CPA Services in Round Rock, TX

Tax Planning

Smart, proactive planning that helps you legally reduce taxes and avoid year-end surprises. We review entities, income timing, deductions/credits, retirement moves, and more—then deliver a step-by-step plan.

Good for: business owners, investors, multi-state or changing income.

Tax Preparation

Accurate prep for individuals and small businesses. We gather your docs, prepare and review the return, answer questions, and e-file—so you file on time and with confidence.

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Includes: document checklist, CPA review, e-file, post-filing support.

Bookkeeping

Monthly reconciliations, clean categorization, and easy-to-read reports so you always know cash flow, profit, and taxes due. We also handle cleanup projects and QuickBooks support.

You get: monthly close, P&L/Balance Sheet, exceptions review, year-end package.

IRS Audit Resolution

Got a notice or CP2000? We step in quickly to analyze your case, represent you, and work toward a resolution—abatements, amended returns, payment plans, and prevention steps.

Scope: case review, IRS/state communication, filings, and status updates.