• Individual tax returns (Form 1040)

    • Business tax returns (1065, 1120S, 1120, 1041)

    • Amended returns

    • Prior-year & delinquent filings

    • Monthly bookkeeping

    • QuickBooks Online setup & management

    • Bank & credit card reconciliations

    • Profit & loss and balance sheet preparation

    • Custom financial reports

    • Full payroll processing

    • Payroll tax filings (941, 940, W-2, W-3)

    • TWC filings and EFTPS payments

    • Contractor 1099s and check creation

    • Sales tax registration

    • Monthly/quarterly/annual filings

    • Texas Comptroller compliance

    • LLC, S-Corp, C-Corp, and Nonprofit formation

    • EIN application

    • Texas franchise tax filings

    • Address/officer updates

    • SOS and Comptroller reinstatements

    • Dissolution filings and final tax returns

    • Full compliance wrap-up

    • 501(c)(3) applications (Form 1023 & 1023-EZ)

    • Annual Form 990 filings

    • Bookkeeping and reporting

    • Reinstatement of revoked nonprofits

    • Collaborate with a trusted wealth management firm

    • Ensure tax planning and investment strategies work together

    • Coordinate retirement, asset protection, and long-term growth plans

    • Help high-income clients reduce taxable income through smart investing

    • Stay involved to align tax, business, and financial goals seamlessly

    • Multi-year tax return cleanup

    • Reconstructing records for IRS compliance

    • Catch up on months or years of missing transactions

    • Reconcile bank and credit card accounts

    • Correct miscategorized expenses and income

    • Fix duplicate or missing entries

    • Organize reports for tax filing and financial planning

    • File missing or late 941, 940, and TWC reports

    • Correct payroll tax balances and misclassified wages

    • Reconcile payroll records

    • Assist with penalty notices or IRS/TWC letters

    • Set up proper reporting going forward

    • Multi-year bookkeeping + payroll + tax

    • Handle everything from old EINs, open notices, to franchise tax issues

    • Build you a clean system moving forward

    • Help you understand where your money is really going

    • Create a budget and spending plan for your business

    • Show you how to pay yourself the right way

    • Fix broken systems that waste time and money

    • Meet with you monthly or quarterly to keep your finances on track

    • Cash flow and budgeting support

    • Debt reduction and restructuring strategies

    • Strategic business planning

    • Operational cleanup and systems setup – we step in to fix broken workflows, streamline daily processes, and get your business running like a well-oiled machine

    • One-on-one coaching for business owners

  • Package your operations cleanup + mindset + accountability sessions.

    • 90-day coaching programs

    • Includes goal-setting, task tracking, and financial targets