Making qualitative relationships that dominate our day-to-day financial decision-making
Headquartered in San Antonio, TX with a capability to reach clients from coast to coast. Our company specializes in the reliability that our clients have to depend on us no matter where life may take them. Whether you’re an active duty service member, veteran, an adventurer who moves around a lot, or small business owner, we will not only provide a personable experience, but we’ll also help you thrive in your endeavors knowing that the work is left to us. We bring extensive experience and professionalism to every single person and business and customize our support to your individual needs and concerns.
Our staff has a tenacity that is constantly improving ways to service you better. We’re on the pulse of bringing more services and we are not afraid to try what is right for you—all to give you an exceptional experience that will last for years to come.
Get in touch with us to set up an appointment, or use the contact form at the bottom of this page to inquire whether our services are right for you.
6326 Sovereign Dr. Ste. 133
San Antonio, TX 78229
Areas of Practice
Individual Tax Preparation
We offer tax preparation, along with a variety of methods for you to receive your tax refund in the smallest amount of time possible. The federal tax code is reformed annually by congress and is constantly in a state of flux. Most non-tax professionals, aka average tax payers, are intimidated by the IRS and their governing body, the department of the Treasury. We offer you the comfort of knowing that your tax filing is in the hands of experienced professionals. Whether you are filing a simple return with only some income coming from W-2's or if you are self-employed and are itemizing dedications; our tax filing services are focused on minimizing your tax liability and making sure that you get the full deductions and credits you are qualified for.
The success of your business is our business. We will teach you how to keep accurate records for your business. This will include a monthly reconciliation of each bank account and credit card. Conduct periodic reconciliations of all accounts to ensure accuracy. Issue financial statements, assemble information for external auditors for the annual audit, and record cash receipts as well as bank deposits.
Business Tax Preparation
We offer comprehensive business tax filing services, not just for individuals and sole-proprietors but for Corporations, L.L.C.'s, Estates, Trusts, and Non Profits, as well. Our network of experienced tax professionals can look beyond the numbers and help you not just file your business tax return but help you better manage your profits and losses. Corporate tax planning and filing is complex to say the least and certainly varies with every client. Let us quote your business tax needs and we are confident that our services and prices will beat the competition.
The startup and small business marketplace is still a new and fierce frontier that requires legal advice from attorneys who are deeply entrenched in the particularities of venture financing. Our firm gives you an holistic approach, so your company can get the best competitive advantage.
Let us alleviate the worry you have for processing payroll and ensuring your employees are paid on time and payroll taxes are paid. We are able to process payroll, very week, every other week and will process the Federal and State taxes withheld from your employees' paychecks, as well as payroll taxes your business owes.
IRS Resolution Services
Protection and Peace of Mind. All returns filed have the ability to be protected by Sure & Secure IRS Resolution Services and Audit Coverage. If you receive a letter from the IRS, rest easy, knowing that professional assistance and interpretation is only a phone call away. Correspondence Interpretation, Offers in Compromise, Payment Arrangements, Lien and Levy removal, and Penalty and Interest Coverage are comprehensively bundled in one affordable package that ensures you are prepared and protected in the event that your return comes under review. If you have past tax issues, we can help as well. Our goal is to comprehensively resolve all of your tax issues with you ending up with as little tax liability as possible.
Use the form below to contact us regarding your inquiry. Include your industry along with any specific document requests. To help us best service your inquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. Please be as detailed as possible if you are requesting information about IRS Tax Resolution. You may also email or call us to make an appointment.
For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to lead the firm into uncharted fields of practice.