In our changing and fast pace society, individuals and small businesses are continually faced with a broad range of financial decisions. By keeping our clients informed about their respective tax issues, they will be equipped to deal with the single most eroding factor to wealth accumulation, taxes. Our services include tax return preparation, tax planning to minimize taxes, representation on IRS problems and advice on financial decisions relative to investing and cash management. We encourage our clients to contact us throughout the year to discuss changes in their financial matters.
When it comes to audit, non-profit industry is our niche. In the past 31 years, we have been focused on building our knowledge and expertise around the non-profit industry, thus providing our clients audit services that would help increase the efficiencies and effectiveness of their financial as well as operational activities. We are currently providing audit service to more than 200 clients, mainly from the common interest realty associations.
We provide individuals, small business owners and common interest realty associations a wide variety of consultation services as and when the needs arise. Our consultation services include, but are not limited to helping our clients in tax and financial planning; maintaining their tax exemption obligations, making sure that they are in good standing with State of Texas, as well as providing business advise.
We advise small business owners on a variety of issues from the startup stage through liquidation of discontinued businesses. The needs of small business vary from company to company. Our services are based on client needs. In addition to tax services, we provide full bookkeeping, and work with client personnel on their monthly accounting and financial statement preparation.
More than ever before entities are concerned about the integrity of their accounting system. Our firm provides consultation services about policies and procedures that will provide strength in the internal control environment. Documentation of accounting policies and procedures assigns accountability and provides for smooth transition when there is a change in personnel.
Our complete payroll service supports a wide range of pay types and schedules, and includes check printing, direct deposit, tax filings, complete compliance and more. Whether you’re an established business or just starting out, our flexible customized payroll service can be designed to meet your unique needs. In addition, you also get personalized professional advice on all payroll matters.
We prepare applications for exemption from federal, franchise and sales taxes for non profit entities, particularly common interest realty associations. The result of these exemptions can mean tremendous savings in taxes.
Sales tax recovery
Sales tax rules are very complex and difficult to apply. We find many vendors over charge due to the difficulty in applying the rules. On a contingency basis, we will recover overpaid sales tax.