Welcome

We assist new business owners in starting their companies. Navigating this complexity is difficult. You need to consider what you need to protect yourself, and your family from potential liabilities and litigation. Some questions we receive are: Do you need an LLC? Do you need insurance? What can I do to minimize my taxes? What business structure would be best? Will I owe sales tax? Do I need to pay myself? We are here to help guide you through forming a new company and advise you big or small.

Our tax advisory services help you minimize your tax liability and take advantage of tax-saving opportunities. We have extensive experience working with businesses of all sizes and industries. Some business owners are misadvised or are unaware their current structure has become inefficient. Tax planning should be fluent, and your business structure may need periodic evaluation to ensure you are using the most efficient structure for your business. Let us help you choose the most efficient legal and tax structure to protect you legally, and minimize your taxes and expenses.

e can advise you on how to grow your business and what the bank may be looking for if you plan to seek funding. We have been in business since 2016, and as a small business owner, we have had to build a business and pay employees. Let us help you grow your small business.

Payroll is complicated. We advise on employee benefits that may be implemented to reduce your tax bill through SEP/SIMPLE IRAs and HSAs for business owners and employees. The IRS, OSHA, and TWC issued rules regarding independent contractors or W-2 employees. These rules can be difficult to navigate and, in some instances, the IRS and TWC may reclassify independent contractors as misclassified employees assessing past-due payroll taxes. We can help you determine the proper pay and treatment of workers to avoid potential misclassification issues. We can also advise you on the potential risk involved with misclassifying employees. 

Texas is a community property state with separate and community property. Did you know that community property can be sorted back into separate property using a series of tracing rules established by the Texas constitution, family law, and several court cases? We specialize in accounting for separate property that may have been co-mingled into community property allowing you to potentially retain more before the community property split in the absence of a pre or post-nuptial agreement. Contact us to see if this would be worth your time and our fees. 

***We do not provide tracing services to couples we assist with joint divorcee returns as this is a conflict of interest.