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Services

Tax services for business owners and individuals

Planning first, then the return. Choose the area closest to your situation.

Individual Tax Returns

CPA-prepared returns that combine W-2 wages with business income, K-1s, rentals, and royalties. We reconcile every source, claim what software misses, and set estimates so irregular income doesn’t become an April surprise.

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Proactive Tax Planning

Most of what drives your tax bill is decided before the year ends: your entity, how you pay yourself, retirement contributions, and the timing of income and purchases. We plan those decisions with you throughout the year, then prepare the return.

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Business Tax and S Corporations

Business returns (Forms 1120, 1120-S, and 1065), S corporation elections and reasonable salary, quarterly estimates, depreciation, Texas franchise tax, and filings in other states when your work crosses state lines.

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Oil & Gas Operators and Royalty Owners

Depletion, working interest deductions, lease bonuses, and multi-state withholding for Permian Basin operators, mineral owners, and royalty owners. We work with you year-round so no deduction or election is missed.

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Real Estate Investors

Depreciation and cost segregation, 1031 exchanges, K-1 aggregation, and passive activity planning for owners of rentals, commercial property, and syndication interests, handled before year-end.

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Medical Professionals

Physicians, dentists, and other healthcare professionals often carry W-2 income, practice ownership, and investments at once. We structure the entity, maximize retirement contributions, and manage practice and personal wealth together.

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Trades and Contractors

Electricians, plumbers, HVAC contractors, roofers, and other trades whose revenue has outgrown their tax structure. We time the entity change, set owner pay that cuts self-employment tax, and build retirement plans that shelter income.

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