Montgomery County · Texas
Bookkeeping, tax preparation, and estate planning for small and mid-sized businesses — and the families who built them. A practice of one, by design.
We don’t sell investments, write wills, or take over operations. We keep the record, file the return, and help you plan.
Contractors, restaurants, and owner-operated companies are the core. Households and estates sit beside them, not in a separate silo.
Based in Montgomery County. We work across Texas, and we file wherever you have a return.
Services
Most clients need more than one. That is the point of a single steward.
A monthly close you can run the company from — job costing, sales mix, payroll coordination, and a ledger that matches the bank.
Federal returns, Texas franchise and sales-tax coordination, estimated payments, and a plan before December — not a scramble in March.
Texas has no personal income tax. The federal return still does the work — and so does any state where you earned, owned, or lived.
Inventories, basis, beneficiary notes, and a clean file for your attorney and executor. Guidance and recordkeeping — not legal advice, and not a will.
Who we serve
Not a template firm. The books look different on a jobsite than they do on a Saturday night ticket. We keep both.
Progress billing, retainage, HVAC and plumbing jobs that were never tagged. The job-cost report has to mean something on Friday.
Daily sales, tips, food cost, and Texas sales tax — closed on a rhythm the kitchen can live with, not a dump at month-end.
One set of books, one tax plan. S-corps, a few rental doors, 1–5 trucks domiciled here. Mid-size is welcome. Mills are not how we work.
Executors, 1099-R households, and the owner sitting behind the company. We sit beside your attorney, not in their chair.
How we work
You will not be handed a portal and wished luck. Engagements have an order, and you always know where you are in it.
What you have, what you need, whether we’re the right fit. No pitch deck. If it isn’t, you’ll hear that before you spend anything.
Tax and estate work sit on numbers that are true. We close the gap in the ledger first, then file and advise from that file.
Estimated payments, a December review, and a file that’s ready when life — or the Service — asks. You are not a March client.
The desk
Source, screen, onboard, implement. Prompt templates with a human gate. Sample file included.
Notes, referrals, and SEO briefs that make a stranger move.
Fit score and a thirty-minute script. A clean no is a win.
Engagement outline, documents, QuickBooks — in writing.
Catch-up, first close, Friday snapshot, Texas calendar.
Request a consult
Three short questions. We read every request and reply by email. A discovery call is thirty minutes; it is not a sales hour.
1. Who you are
2. What you need
3. How to reach you
Fees
Volume sets a floor. Complexity moves the tier. Catch-up is two to three times monthly. We quote the named product or the math — whichever is higher.
FAQ