Get the tax help you need, today.
My services
Income Tax Preparation
Business, Individual, Non-Profit and Trust tax return preparation.
Entity Selection & Setup
Have an idea for a new business but don’t know where to start? I will help you select the optimal entity structure to ensure that you are as tax efficient as possible. Once selected, I will assist you with the setup of the entity to ensure that it is created in a manner that is compliant with State and Federal law.
Bookkeeping Services
Full service bookkeeping, periodic review or ad-hoc consulting.
Tax Planning/Projections
Tax planning is arguably more important than the tax return itself. I offer a number of tax planning services, from a basic tax projection which lets you know how your tax liability would look if the year ended today, to full scale tax planning which involves a projection, a report and recommendations on how to be as tax efficient as possible.
IRS Issues
Have you received a notice from the IRS? Are you under audit? Let me help. Statistics show that a qualified CPA will get better results than your “average Joe”. I will fight for you and use my years of experience to achieve the most favorable result possible under your circumstances.
Expat Tax Services
I learned my trade in England before moving to Texas in 2007. Since then, I have helped many expats achieve their tax and business goals. Whether they are foreign citizens with US tax assets, or US citizens moving abroad with foreign assets, I have seen and helped them.
Business Consulting
I have seen every mistake imaginable over the last twenty years. Whether you need help setting up a business, cash-flow, HR issues or one of the many other issues facing business owners today, I can help. I’ve seen it all and can help you take your business to the next level.
Payroll Services
I have learned with payroll services that a CPA is often the best person to help; however, I have also learned that sometimes a payroll provider can be more efficient. I will work to provide you with the most efficient and high quality payroll service, whether that be in house, or through an excellent referral Partner who I have worked with for over a decade.
Business Packages
I can build a custom tax and accounting package for you that can cover everything your business needs. This can include, but is not limited to bookkeeping, payroll, sales tax, both business and individual tax returns and unlimited communications, all for a set monthly price.
Investments
In today’s world, there is an almost infinite number of ways to invest your hard earned money. Some investments are better than others for cash-flow purposes, while others can reap huge tax benefits. It is critical that both aspects be considered to achieve your maximum return on investment. I have a wide range of experience in this area and great referral partners to ensure that your money is invested the right way.
Tax Research
The entire tax code is over 70,000 pages long and grows with each new bill, revenue procedure or tax court ruling. It is an advanced skill to navigate and interpret it to ensure compliance and tax efficiency. Whatever your research needs, I can help you achieve your goals.
Cash Management
Maybe you struggle to establish a budget, or find that at the end of the month, the savings account is a little lighter than expected. Maybe your retirement account isn’t where you want it to be and you need help analyzing your finances. I can help review your spending habits and work to set not only a current budget that gives you the lifestyle you want today, but also helps you achieve your long term cash management and personal financial goals.
“All the worries I have ever had about the IRS and my business records have completely gone. Tom has helped me take control of my tax compliance and does it all for me. I’ve never had as much time to grow my business as I do now. ”
— Ryan M., CLIENT