Client Services
Client Services
Our Certified Public Accountant (CPA) firm offers a wide range of services to individual and business clients. Since the firm is small, we are able to offer our clients personalized quality service at a reasonable fee. Utilizing the latest technology, many of our staff work from a virtual office allowing us to keep our overhead low and charge reasonable fees.
Below is a snapshot of services we offer clients. Please note: this is a short list of some of the services we offer so please inquire about a service if you do not see it listed below.
- Part-Time CFO Services
- Small Business Advisors
- Tax Planning
- IRS Representation
- Bookkeeping & Write-Up
- QuickBooks® setup, support, training
- Several members of the staff have the designation: Certified QuickBooks ProAdvisor
- Income Tax Preparation for individuals and all types of businesses
- Business Entity Selection and Business start-up services
- Payroll Services
- Sales Tax Services
- Financial Statements and Attestation
- IT consulting: ex. set up your QuickBooks file on a server in multi-user mode
Our Firm
We are a small Public Accounting Firm in the Dallas Fort Worth area. The firm believes in the value of building long-term relationships with clients. We view our relationship with clients as a partnership and a critical element in our success as well as the success of our clients. The personal assistance given by our firm is the cornerstone of our business. We are small enough to provide close, personal attention to clients but large enough to provide comprehensive services to our clients. We have cultivated relationships with banks, insurance vendors, and other accounting firms that benefit the firm and our clients.
Our firm continually invests our time and resources in state-of-the-art technology, professional continuing education which give the client assurance that the personal assistance you receive comes from advanced training, technical experience and business and financial acumen.
Area Served: The firm has clients in many areas of the Dallas Fort Worth (DFW) Metroplex. Our service area is primarily Denton county Texas and surrounding areas
Cities served include but are not limited to: Lantana, Argyle, Bartonville, Flower Mound, Southlake, Grapevine, Keller, Trophy Club, Roanoke, Lewisville, Highland Village, Denton, Carrollton, Coppell, Corinth, Double Oak, Copper Canyon, Lake Dallas, Arlington, Frisco, Plano, Sunnyvale, Dallas, Fort Worth and other parts of North Texas.
Member: Argyle Chamber of Commerce
Read more »Tax & Accounting Updates
- IRS to Host Second Real-Time Tax System Meeting January 18, 2012
- IRS Announces Five New Members for Information Reporting Program Advisory Committee January 17, 2012
- Do Your Federal Taxes for Free with IRS Free File January 17, 2012
- IRS e-file Launches Today; Most Taxpayers Can File Immediately January 17, 2012
- National Taxpayer Advocate Delivers Annual Report to Congress; Focuses on IRS Funding and Taxpayer Rights January 13, 2012
- More Innocent Spouses Qualify for Relief Under New IRS Guidelines January 11, 2012
- IRS Kicks Off 2012 Tax Season with Deadline Extended to April 17 January 10, 2012
- IRS Offshore Programs Produce $4.4 Billion To Date for Nation’s Taxpayers; Offshore Voluntary Disclosure Program Reopens January 9, 2012
- IRS Releases New Tax Gap Estimates; Compliance Rates Remain Statistically Unchanged From Previous Study January 6, 2012
- Taxpayer Advocacy Panel Members Selected January 5, 2012
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- 12/17/2010 Bush Era Tax Cuts Extended: Congress and President Obama came together to pass a compromise tax cut package that would allow the current rates to continue for 2 years. Cut social security taxes, a two percentage point reduction in payroll tax for lower income individuals (reduced from 6.2% to 4.2%) for one year. Low and middle-class filers could benefit from a higher earned income tax credit, child credit, and credit for college expenses. Unemployment benefits were also extended for 13 months affecting an estimated seven million Americans. Estate tax for 2011 is capped at 35% for Estates that are valued > $5MM; Estates > $1MM would have been taxed at rates topping at 55% if not extended.
