General Questions
We provide individual and business tax preparation, estate and trust planning, IRS representation, retirement planning, accounting, and business consulting services.
Our office is located in Pearland, Texas. We also offer virtual consultations for clients across the U.S.
Yes! We are currently accepting new individual and business clients. You can schedule an initial consultation here.
Tax Services
We recommend starting in January to ensure all forms are collected and to avoid delays in filing or refunds.
Yes, we electronically file both federal and state returns for eligible clients.
Absolutely. We offer IRS representation and can help resolve notices, audits, and back taxes.
Business Services
Yes. We provide full-service bookkeeping, payroll support, and QuickBooks® setup/training.
Yes, we provide consulting on business structure (LLC, S-Corp, etc.) and help with the setup process.
We primarily support QuickBooks® and can help you set it up, optimize it, and train your staff to use it effectively.
Client Onboarding & Documents
Once scheduled, you’ll receive a welcome email with access to our client portal, intake forms, and a document checklist to prepare for your appointment.
Yes, we offer 100% remote onboarding, including digital form signing, secure document sharing, and video consultations.
Typically, we review and respond within 2–3 business days, depending on the season. During tax season, this may take a bit longer.
Billing & Payments
In some cases, yes. We offer flexible payment arrangements for qualifying clients. Please contact us to discuss your options.
Payment is typically due upon completion of your return or at the end of your consultation, unless other terms have been agreed upon.
Initial consultations may be complimentary or billed at a reduced rate, depending on the complexity. We’ll clarify all fees before scheduling.
Appointments & Communication
No problem! You can reschedule online or by calling our office at least 24 hours in advance to avoid cancellation fees.
Evening or weekend slots may be available during peak tax season or by special request. Please contact us for availability.
We recommend using our secure portal for document exchange to protect your information. Email is not considered secure for sensitive data.