As a paperless firm, we aren’t bound by geographic location. No matter where you are located, we are here to empower you.
If you are one of the following, we might be a great fit for each other:
- Business owner
- Construction contractor
- Real estate developer
- Home builder
- Medical professionals
- Defined contribution benefit plan
- Entrepreneur/start up enterprise
- Individual with complicated tax reporting
- Estates or trusts
We specialize in the following service lines:
Select the service below to learn more about how our expertise can help you reach your financial goals as an individual or a business owner.
We provide tax planning and compliance for:
- Employee benefit plans
We go beyond filling in the blanks for your tax return preparation. We assemble a team of professionals to provide you with strong technical expertise to get the job done right! You will receive periodic status updates from your tax team so you never have to guess about your return.
Preparing your return is only the beginning. We want to keep you informed regarding planning opportunities throughout the year to minimize your tax burden. Paying taxes is not a bad thing, it means you are making money. We just don’t want you paying more than your fair share.
Call us today for a consultation regarding your tax saving opportunities. 512-930-4090
We provide the following financial statement assurance services:
- Agreed Upon Procedures
- Due Diligence
Our attest team is here to partner with you in providing the appropriate level of financial statement assurance necessary to meet the needs of the users of your financial statements. Our role as your independent CPA firm is to maximize the confidence of your stakeholders in the integrity and reliability of your financial reporting. The stigma of an audit is usually that is intrusive and disruptive to the business. Our team has developed a streamlined process that minimizes the interruptions to your accounting department. At the conclusion of our attest engagement, we meet with management to discuss opportunities for process improvements and identify any opportunities to improve cash flow and overall financial health of the organization.
Call us today to find out what level of service creates the most return on your investment. 512-930-4090
We offer the following business advisory services:
- Cash flow management
- Financial analysis and planning
- Budgeting and forecasting
- Contract controller
- New business set up
- Construction contractor job cost analysis
As a small business owner, you are required to function in many different roles: human resource manager, client service provider, lead salesman, chief financial officer, chief executive officer and sometimes the janitor. These all take your time and may not be the best use of your energy to make your company successful.
We understand that business is a complex game. Our business advisory services are designed to help you win! We work with management to identify your company’s unique financial needs, and provide the coaching to build a strong accounting foundation within your team. We can develop processes to provide you with the timely information necessary to make confident business decisions that will maximize your profits and cash flow.
Call us today to discuss the unique needs of your company. 512-930-4090
We provide the following employee benefit plan services:
- Limited-scope audits of qualified plans
- Full-scope audits of qualified plans
- Preparation and filing of 5500’s
- Plan operation and funding reviews
Our employee benefit plan team has experience with profit sharing plans, health and welfare plans, and 401(k) plans. Providing employee benefit plans has quickly become a minimum expectation in attracting and retaining top talent employees. By establishing an employee benefit plan, the business owner has created several opportunities to maximize employee engagement as well as a vehicle for tax minimization planning for the business. Our team expertise includes navigating the complexity of ERISA, DOL and IRS requirements. While our primary service in this area is the benefit plan audit of plans with over 100 people required by the DOL, we also provide consultation to business owners in how to use this very powerful tool in other aspects of the business.