One group for the returns, the books, and the decisions behind them. Most clients start with one service and add others as the business grows. Fees are quoted per engagement after a short consultation.
What we do
Seven services, one team that knows your whole picture
Individual and business returns, Texas franchise and sales tax, fiduciary returns, monthly books, advisory, and litigation support for clients in Fort Worth, Dallas, and across the U.S.
Tax planning & strategy
Proactive, year-round planning built around where your business and family are headed: projections and estimated payments, owner compensation and S corporation strategy, entity structure, retirement contributions, Texas franchise and multi-state exposure, and year-end moves. We coordinate with your financial advisor and attorney so every decision supports growth and protects what you're building.
Full-service accounting and back office for growing businesses: monthly bookkeeping and reconciliations, financial statement preparation, sales tax and other recurring filings, and clean-up of prior periods, all closed out each month with a plain-language review of what changed.
AccountingFilingsFinancial statementsBack office
Advisory & fractional CFO
Entity selection and restructuring, cash-flow and job-cost reporting, and a standing seat at the table for the financial side of your decisions.
Entity choice2553Cash flow
Litigation support
Financial analysis, damages work, and expert witness testimony for attorneys and their clients, including tax treatment of settlements.
Expert witnessSettlements
Individual tax
Accurate preparation for W-2 earners, self-employed clients, rental owners, and households with more moving parts than the software expects.
1040Sch CSch E1040-ES
Business tax
Federal returns for partnerships, S corporations, and C corporations, plus Texas franchise tax and sales tax compliance.
10651120-S1120TX 05-158Sales tax
Trusts & estates
Fiduciary returns for trusts and estates, and guidance for families settling a loved one's tax affairs.
1041K-1Final 1040
Mark your calendar
Key dates for the 2027 filing season
Deadlines that move to the next business day when they fall on a weekend are shown on the adjusted date.
Federal and Texas tax deadlines for 2027
Jan 15
Fourth-quarter 2026 estimated tax payment
1040-ES
Feb 1
1099-NECs to contractors and filed with the IRS
1099-NEC
Mar 15
Partnership and S corporation returns, or extensions
1065 · 1120-S
Apr 15
Individual and C corporation returns, and first-quarter 2027 estimates
1040 · 1120
May 17
Texas franchise tax report
TX 05-158
General calendar-year deadlines. Your situation may differ, so confirm your dates with us.
Not sure which service you need?
Tell us what's going on and we'll point you to the right starting place.