Tax & books, in plain English.
The same CPA every call.
Bookkeeping, tax and advisory for businesses and households.
S-corp reasonable comp self-audit.
A 7-question PDF for S-corp owners who want to spot W-2 vs distribution risk before year-end planning gets rushed.
Five services. One CPA. Practicing since 2016.
The same CPA handles your books, your tax return, and your advisory engagement - from discovery call through every monthly close.
Accounting & bookkeeping
Monthly close, payroll, AP/AR. Clear, accurate books delivered on a predictable schedule.
Learn moreTax prep & planning
Federal, state, multi-state. Quarterly check-ins so April never surprises you.
Learn moreBusiness advisory
Entity structure, cash-flow planning, and owner compensation strategy. Ongoing strategic advisory.
Learn moreConsulting
Systems setup, software migrations, due diligence - project work, scoped flat-fee.
Learn moreFinancial planning
Personal tax + retirement, RSU strategy, real estate. For high-income households.
Learn moreOnboarding in three steps.
Book free 30-min consultFree 30-min consult
A direct call with a licensed CPA.
Onboarding in 2-3 weeks
Alex handles documents, software and cleanup.
Ongoing relationship
Monthly close and quarterly planning calls.
Anywhere in the US - without losing the relationship.
We work with clients across the US, headquartered in Katy, Texas. Document handoff, e-signatures, planning calls, and quarterly reviews happen through secure portals and scheduled video meetings. Houston-area clients are welcome to meet in person - but it is not required to work with us.
- Clients across multiple US states
- Secure portal for documents and e-signatures
- Scheduled video calls for planning and reviews
- Phone and email support during business hours
- In-person meetings available in the Houston area
5.0 on Google, across 18 reviews.
Excerpts below are quoted directly from client reviews. Read all 18 on our Google profile.
He was punctual, responding promptly to my inquiries and keeping me informed at every step.
He works quickly and has an excellent system for tracking expenses.
He communicates well, explains anything you need and is always available.
Schedule your free 30-minute consult.
Tell us about your business and your goals. We will respond with a fit assessment and a clear next step.