An individual approach to reduce tax burdens and protect wealth for individuals, businesses, and estates.

SERVICES

Effective strategies to minimize taxes and preserve wealth.

Federal, state, and gift tax returns.

Individuals, C-Corporations, S-Corporations, LLC's, partnerships, trusts, and estate entities.

Represent individuals before government agencies.

Tax Preparation & Planning

Payroll, bookkeeping, and review services.

Monthly, quarterly, or annual bookkeeping services include:

  • general ledger entries

  • bank reconciliations

  • payroll processing

  • month-end adjustments

  • consolidations

  • and financial reporting.

 

Prepare accounts for year-end or interim financial statements.

 

Adjust and close books at year-end.

Help you make realistic projections.

 

Prepare 1099 and W-2 forms.

 

Assist with setting budgets and prepare financial forecasts.

 

Experience with JD Edwards, Peachtree, Quickbooks Pro, Medlin, and other software programs. 

Accounting Services

Audit

Independent audit services tailored to meet your needs.

As an auditor with Ernst & Young LLP in Dallas, Texas, my auditing experience consisted of:

  • large, public financial corporations and

  • technology base corporations and partnerships.

After opening my practice in San Saba, my experience has broadened to include:

  • audits of city and county governmental entities with Single Audit requirements

  • not-for-profit 501 (c)(3) entities

  • title companies

  • auto dealerships

  • for profit businesses, and

  • water utility districts.

Financial Services

We approach financial services for clients just as we would our very own finances.

 

We promote wealth accumulation, while minimizing one's tax burden, and stress staying true to long-range financial goals.

 

We consider your current circumstances and your long-term expectations in preparing your tax return and in consultations regarding personal finances. 

We currently provide services to customers and business owners in the following industries:

  • wholesale and retail

  • manufacturing

  • farming and ranching

  • real estate development and leasing

  • service providers (insurance agents, exterminators, doctors)

  • city and county governments

  • not-for-profits

  • appraisal districts

  • auto dealerships

  • trusts and estates

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