Our Services

Our promise to you is that we will never oversell or cross sell products or services you don’t need. After 40 years of providing outstanding accounting service for the people of Central Texas, we have honed our capabilities to meet your needs.

Review the services we offer and contact us to get started.

Assurance

Services

Audit & Review

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on these levels:

  • Audit: An audit is an intensive examination with the highest level of assurance.
  • Review: A review is a series of analytical procedures conducted with limited assurance.

Tax

Services

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies which take advantage of new tax laws and legislation. We offer a wide range of tax preparation services and assistance with IRS compliance and correspondence for:

  • Corporations
  • Partnerships
  • Limited Liability Companies
  • Trusts & Estates
  • Exempt Organizations
  • Sole Proprietorships
  • State tax
  • Individual

Accounting

Services

Compilation & General Ledger Assistance

Providing financial information to our clients in a timely and accurate manner is a commitment we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • A compilation is based upon client information provided and used primarily for internal use.
  • General ledger & financial statement preparation
  • Bookkeeping (monthly/quarterly/annually)
  • Accounting system setup for new businesses
  • Preparation of sales tax and property renditions
  • Personal financial statements

Payroll Services

As a business grows, it must hire employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax reports in a timely manner.

Consulting

Services

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate tax due. The transfer of your business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working career and into your retirement years.

Business Consulting

We gauge our worth by the personal and business successes of our clients. Helping you identify areas that negatively affect profitability and growth, we can develop practical solutions. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies which address issues related to your business.

Litigation Support

In today’s business environment, business or personal disputes are common. Our team can provide assistance with regard to tax controversies, business disputes and family law.

Specialized

Services

Construction Industry Accounting

Our construction team has an in-depth knowledge of the special accounting practices which affect the industry. We provide accurate and timely information and services to both general contractors and subcontractors.

Financial Planning Services

The financial planning services team provides an independent review of your investments, insurance, retirement and estate planning needs. We have no products to sell you, so our recommendation are not tied to a commission. We just want to serve you.

Quickbooks Consulting

The QuickBooks ProAdvisor consulting team offers a variety of services to implement, train, operate and maintain the accounting records of small businesses. The team is also prepared to assist in the transition to a more industry specific software.

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