To keep it simple, the primary focus of our firm is to assist individuals and small business entrepreneurs in the basic understanding of their tax obligations, financial management, business operations, marketing decisions and in the execution of that understanding into action. We are locally based in Montgomery Texas but have clients across the United States and a few abroad that have responsibilities to the United States. With the advancement of technology we now host 90% of our client meetings online.     Read More About Us>>>

Service Offerings:

Business Related

Accounting Assistance
Remote QuickBooks Support
QuickBooks Online Support
Small Business Training
Accounting
Business Planning
Employment
Insurance
Legal
Taxation
Marketing Management
Design Services
Social Media
SEO Consulting
Tax Planning
New Venture
Acquisition/Disposition
Ongoing Operation
Tax Preparation
Current Year
Prior Years
Tax Issue Resolution
IRS Letters
Tax Liens
Technology Solutions
Communication/Collaboration
Google Apps Development
Web Development
Custom Site Design
Google Sites - Customized



Personal Services

Tax Planning
Investment Related Transactions
Starting a New Business
Self-Employment Income
Tax Preparation
Current Year
Prior Years
Tax Issue Resolution
IRS Letters
Tax Liens

Non-Profit Services
Accounting Assistance
Remote QuickBooks Support
QuickBooks Online Support
Operational & Compliance Training
Basics of a 501(c) Organization
Tax Planning
Fundraising Compliance
Application for Exempt Status
Understanding a Non-Profit
Tax Preparation
Current Year
Prior Years
Tax Issue Resolution
Exemption Reinstatement
Technology Solutions
Google Apps for Non-Profits
Web Development
Google Sites - Customized
Operational Divisions:

Advisors Group USA - Tax Division
Primary focus is taxation for individuals, small businesses and non-profits. While preparation and compliance planning is our expertise we also represent accept clients with issues before the IRS or state revenue departments. 


Advisors Group Assist - Tech Support
Remote technical support services group that serves the needs of the clients of Advisors Group International Inc.


Advisors Group Notary - Legal Support
A dedicated group of Notaries and Notary Signing Agents serving the Gulf Coast and Greater Houston areas.