Tax Preparation & Planning

We prepare federal and state tax returns for individuals, C-Corporations, S-Corporations, LLC's, partnerships, trusts, and estate entities.  As tax advisors, we assist individuals and businesses in planning and preparing income tax returns and represent individuals before government agencies.  We design effective strategies to minimize taxes and preserve wealth whether you are an individual, business, estate, or trust.  For additional tax information see Tax Information.

Accounting Services

We offer a variety of accounting services including payroll and bookkeeping services and compilation and review services.  Monthly, quarterly, or annual bookkeeping services include data input, bank reconciliations, payroll processing, month-end adjustments, consolidations, and financial reporting.  We can prepare your accounts for year-end or interim financial statements, assist you with adjusting and closing your books at year-end, help you make realistic projections, prepare 1099 and W-2 forms, assist with setting budgets, and help you prepare financial forecasts.  In addition, we also have experience with JD Edwards, Peachtree, Quickbooks Pro, Medlin, and other various software programs.

We provide independent audit services tailored to meet your needs.  As an auditor with Ernst & Young LLP in Dallas, Texas, my auditing experience mainly consisted of large, public financial and technology based corporations and partnerships.  After opening my practice in San Saba, my experience has broadened to include audits of city and county governmental entities with Single Audit requirements, not-for-profit 501(c)(3)entities, title companies, small businesses, and water utility districts.

We approach financial services for clients, just as we would our very own finances.  We promote wealth accumulation, while minimizing one’s tax burden, and stress staying true to long-range financial goals. We consider your current circumstances and your long-term expectations in preparing your tax return and in consultations regarding personal finances.  For additional information regarding financial services, see Financial Services.

We currently provide services to customers and business owners in the following industries:

• Wholesale and retail
• Manufacturing
• Farming and Ranching
• Real Estate Development and Leasing
• Service Providers (Insurance Agents, Exterminators, Doctors)
• City and County Governments
• Not-for-Profits
• Appraisal Districts
• Trusts & Estates