How the Service Works
I run a hybrid practice. Most of the work happens online through a secure client portal, and I meet by video, phone, or in person by appointment. The goal is simple: no surprises, no scramble in April, and a clear answer to “what happens next” at every step.
Here is how working with me goes, from the first call to the finished work.
- Step 1
A free 15-minute consultation
You tell me what is going on, and I ask a few questions. By the end of the call you will know whether I am the right fit and what I would recommend. If I am not the right fit, I will tell you and point you somewhere better.
- Step 2
A written quote and engagement letter
Before any work begins, you receive a written quote and an engagement letter that spell out the scope and the fee. Nothing starts until you sign it. Tax preparation is paid in full up front; your signed letter and payment unlock your document checklist. Planning and bookkeeping engagements run for twelve months, and you can pay for the full year up front, monthly, or quarterly.
- Step 3
Your secure portal and document checklist
You get access to my secure client portal, where you sign documents, upload files, and message me. Your checklist is built around your situation, not a generic list. During filing season, documents are due 10 days before your appointment.
- Step 4
The work itself
I prepare your return, build your plan, set up your books, or respond to your IRS or state notice, depending on what you engaged me for. Some returns are prepared by a member of my team. Every return and every deliverable is reviewed by me before it reaches you.
- Step 5
We walk through it together
Before anything is filed or finalized, we meet by video or in person and go through it line by line. You will understand why the number is what it is and what, if anything, to do differently next year.
- Step 6
Filing and follow-up
I e-file, confirm acceptance, and put your return, signed forms, and acceptance letter in your portal. Planning and advisory clients get scheduled check-ins through the year, and every client can reach me when something changes.
Services
“A return is the last step, not the whole job. Every service on this page exists because the decisions that determine what you owe are made during the year — not in the weeks before you file.”
Tax Preparation and Compliance
Federal and state preparation for individuals and businesses, including multi-state returns and returns involving rental property, equity compensation, or self-employment income.
Who it’s for: individuals and business owners whose return has moved past what filing software is built to handle.
Learn more →- Federal and state individual returns
- Business returns — S-corporation, partnership, and sole proprietor (Schedule C)
- Fiduciary returns for trusts and estates (Form 1041)
- Exempt organization returns (Form 990, 990-EZ, and 990-PF)
- Quarterly business filings where applicable
- Documentation supporting every position taken, kept on file
Proactive Tax Planning and Advisory
This is the work most people never buy: reviewing your income while the year is still open, so there’s still time to act on what the numbers show.
Who it’s for: business owners and self-employed professionals whose income has outgrown a once-a-year conversation with an accountant.
Learn more →- Quarterly income and withholding review
- Entity structure analysis, including LLC-to-S-corp modeling
- Retirement contribution timing and selection
- Deduction strategy built around your actual situation, not a generic checklist
IRS Notice Resolution and Representation
An IRS notice is not automatically bad news, but it’s not something to answer alone, either — the deadlines on the letter are real.
Get Help With an IRS Notice →- Notice review and a plain-language explanation of what it means
- Direct correspondence with the IRS on your behalf
- Documentation gathering and response preparation
- Follow-through until the matter is resolved
Cloud Bookkeeping and Fractional CFO Consulting
Tax planning is only as good as the records behind it. This service sets up modern, cloud-based accounting, keeps your expense tracking and bank reconciliations current, and turns the result into cash-flow reporting you can actually use.
Who it’s for: business owners who need real financial visibility year-round, not just accurate numbers at filing time.
Learn more →- Bookkeeping setup or cleanup in a cloud accounting system
- Monthly reconciliations and expense categorization
- Cash-flow and budget reporting
- Periodic CFO-level check-ins on what the numbers mean for your next decision
Start a Business in Texas
Entity selection, formation documents, and the compliance calendar that follows it — most formation services stop at the paperwork and leave the rest for you to discover later.
Who it’s for: anyone starting a business in Texas who wants it set up correctly the first time, not corrected later.
Learn more →- Guidance choosing between an LLC, corporation, or S-corporation election
- Preparation and filing of formation documents
- EIN and registered agent setup
- Your ongoing compliance calendar, including franchise tax reporting
Not Sure Which Service Fits?
Start with a free consultation. Fifteen minutes, no cost, no obligation — you’ll leave knowing what I’d recommend for your situation, and what it would cost.
Book a Free Consultation713-730-9792 · Monday–Friday, 8:00 AM – 5:00 PM CST · Licensed in the State of Texas
