Service Menu
Business Formation & Compliance
Get your business started on the right foot with our essential filing services.
- LLC Formation (Full filing with the Texas Secretary of State)
- EIN Creation (Registration with the IRS for your Employer Identification Number)
- Subchapter S Election (Preparation and filing of IRS Form 2553 for S-Corp status)
Note: Secretary of State fees are subject to change based on current state regulations.
Income Tax Preparation & Filing
Expert tax preparation for individuals and entities. We ensure accuracy and maximize your deductions.
Business & Entity Returns
- Form 1065 (Partnerships)
- Form 1120S (S-Corps)
- Form 1120 (C-Corps)
- Schedule K-1 (Pass-through Income)
Individual Returns
- Form 1040 (Individual)
- Form 1040 + Schedule C (Sole Proprietors/Contractors)
Add-ons & Terms
- Historical Filings: Returns for years prior to 2016 are subject to a price increase.
- Certified Mailing: Subject to current USPS/Postage pricing.
Credit Repair & Financial Wellness
Our comprehensive approach to rebuilding your credit and managing your budget.
The Credit Repair Package Includes:
- Account Analysis: 3-6 month transaction audit.
- Credit Reporting: Current report pull via FreeCreditReport.com or CreditKarma.com.
- Budget Creation: Strategic savings plan designed to fund your credit repair journey.
- Active Disputing: We handle the dispute process for items on your report.
- Personal Coaching: One-on-one monthly budget meetings.
Financial Investment Education
Build your foundation for long-term wealth.
- Savings 101: Learn to build an emergency fund and automate savings.
- Investing 101: Understanding the stock market and asset classes.
- Building Wealth 101: Strategies for long-term financial independence.
All classes include setup on our preferred partner platforms:
- Acorns: (Free via our partner link)
- High-Yield Savings: Direct setup with American Express or Capital One.
Business Investment Division
Propel your business forward through data-driven financial analysis.
Our Business Investment division provides a comprehensive deep dive into your company’s health to maximize your profit margins.
Included Services:
- Financial Statement Overview: A clear look at your P&L and Balance Sheet.
- Efficiency Reporting: Detailed Income vs. COGS (Cost of Goods Sold) reports.
- Operations Analysis: Inventory and job cost analysis to determine the most efficient profit margins.
Accounting Services
- QuickBooks Online setup
- Seamless bank & credit card integration
- Daily transaction reviews
- Monthly bank reconciliations
- Cash transaction reviews & adjustments
- Clear, easy-to-understand financial reports
- Job costing & profitability analysis
- Inventory setup & ongoing tracking
- Sales & Use Tax + Liquor Tax management
- 1-on-1 monthly strategy meeting
Contact Us to Get Started
For additional 1-on-1 Q&A or to schedule a meeting, reach out via phone or email.