What we do for businesses, households, and nonprofits.
Tax, accounting, advisory, financial planning, and workflow implementation services from one CPA. Each page covers scope, who it serves, and how it is priced.
Accounting & bookkeeping
Monthly close, payroll, AP/AR. Clean books you can read without a translator.
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 moreTaxDome implementation
Setup help after a firm buys or chooses a TaxDome Marketplace template: customization, installation, testing, and operating notes.
Learn moreLocal service pages.
Same practice, written for the questions Katy and Houston clients ask most often.
Book a free 30-minute consult to discuss your situation.
Many engagements span more than one service line. On a brief call, we will identify the right scope of work - or refer you to a specialist when we are not the appropriate fit.