Certified Public Accountants and Financial Advisors
Client Services

Our firm offers a wide range of services to our individual and business clients. Our clients benefit by getting personalized quality service. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

 


Tax Services

Tax Planning & Preparation

Tax planning and preparation form a winning combination to help our successful individual and business clients. Whether you file as an individual, corporation, partnership or trust our experienced staff can develop tax strategies that take advantage of the complex tax laws.

IRS Representation

Our years of experience dealing with many tax issues have given us a level of competence so that clients are properly represented before the Internal Revenue Service and various state tax agencies.

Estate & Trust Tax Planning

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the death tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order to protect your family and your wealth.

Payroll Services

We offer complete payroll preparation services including direct deposit and electronic payment of payroll taxes.  Web services are available to your employees as well.  Why outsource your payroll to some unknown call center when you can have personal attention from a local Austin firm and likely save money too.  Please call Jessica Pekarek for a proposal for your business or household payroll needs!

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Accounting Services

Financial Statement Reviews or Compilations

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 two levels of service:

*Review - some analytical procedures conducted with limited assurance

*Compilation - based upon client information provided.

Intacct and Bookkeeping

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.  Check out our Intacct page for information on the world's leading cloud based accounting system.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Consulting Services

Buying or Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such critical issues as cash flow analysis and tax considerations.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. In cooperation with your legal counsel, we can assist in evaluating the taxation pros and cons of each entity type. 

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.  Know when you have the financial freedom to retire at a time of your choosing.