Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.


As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Tax Season Hours of Operation: 8:30AM - 6:00PM Monday - Friday; 9:00AM - 2:00PM Saturday


After Tax Season Hours: 8:30AM - 5:00PM Monday - Friday


We accept all major credit and debit cards.

 


Accounting Services

Bookkeeping/Write-Up

Every successful business must keep good records. Many new business owners do not fully comprehend the record keeping requirements of running a successful business. We would be happy to give you a free consultation concerning your bookkeeping and tax reporting requirements.

The services we provide will allow you to concentrate on generating income. Let us take care of the paperwork. You will find that the financial statements that we prepare for you on a monthly or quarterly basis will be a valuable tool in managing your business. We will also help you to get organized and stay that way. We will balance your checkbooks and bring discrepancies to your attention.

Our rates are very reasonable and vary depending on the size of the business.

There is no set up fee and there are no contracts to sign.

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Financial Statements

The financial statements we prepare for you are complete and include a balance sheet, income statement (P&L), general ledger, bank reconciliation, payroll reports, and performance charts. Your financial statements can be a useful tool for you in making business decisions as well as applying for business loans.

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Tax Services

Tax Preparation

A core speciality of our company is the preparation of tax returns for individuals, sole-proprietors, corporations, partnerships, and limited liability companies. Our tax return preparation fees are quite reasonable.  Our fees start at $125.00 

Tax preparation fees are based on the complexity of the return. The cost is $125.00 for Form 1040 plus $15.00 to $50.00 for each additional IRS form. Our minimum fee is $125.00. There is no extra charge for e-filing.

We accept all major credit and debit cards.

 

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Payroll Services

Our payroll services include:

Check Writing and Direct Deposit

Payroll Tax Calculations

Quarterly 941 Reports

Quarterly TWC Reports

FUTA Reports, Year End W-2s, 1099s, W-3 & 1096

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Tax Services

By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services include tax preparation for individuals, corporations, partnerships, and LLCs.

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Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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Sales Tax Services

We can prepare your sales tax returns for you. Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an accurate and timely manner.

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Other Services

Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas. We feel our ability to provide a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

 

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Miscellaneous

E-Filing

We are an IRS authorized e-file provider. We can prepare and e-file your income tax return with the IRS. Most of our clients receive their refund in 8 to 15 days with a direct deposit into their bank account. There is no extra charge for e-filing. 

We accept all major credit and debit cards.

If you do not want your refund direct deposited into your bank account, we can e-file your return and ask the IRS to mail the check to your home. Clients who choose this option can expect their check to arrive at their home in about three weeks.

 

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Business Incorporations

Let us incorporate your business. We will be glad to discuss with you the pros and cons of incorporating or forming an LLC. Many business owners wouldn't think of operating a business other than as a corporation or an LLC. However, there is also a down side to operating as a corporation or an LLC. We would be glad to share with you what we have learned through the years about operating as a corporation or LLC.

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Hours of Operation

Tax Season Hours: 8:30AM - 6:00PM Monday - Friday; 9:00AM - 2:00PM Saturday.

After Tax Season Hours: 8:30AM - 5:00PM Monday - Friday

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Bookkeeping & Tax Services - San Antonio, TX