Is your business facing tax, bookkeeping or estate planning challenges? Book your FREE 30-minute consultation to explore where how we can help.
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Individual Income Tax
Tax season doesn’t have to be stressful when you work with our team. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.
Business Services
Our goal is to provide business owners with a full picture of how their business is doing:
- Full Service Bookkeeping
- Payroll Services
- Sales Tax
- Management Reports
- Cash Flow Management
- Tax Planning
- Retirement Planning
Bookkeeping Services
- Providing financial statements on a timely basis
- Reconciling bank statements, credit card statements, loans, and investments
- Tracking and analyzing accounts payable and accounts receivable activity
- Reviewing your income statement for reasonableness and consistency
- Reporting your financials to you based on the tax basis so your books will always match your tax returns
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Tax Planning
We are a full-service tax office. If anytime during the year, you have a tax question or concern, call us. We like to meet with our clients in June or July for a mid-year tax review and planning session, which is one of the best ways we can help you prepare for next tax season.
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Estate & Trust Returns
Planning for your own personal and financial security, as well as the continued well-being of your loved ones after your death, may seem like an overwhelming responsibility. Let us help you:
- Minimize Taxes
- Asset Protection
- Trusts & Estate Returns
- Gift Tax Returns
Get in touch with us today to
get yourself organized and to turn insight into action and hit your goals!
Serving across Denison, Sherman, McKinney, Allen, Dallas, Fort Worth, and the surrounding areas.