Year-Round Tax Planning

We keep one eye on tax preparation all year long so we can advise you on how you can save. That early April stress is a thing of the past.

open bookkeeping tax return
open bookkeeping tax return

You Have Better Things To Do Than Manage Your Tax Planning

We don’t frost custom cakes or hand-tailor suits or pull off elegant events without a hitch—but you do. Let us handle the numbers so you can focus on what you’re great at.

One Dedicated Accountant

Your expert accountant keeps an eagle eye on your books and is here for your questions. No extra charge for that phone call or email. Ever.

Your Tech Managed

Tech is key, and so is managing it well. We keep an eye on your integrations so you know they’re functioning exactly as they should.

Hands-Off or Hands-In

Some people just want the bigger picture, some people want the details. We adapt to you, letting you be as involved (or not) as you want.

State & Federal Tax Returns

We’re based in Texas but we’ve got a handle on state taxes across the country. Whatever your industry or region, we’ll prep your state and federal taxes accurately and efficiently.

Annual Forms 1099 & 1096

If these numbers make your eyes glaze over, we’ve got you. Your accountant will tell you exactly how to manage contractors and employees throughout the year so filing is a snap.

R&D Credits

If you’ve invested in research and development, you may have some credit coming your way. We’ll file R&D credits for this year, plus the previous 3 to see if you’re owed some money.

I was having nightmares that I was going to owe more to the IRS than I had in the bank. Mari found deductions I never knew existed and for the first time in years, the IRS owed me money!

She handled everything professionally and quickly, and is a wealth of knowledge. I highly recommend Mari for help with your small business or creative contractor taxes.

Owner at Kat Cox Inc.

Our Pricing

Bookkeeping, Tax Prep, and CFO Services starting at $295 a month

Our prices only grow as your business does. We’re in it with you for the long haul.

open bookkeeping schedule a call
open bookkeeping schedule a call

Let’s See if We’re a Good Fit

Schedule a free 30 minute call to feel out if we’re the best solution for your business. We’ll discuss what you need and what package we think is right for you.