Services

What we do for businesses, households, and nonprofits.

Tax, books, advisory and planning from one CPA.

Monthly close, payroll, AP/AR. Clean books you can read without a translator.

Federal, state, multi-state. Quarterly check-ins so April never surprises you.

Entity structure, cash-flow planning, and owner compensation strategy. Ongoing strategic advisory.

Systems setup, software migrations, due diligence - project work, scoped flat-fee.

Personal tax + retirement, RSU strategy, real estate. For high-income households.

Setup help after a firm buys or chooses a TaxDome Marketplace template: customization, installation, testing, and operating notes.

Controlled automation for service businesses: map the work, build one bounded workflow, test it, and document the handoff.

Houston area

Local service pages.

Same practice, written for the questions Katy and Houston clients ask most often.

Not sure which fits?

Not sure which? One call sorts it.