01
Tax preparation
A clear path through tax season.
Personal and business returns prepared with care, with practical guidance on the records and information you need.
Individual & business returns↗
PLANO, TEXAS · PERSONAL SERVICE. PROFESSIONAL CARE.
Your finances.
Our focus.
Your peace of mind.
Accounting, tax preparation, and bookkeeping for individuals and small businesses. Clear answers from a local team in Plano.
EA
Enrolled Agent expertise
Federally authorized IRS representation
INSIDE YOUR TAX STORY01 / 03
01 / INCOMEW-2 · Wage and Tax StatementFrom everyday income to a complete picture.
Illustrative forms for visual reference only.
FOR INDIVIDUALS & SMALL BUSINESSESTax preparation ✦ Bookkeeping ✦ IRS representation
01 / WHAT WE DO
A better relationship
with your numbers.
From everyday bookkeeping to tax season, get thoughtful support that fits your life and your business.
02
Monthly bookkeeping
Know where your business stands.
Reconciled bank and card accounts, organized transactions, and clear profit & loss and balance sheet reports.
Reconciliation & financial reporting↗
03
Catch-up & cleanup
A fresh start for your books.
Behind on your bookkeeping? We work through your statements and records to rebuild an accurate financial picture.
Historical records & cleanup↗
04
Payroll & filings
Keep the essentials on schedule.
Payroll support, quarterly filings, and Texas franchise tax assistance to help you stay organized throughout the year.
Payroll & ongoing compliance↗
02 / IRS REPRESENTATION
An IRS letter
doesn’t have to
mean going it alone.
Bring us the notice. We’ll help you understand what it means, review your records, and work with you on the next step.
EA
Let’s talk about your situation ↗Representation you can rely on
Work directly with an Enrolled Agent authorized to represent taxpayers before the IRS.
01Unfiled tax returns+
Get current, one return at a time.
We help prepare missing returns and reconstruct income records where information is incomplete.
02Back taxes & balances owed+
Understand your options.
We review your circumstances and discuss available resolution options, including installment agreements, currently-not-collectible status, and offers in compromise where eligible.
03Wage garnishment & levies+
Get support with urgent IRS action.
We communicate with the IRS about active collection actions and pursue available relief based on your case.
04Federal tax liens+
Plan your next step with clarity.
We assist with lien matters, including withdrawal and subordination requests when appropriate.
05Audit representation+
Have an advocate in your corner.
Our Enrolled Agent can correspond with the IRS and represent you during an examination.
06Payroll tax debt+
Address outstanding payroll obligations.
We help businesses understand payroll tax balances, payment arrangements, and trust fund recovery penalty matters.
03 / HOW WE WORK
Complicated situation.
Clear next steps.
Start with a conversation. We’ll help you understand the work ahead and keep you informed along the way.
Let’s talk
A free, 30-minute consultation to understand your books, your tax needs, or your IRS notice.
See the full picture
We review your records and request IRS transcripts when needed to understand your situation.
Make a plan
We explain the scope, next steps, and engagement terms before moving forward.
Move forward together
From ongoing bookkeeping to tax resolution, get dependable support as your needs evolve.
REAL PEOPLE. DEDICATED SUPPORT.
Professional expertise.
A personal approach.
Work with people who take the time to understand your situation. Our team brings accounting, bookkeeping, tax preparation, and Enrolled Agent expertise together.
Meet your team ↗LET’S GET STARTED
Bring the books.
Bring the questions.
We’re here to help.
Tell us a little about what you need, or choose a time for a free consultation.
Book a consultation ↗214-702-14922000 N Central Expy, STE 215
Plano, TX 75074
Start a conversation
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