superior service in addressing your tax planning and preparation needs as well as offer insight and analyses into areas you might not have considered.

    For CPA's, here's a great cpe company
    www.cpegenie.com
     
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