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HOUSTON ROOTS. NATIONWIDE REACH.

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Our services

Your financial essentials.
One connected team.

From your first business filing to your next tax return, bring your financial essentials together with one approachable team.

Business consultation around a desk

Find your starting point

What can we take
off your plate?

Explore our six core services, compare starting prices, and tell us where you need support.

Connected support

Tax · Books · Business

01

Understand your needs
A conversation before a commitment.

02

Agree on the scope
Know what the service includes.

03

Move forward with clarity
Practical support, from a real person.

Reviewing financial charts and business reports

Bookkeeping Services

Monthly bookkeeping for Houston small businesses and owners across the United States. Turn scattered transactions into organized records and financial statements you can actually use.

From $199 / month

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Reviewing a business plan during a video meeting

Business Tax Preparation

Tax preparation for LLCs, partnerships, S corporations, and corporations. Start with an organized checklist and a clearly defined scope, then review your return before filing.

From $499

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Tax documents and calculator on a desk

Individual Tax Preparation

Personal tax preparation for employees, families, freelancers, and self-employed professionals. Get help organizing your documents and understanding your return.

From $199

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Colleagues reviewing a shared business project

Payroll Tax Services

Payroll tax support for small businesses that need a consistent process for calculations, recurring filings, and year-end reporting.

From $99 / month

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Reviewing business records and financial reports

Sales Tax Services

Sales tax support for local and online businesses. Get help reviewing your sales channels, registrations, and recurring reporting needs.

From $79 / month

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Business planning meeting around a table

Business Formation

Business formation support for Texas entrepreneurs. Talk through your goals, get help with formation paperwork, and prepare for the next steps in running your business.

A tailored quote

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How it works

A clear process.
From the very first conversation.

Tell us what’s happening.

Share your priorities, the records you have, and the work you need help with. The first consultation is free.

Agree on the plan.

Receive a defined scope, a quote, and a document checklist tailored to your situation.

Move forward together.

We complete the agreed work, explain the result, and discuss the next steps with you.

Your next chapter starts
with a conversation.

Tell us what you need. We’ll help you find the right next step.

A clearer next step

Find the right accounting and tax support.