Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and payroll preparation and payroll tax services. We're also a QuickBooks ProAdvisor, and can help with your understanding and implementation on your own computers. We even offer an 'over the shoulder' look on a periodic basis, including help with or preparing quarterly reports, etc.
We offer professional preparation of all federal, state, and local tax returns, both for individuals and businesses of all types and all years. And, we do that at competitive, affordable rates. You can rest assured that every single return is prepared in-house personally by Dennis Metz, EA, and is not 'farmed out' to assistants or other firms.
We know the tax laws, and we know how they apply in various cases. Whether it's personal income taxes, business employment or income taxes, or state tax situations, we 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. Don't believe the too-good-to-be-true "pennies on the dollar" ads from the many TV tax companies; talk with us and get a true evaluation of your case. While it may be initially uncomfortable to come in and discuss your situation, we've had lots of experience in these situations and clients leave feeling like a load has just been lifted off their shoulders.
We continuously monitor 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 costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. We specialize in consulting with new business owners prior to your establishment of a business entity (corporations, sole proprietorships, partnerships, LLC's, LP's, etc.) and will guide you through choosing the very best entity for your particular needs and desires. We also offer the formation and filing of all Texas paperwork for the establishment of the entity, along with record books and full by-law and minutes packages to keep your business legal and up-to-date.
Estate Planning & Management
Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. We will also perform estate management services: from establishing the estate, executing the estate, managing the payment of bills of the estate, preparing appropriate tax returns, to distributing the final amounts to beneficiaries. This service is valuable to executors who may be out of the immediate area of the deceased.
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 and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.