Know what you owe, and what you keep
Tax, bookkeeping and advisory for small businesses and the self-employed in Austin. Flat fees quoted up front, no April surprises, and a real person who answers year round.
What working with us costs
Every engagement starts with a flat-fee proposal. You approve the number before any work begins.
One firm for the whole financial picture
From the first tax return to a part-time CFO seat at your table, it is handled here, so you are not stitching together a bookkeeper, a tax preparer and a spreadsheet.
Tax preparation & filing
Individual, business and multi-state returns, filed accurately and on time, with planning so next year is smaller.
Bookkeeping & cleanup
Monthly books kept current, plus catch-up and cleanup for the years that got away from you.
Advisory & part-time CFO
Cash flow, pricing and profit reviews with someone who reads the numbers so you do not have to.
Payroll
Run payroll, filings and year-end forms without the platform headaches or the missed deadlines.
IRS notices & resolution
Got a letter? We read it, respond for you, and deal with the agency so you can stop losing sleep.
Entity & S-corp setup
Form the right entity and elect S-corp when it saves you money, with the paperwork done properly.
No jargon, no surprise invoices
You should know the price and the plan before you commit. Here is how the first engagement goes.

Free consult
A 30-minute call to understand the business, the mess, and what you actually need this year.
Flat-fee proposal
One clear number for the work, approved before anything starts. No hourly meter running.
We do the work
Books, filings and advisory handled, with plain-language updates you can actually follow.
Year-round
A real contact for the mid-year questions, not a stranger you meet once every April.
Flat fees you can see before you call
Most engagements start in one of these three places. Every quote is fixed up front.
Tax return
Individual or straightforward business return.
- Federal and state filing
- Prior-year review included
- Planning note for next year
Monthly bookkeeping
Books kept current, all year.
- Monthly reconciliation
- Financials you understand
- Year-end tax handoff ready
Advisory / CFO
A financial partner in your corner.
- Cash flow and profit reviews
- Quarterly strategy sessions
- Priority year-round access
We handle the handoff from your current preparer or bookkeeper, request prior records, and get you current without the drama. Most clients are fully moved over within two weeks.

What business owners say
First accountant who gave me a flat price instead of a shrug. My books were three years behind and now they are spotless.
Renata C.Owner, East Austin cafeThe S-corp election alone saved me more than a year of their fee. They explained it in plain English until it clicked.
Devon M.Freelance developerAn IRS letter used to ruin my week. Now I forward it and it is handled. Worth every dollar for the peace of mind.
Amara O.Owner, home services companyGet a straight answer about your numbers
Book a free 30-minute consult. You leave with a clear sense of what you need and a flat-fee price to match, with zero pressure to sign.