We offer six core services under one roof: tax planning and strategy, bookkeeping and accounting, IRS help and audit defense, entity formation and structuring, financial forecasting and fractional CFO advisory, and nonprofit compliance. We also prepare tax returns for our clients.

We specialize in high-income earners, real estate investors, multi-entity business owners, and nonprofits. If your finances have more moving parts than a single W-2, we're a good fit.

We're based in Red Oak, Texas, and serve the Dallas-Fort Worth area. We also work with clients nationwide, so you don't need to be local to work with us.

Book a time on our online calendar or call us at +1 (888) 316-8667. We'll talk through your situation, your goals, and where you may be leaving money on the table. There's no obligation to move forward.

It helps to have your most recent tax return handy, plus any IRS notices or business documents you have questions about. Please don't send Social Security numbers or tax documents through our website forms, text messages, or regular email. We'll give you a secure way to share them once you're a client.

No. You become a client only after we both sign a written engagement letter. That letter spells out the scope of work, fees, and responsibilities, so there are no surprises.

If we don't find at least $1,000 in tax savings for you, you get your money back. We've offered this guarantee since 2020 because we're confident in the value of proactive planning.

Book a free consultation on our online calendar. We'll review your situation and show you where the savings are.

Most people only hear from their tax preparer once a year, after the opportunities have passed. We look at your full financial picture year-round, so we catch deductions, credits, and structures that reactive filing misses.

Tax preparation reports what already happened. Tax planning shapes what happens next. We build a strategy before the year closes, so you can act on deductions, credits, and timing while they still count.

Now. The best time is early in the year, but most strategies still work through December. Once the year ends, most of your options are gone.

It depends on your situation. Common strategies include 1031 exchanges, cost segregation studies, Qualified Business Income (QBI) deduction optimization, Real Estate Professional Status (REPS), Roth conversions, and retirement tax sequencing. Every plan includes year-round planning meetings.

Yes. We prepare returns for our clients, and your return reflects the strategy we built together during the year.

Monthly reconciliations, multi-entity accounting and consolidation, rent roll and property-level tracking, class and location tracking, and investor-ready financial statements. At tax time, your books are already clean and ready.

Yes. Multi-entity and real estate bookkeeping is our specialty. We track each property and entity on its own, then roll everything up so you see the full picture.

Yes. Book a consultation and tell us how far behind you are. We'll scope the cleanup before we start.

Yes. New clients get 35% off their first month of bookkeeping with code BOOK35.

Don't ignore it, and don't panic. Most notices have a response deadline, so note the date on the letter. Then call us or book a consultation before you respond. Many notices can be resolved with the right paperwork.

Yes. We handle the Power of Attorney paperwork, respond to notices, and work with the IRS on your behalf, so you don't have to face it alone.

It depends on your situation. Options can include an installment agreement, penalty abatement, or an offer in compromise. We'll look at your numbers and tell you which ones are realistic.

No. The sooner you bring us in, the better. We'll review what the IRS is asking for, organize your records, and help you respond.

It depends on your income, your goals, and how much protection you need. An S-Corp election can lower self-employment tax once profits reach a certain level, but it adds payroll and filing costs. We run the numbers for your situation before you decide.

Yes. We help you choose the right structure, including LLCs, Series LLCs, and S-Corps. We also handle EIN and state registration filings, operating agreements, and ongoing compliance reminders.

A fractional CFO gives you the strategic financial guidance of a full-time CFO, part-time and at a fraction of the cost. We build 12-month cash-flow forecasts, model scenarios, track your KPIs, and prepare board and investor reporting.

Yes. We help nonprofits from formation through Form 990. That includes 501(c)(3) applications, grant tracking and restricted-fund accounting, board reporting, unrelated business income review, and state charitable registration.

Yes. We prepare and file Form 990 and keep your organization compliant and grant-ready year-round.

It depends on the services you need and how complex your situation is. After your free consultation, we'll give you clear pricing, and your fees are set in writing in your engagement letter. No surprise bills.

Payments are handled securely through third-party processors. We never store full card numbers.

Please reschedule or cancel at least 24 hours before your appointment. You can use the link in your confirmation message or call us.

Yes. Call us at +1 (888) 316-8667, and we'll find a time that works for you.

Once you're a client, you'll get access to our secure client portal for uploading tax returns, W-2s, 1099s, and other sensitive documents. Please don't send these by text, regular email, or website forms.

We use encrypted portal uploads, multi-factor authentication, and staff access limited to those who need it. We also maintain a written information security plan as required by the FTC Safeguards Rule.

No. We never sell, rent, or trade your personal information. Your tax return information gets extra protection under federal law, and we use it only to deliver the services you hired us for.

Call us at +1 (888) 316-8667. Phone support is available 24/7, and our office hours are Monday through Friday, 9 a.m. to 5 p.m. Central. You can also email [email protected].

Only if you opt in. We send appointment reminders, document requests, and account updates. If you separately opt in, we may also send tax tips and deadline alerts. Reply STOP anytime to opt out, or HELP for help.

Yes. Sign up on our homepage for monthly tax strategies, deadline reminders, and savings opportunities. You can choose real estate, nonprofit, or general news, and unsubscribe anytime.