Frequently Asked Questions

We provide a full range of accounting services tailored for businesses:

• Tax Preparation & Planning: We handle both personal and business tax returns, plus strategic tax planning to help you keep more of your money
• Bookkeeping Services: Daily financial record keeping, managing accounts payable/receivable, and payroll processing
• Financial Reporting: Monthly, quarterly, and annual financial statements that actually make sense to business owners
• CFO Services: Strategic financial planning and business advisory - like having a CFO without the full-time salary
• Financial Due Diligence: Support for mergers, acquisitions, and business sales
• Business Advisory: Growth strategy and financial optimization to help your business thrive

Absolutely! Small and medium-sized businesses are our specialty. We understand the unique challenges business owners face - from managing cash flow to navigating complex tax regulations. Our team brings over a decade of corporate finance experience to help your business grow while keeping your finances organized and compliant.

Great question! Here's what sets us apart:

• We speak your language: No confusing accounting jargon - we explain things in plain English
• Proactive approach: We don't just crunch numbers, we help you understand what they mean for your business
• Technology-driven: We use modern tools to make your life easier, not more complicated
• Local expertise: We understand local business regulations and opportunities
• Personal touch: You'll work directly with experienced CPAs, not junior staff
• Competitive pricing: Fortune 500-level service at small business prices

We believe in transparent pricing. Here's how it works:

• Free Consultation: 30-minute initial meeting to understand your needs - no pressure, no obligation
• Custom Pricing: We quote based on your specific situation, not one-size-fits-all packages
• Competitive Rates: We're priced for small businesses, not Fortune 500 companies
• No Surprises: Clear, upfront pricing with no hidden fees
• Value-Focused: We focus on saving you money through better tax strategies and financial management

Most of our clients find we actually save them money compared to their current setup. Contact us for a personalized quote!

Yes! We understand that cash flow can be tight for small businesses. We offer flexible payment options including monthly payment plans for ongoing services. We'll work with you to create a payment structure that fits your business budget. After all, we're here to help your business succeed, not create financial stress.

Our tax services cover everything you need:

• Individual Tax Returns: Personal income tax preparation with strategies to minimize your tax burden
• Business Tax Returns: Corporate, partnership, and LLC returns with proper deductions and credits
• Tax Planning: Year-round strategies to reduce your tax liability, not just April filing
• Tax Compliance: Ensuring you meet all Texas and federal requirements to avoid penalties
• Quarterly Tax Estimates: Helping you avoid surprises and penalties with proper planning
• Tax Audit Support: If the IRS comes knocking, we'll be there to help you through it

Here are the key deadlines for residents and businesses:

• Individual Returns: Due April 15th (or next business day if it falls on a weekend)
• Business Returns: Varies by entity type (March 15th for corporations, April 15th for partnerships)
• Extensions: Available if you need more time - but remember, extensions don't extend payment deadlines
• Quarterly Payments: Due April 15th, June 15th, September 15th, and January 15th for businesses

Pro tip: Don't wait until the last minute! Starting early gives us time to find deductions and strategies that could save you money.

Absolutely! Tax savings is one of our specialties. Here's how we help:

• Deduction Maximization: We know the deductions you're missing and how to properly claim them
• Tax Strategy Planning: Year-round planning to minimize your tax burden
• Business Structure Optimization: Ensuring your business structure is tax-efficient
• Retirement Planning: Tax-advantaged retirement strategies for business owners
• State Tax Optimization: Understanding Texas-specific tax opportunities

Most of our clients save significantly more than our fees through better tax strategies. It's not just about filing returns - it's about keeping more of your hard-earned money.

Our office is conveniently located at:

3839 McKinney Avenue 155 #2449
Dallas, Texas, USA 75204

We're in the heart of Dallas, easily accessible from major highways and public transportation. But here's the thing - most of our clients prefer virtual meetings these days. It saves you time and travel, and we can share documents securely online. We're flexible - whatever works best for you!

Yes! While we're based in Dallas, we serve clients throughout Texas and across the USA. Here's what we offer:

• Remote Services: Virtual consultations and secure online document sharing - no travel required
• Statewide Coverage: Serving all of Texas including Houston, Austin, San Antonio, and Fort Worth
• National Services: Federal tax services for clients across the country
• Flexible Meetings: In-person, phone, or video consultations - your choice

Modern technology means great accounting services aren't limited by geography anymore!

Our office hours are:

• Monday - Friday: 8:00 AM - 6:00 PM (Central Time)
• Saturday: By appointment only
• Sunday: Closed

But we're flexible! We understand that business owners have busy schedules, so we can accommodate different time zones and urgent matters. Just let us know what works for you.

Getting started is super easy! Here's our simple process:

1. Free Consultation: Schedule a 30-minute free consultation via our website or call 214-807-2440 - no pressure, just honest advice
2. Needs Assessment: We'll discuss your business needs, goals, and current pain points
3. Service Proposal: Receive a customized service proposal and transparent pricing
4. Onboarding: We'll help you gather necessary documents and set up your account - we make it painless
5. Service Delivery: Begin receiving our professional accounting services

No complicated contracts or long-term commitments. We believe in earning your business every day.

Don't stress about this! For your initial consultation, it's helpful to have:

• Business Information: Business license, EIN, and formation documents (if you have them)
• Financial Records: Recent bank statements, credit card statements, and invoices (last 3 months is fine)
• Tax Returns: Previous year's tax returns (if applicable)
• Questions: Any specific concerns or goals you have - we love questions!

Don't worry if you don't have everything - we can help you gather what's needed. The most important thing is showing up with your questions and goals.

Great question! The transition timeline depends on your situation:

• New Business: We can get you set up in 1-2 weeks
• Existing Business: Typically 2-4 weeks to transition from your current accountant
• Tax Season: We can start immediately, even during busy periods
• Urgent Needs: We can often help with immediate issues right away

We handle the transition process for you - contacting your current accountant, gathering records, and setting up your new systems. We make it as smooth as possible so you can focus on running your business.

We're easy to reach! Here are all the ways to contact us:

• Phone: 214-807-2440 (we actually answer our phones!)
• Email: [email protected]
• Address: 3839 McKinney Avenue 155 #2449, Dallas, TX 75204
• Online: Use our contact form on the website
• Appointment: Schedule a free consultation through our booking system

We typically respond within 24 hours during business days, and often much faster. We believe in being accessible to our clients.

Yes! We understand that tax emergencies can happen, and we're here to help when they do:

• Urgent Tax Filing: Last-minute tax return preparation when deadlines are looming
• Tax Extension Filing: Quick extension requests to give you breathing room
• Audit Support: Immediate assistance if you receive an IRS notice
• Emergency Consultations: Same-day or next-day appointments when possible

Contact us immediately if you have a tax emergency - we'll do our best to help! We've been there and understand the stress.

We stand behind our work 100%. Here's our commitment to you:

• Open Communication: We want to hear from you if something isn't working
• Quick Resolution: We address concerns immediately and work to fix any issues
• No Long-Term Contracts: You're not locked into anything - we earn your business every day
• Satisfaction Guarantee: If you're not completely satisfied, we'll work to make it right

Our goal is to be your long-term financial partner, and that starts with earning your trust every day. We're confident you'll love working with us!