Need to clean up your books? We can help.
Catch-up & two months on usPlanning, then filing
Returns are the last step. We map entity choice, reasonable compensation, retirement, and estimated payments while there is still time to change the outcome.
Year-end tax planning
50
days left in
the tax year
December 31
Where we specialize
Owner-operators are the practice. We file the 1040 with the 1120-S or 1065, then look for what a seasonal return usually skips: the home office, an accountable plan and mileage, a reasonable wage for your children, retirement plans and the Form 8881 credit, and whether a Form 2553 S-election still belongs.
If one does not fit, we say so. The point is a number you can defend, not a longer list.
What’s included
Federal and Texas filings for individuals, S-corps, partnerships, and fiduciaries — prepared by an Enrolled Agent with unlimited IRS representation rights.
Who it’s for
Owner-operators of S-corps and partnerships
Real estate investors and multi-entity groups
Families with W-2 plus business or rental income
Pricing
Engagements are annual. Bookkeeping clients receive planning as part of the close.
per year, from a straightforward W-2 / 1099 return
Personal returns with care for equity, rentals, and side businesses.
Best for: Households that want an EA, not a software wizard.
per year, S-corp or partnership with a clean close
Entity returns prepared from books we trust — or from a package we reconstruct.
Best for: S-corps, partnerships, and single-member LLCs.
per year, multi-entity, 1041, or real-estate groups
Consolidated thinking across entities, rentals, and trusts.
Best for: Owners with more than one company or a real estate stack.
A 30-minute call. We will tell you which plan fits — and what we would fix first.