Skip to main content

Services that Focus on Your Passion

We are an independently-owned accounting firm in TX.  We serve small to mid-sized businesses and individuals in the San Antonio, Boerne, Helotes, and surrounding areas, providing our clients with professional accounting services such as tax preparation, representation before the IRS, bookkeeping, and financial education, as well as personal and management-use financial statements.  We are built around empowering our clients to achieve financial goals in both their business and personal lives. 

Understanding the Accounting Language

Taxes

"Even Albert Einstein reportedly needed help on his 1040 form."
                                     ~President Ronald Reagan

Both individuals and businesses need to stay ahead of the game on their taxes - from income taxes, to payroll taxes, sales taxes, and franchise taxes.

Advisory & Consulting

"You can do anything
but not everything."
                                                       ~David Allen

Everyone needs advice sometimes - we offer our financial and accounting experience to help meet your needs and goals.

Payroll & Bookkeeping

We can take the hassle out of paying employees, tracking your income and expenses, dealing with all your receipts, and even figuring out where your money is going (or went!).

Financial Education

The most important tool any individual or business owner can have is knowledge.  We educate our clients in a language that makes sense - one without jargon or IRS "funny math".

Family Taxes
Business Taxes
Sales Taxes
IRS Help
Consulting
Payroll
Bookkeeping
Education
Family Taxes

One of the few guarantees in life...

Whether it's your very first time filing income taxes, your first time filing after buying 

a new house or having a baby - we help make the process smooth & understandable.  

We are also here to help plan for those future taxes, too!

Business Taxes

A small necessity with a big impact...

From tax planning to preparation, we work with business owners, handling all their 

Federal Income and Texas tax needs.  Whether you're just starting out, formed 

an LLC or Corporation, or are venturing out on a non-profit quest, we've got you covered!

Sales Taxes

Report and pay that tax you collect...

Fulfilling your sales tax reporting and payments as a single location brick and mortar business might sound easy, but are all your items taxable?

Not to mention having multiple locations or running a mobile business! Don't let your jurisdictions become a hassle - we're able to help!

IRS Help

When they knock, we can answer...

Getting a letter from the IRS can be intimidating.  There's no need to worry - we have your back! We are able to make sense of those notices and letters and are even able to deal with the IRS for you. 

Owing back taxes can be a huge weight on your shoulders.  Ignoring the IRS is not a solution - we are able to work on your behalf for a solution with the IRS.

Consulting

Asking for some advice...

From starting a business to hiring employees or improving internal controls and preparing to buy a house or get money for your business, we can help you along the way.  We are experts in answering questions such as:

- What's the difference in business structures and which is best for my business?

- Are my employees contractors? What steps do I need to establish payroll?

- Am I losing money because.......(those are ALWAYS fun questions!)

* Just a reminder - we are not attorneys or financial advisors *

Payroll

Show how you value them...

From hiring your first employee to your hundredth, you have payroll requirements and taxes to tackle.  We are able to draw on our unique skills and software programs to customize a payroll, payroll reporting, and payroll tax solution unique to your needs, size, and business goals.

Bookkeeping

Making sense of the mess...

Do you have a stack of receipts you keep for your medical expenses you want to claim on taxes at year end? Have you ever just handed a tax preparer your bank statement and said, "Here's my business records"!? Have you ever created a budget or wondered where your money went? Bookkeeping services are one solution we offer to improve each of these scenarios.  We want to empower you to tell your money how to work for you!

Education

Keep on learning...

Learning to speak the language of business can be rough.  We provide education on "how to read" tax returns, what ratios and variances are important to consider when looking at profitability and budgets, steps new business owners should take to stay ahead of the game in their accounting and reporting requirements.  We offer one-on-one consultations as well as seminars and workshops.