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: Accounting AssistanceBusiness Related Remote QuickBooks Support Small Business TrainingQuickBooks Online Support Accounting Marketing ManagementBusiness Planning Employment Insurance Legal Taxation Design Services Tax PlanningSocial Media SEO Consulting New Venture Acquisition/Disposition Ongoing Operation Tax PreparationCurrent Year Prior Years Tax Issue ResolutionIRS Letters Tax Liens Technology SolutionsCommunication/Collaboration Google Apps Development Web DevelopmentCustom Site Design Google Sites - Customized | Personal Services Tax Planning Non-Profit ServicesInvestment Related Transactions Starting a New Business Self-Employment Income Tax PreparationCurrent Year Prior Years Tax Issue ResolutionIRS Letters Tax Liens Remote QuickBooks Support Operational & Compliance TrainingQuickBooks Online Support Basics of a 501(c) Organization Tax Planning Fundraising Compliance Tax PreparationApplication for Exempt Status Understanding a Non-Profit Current Year Prior Years Tax Issue ResolutionExemption Reinstatement Technology SolutionsGoogle Apps for Non-Profits Web DevelopmentGoogle 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. |



