What We Do

We provide a broad range of services to individuals and businesses. We serve clients throughout East Texas and beyond, including Jacksonville, Bullard, Tyler, Rusk, Whitehouse, Longview, Dallas/Ft. Worth metroplex and more. Below is a description of the services we offer to our clients. However, this list is not all-inclusive; please contact us in regard to any business, tax or financial related matter. We maintain relationships with other professionals practicing in a variety of specialties. If we are unable to assist, you can be assured we will refer you to the right individual or firm.

Tax Planning and Preparation

We are experienced in all facets of tax preparation, including filing individual, small business, partnership, and estate returns. We stay current on the ever-changing tax laws and ensure that you consider all of your legal deductions so you realize your full tax benefit. Our comprehensive interview techniques and computerized return preparation process assure that your return is complete, correct, and presented to you in a timely manner. Our tax services include but are not limited to:

  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts & gifts
  • Not-for-profit organizations

Accounting Services

Many small businesses need monthly or quarterly financial statements. Clear and concise financial records are crucial to your business’ success. We offer a full range of accounting services, including but not limited to:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly)
  • Computerized payroll processing, including quarterly payroll reports
  • Personal financial statements
  • QuickBooks consulting

Consulting Services

Whether your business is just starting out or well-established, we can assist you with objective advice and provide practical solutions to problem areas in your business. We can help businesses identify areas of opportunity and help you capitalize on those opportunities. Some of the areas we offer consulting services are:

  • Type of entity selection
  • Accounting software selection
  • Buying/selling a business
  • Financial & retirement decisions
  • Industry-specific consulting
  • Estate, trust & gift planning
  • Cash flow management
  • Budget & forecast modeling
  • General business analysis

Other Services

  • Estate planning
  • Rural water billing services
  • Representation before the IRS