Services
CPA services in Harlingen, Texas
Taxes for individuals, families and closely held businesses, plus the work around them: planning, bookkeeping, IRS problems and the big business decisions. It's one small firm, and you work with me on your whole picture.
Tax returns
For individuals and businesses: personal returns, partnerships, S corporations, C corporations, trusts, estates and gift tax returns. Also second-look reviews and amended returns.
- Rentals, farm income, K-1s, foreign income
- Texas franchise tax reports
Tax planning
For the year that's still open. I project your tax and make the moves that change the result before December 31.
- Timing, entity and owner pay, retirement and Roth moves
- Business sales, estates and inheritances
IRS letters & audits
For anyone with a notice from the IRS or the Texas Comptroller. I read the letter, answer it, and speak for you with a signed power of attorney if you want.
- CP2000s, balance due notices, audits, penalties
- Unfiled returns, payment plans, levies and liens
Bookkeeping & QuickBooks
For small businesses that want books that match the bank and close every month, in QuickBooks Online.
- Setup, cleanup and catch-up work
- Financial statements for lenders
Starting a business
For anyone about to form an LLC, buy into a business or hire a first employee. I help choose the entity and set up the tax side.
- LLC vs. S corporation with your real numbers
- EIN, sales tax permit, payroll registration
Business advisory
For owners weighing a big call: financing, a purchase or sale, growth, or succession. An objective view before you sign.
- Cash flow, bank financing, buying or selling
- Succession, nonprofits, internal controls
Not sure what to bring? What to bring has a checklist for each situation.
Have a question that's been bugging you?
Call and ask. The first conversation is free, and you'll talk with me, not a call center.