Back to top


Below is a list of the services that we offer. Looking for something that's not on the list? Give us a call at (817)281-5117 or email us at We will be happy to help you find what you're looking for!

Bookkeeping/Write Up

Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis. We can provide receivables balancing, payables, and payroll management. We prepare financial statements geared to the management of your business that can be used by banks, investors, and other third parties. We also prepare custom financial reports for thin internal, managerial use.

Tax Service

Our firm offers a full range of tax planning and compliance services. We work with you year-round to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and all types of business entities.

Payroll Services

Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities.

Tax Preparation

Our firm offers professional preparation of all federal, state and local tax returns for individuals and all size of businesses at competitive, reasonable rates.

QuickBooks Pro Advisor

We are a registered QuickBooks Advisor, and can offer you all the technical service you nee to install, setup, and/or maintain your records on QuickBooks, that will be tailored to your specific operation, no matter how detailed or simple you want them to be. We can even help you with the supplies needed for QuickBooks.

Sales Tax Services

Our firm prepares all sales tax filings and offers full sales tax audit representation.

Financial Statements

Our firm prepares professional financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a full profit potential.

Tax Planning

Our firm continuously monitors federal, state and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent the costly interest and penalty assessments that result from late filing. Of course, we offer full tax preparation and filing services.

IRS and State/Local Representation

Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers In Compromise with the IRS.

Business Succession Planning

Stop wondering if and how your business will continue without you there. With our experience in business succession planning, we can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.

Asset protection

We will determine the replacement cost of your existing assets and evaluated the adequacy of your insurance policies, sinking funds, and self-insurance as appropriate.

Employment Benefit Plans

We can help you establish comprehensive employee benefit plans and review your existing plans for ERISA and tax compliance.

Buying and Selling a Business

If you are buying or selling a business, we can offer advice for obtaining the best possible terms, market conditions, trends, and contract payout terms.

Cash Flow and Budgeting Analysis

Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize "What If" planning scenarios to help you foresee and plan for unexpected business contingencies.

Consulting Services

Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase your bottom line.

Estate, Gift and Trust Tax Return Preparation

Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.

Debt and Financial Services

We offer complete debt and financial counseling services.

Business Valuations

Our firm provides efficient, cost-effective business valuation services.

Financial Forecast and Projections

Our firm can provide business and financial forecasting services, including proforma projections.

Computer Consulting

If your business is ready to transition into the computer age, we can help with the selection of hardware, software, and operation, setting you up with a cost-effective and efficient system.

Retirement Planning

It is never too early to start planning for retirement. If you want to live the same lifestyle - or an even better one than you do now - you need to start planning for retirement... NOW. We can analyze your projected income and expenses to find the best plan for you. Ensure that your golden years live up to your expectations.

Management Advisory Services

Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan and much more.

Accounting Software Selection and Implementation

Need help choosing and implementing new accounting software? We can aid your selection and teach you how to use it.

Pension and Profit Sharing Plans

We can help analyze the best type of pension or profit sharing plan suited for you and/or your business.

Information Request for Services Listed Above