Your taxes, prepared and planned.
We file your returns accurately and on time, then work year-round to lower what you owe next year. One firm, start to finish.
Two services. One team.
Most people have a preparer who files and no one who plans. We do both, so the strategy and the return come from the same people.
Tax Preparation
Accurate, complete returns for individuals, businesses, trusts and estates, including the complicated ones other preparers send away.
- Individual and multi-state returns
- S corporation, partnership and C corporation returns
- Trust, estate and gift tax returns
- Extensions, amendments and prior-year filings
Tax Planning
A written plan for the year ahead, with the moves, the deadlines and the dollars they save, then the follow-through to get them done.
- Multi-year tax projections
- Business structure and owner compensation
- Retirement, Roth and charitable strategy
- Planning around a sale, bonus or windfall
Everything around the return.
IRS & state notices
We read the letter, respond and resolve it, so you don't have to.
RepresentationQuarterly estimates
Calculated from real projections, not last year's guess.
Tax managementAmended returns
Missed deductions or credits recovered from prior years.
PreparationSecond opinions
A fresh review of returns another firm prepared.
PlanningFrom first call to filed return.
Consultation
We learn your situation and review last year's return.
Engagement
A clear scope and a fixed fee, agreed before work starts.
Preparation & plan
Your return is prepared and reviewed, with planning ideas noted as we go.
Year-round
Check-ins, estimates and planning before year-end, not after.
Returns with moving parts.
If your return has grown past what software or a seasonal preparer can handle well, we're a good fit.
Before you call.
Do I have to sign up for planning to have you prepare my return?
No. Many clients start with preparation only. If we see planning opportunities while preparing your return, we'll tell you what they're worth and you can decide.
How are your fees set?
We quote a fixed fee once we understand the scope, before any work starts. Planning is offered as an annual engagement. No hourly surprises.
Can you take over mid-year, or after I've filed?
Yes. We regularly review and amend prior-year returns, and planning can start any time. The earlier in the year, the more options there are.
Do you work with clients outside San Antonio?
Yes. We prepare returns for clients across the country and in multiple states, and meetings can be in person or by video.
Let's look at your return together.
Bring last year's return. We'll show you what we'd do differently, and what it's worth.