01
Individual tax
Strategies shaped to the income you actually have — wages, portfolio, rentals, and a business you materially participate in — so the return supports a personal plan instead of merely recording the year.
Est. 1997 · Frisco, Texas
Strategic tax planning. Sound advice. Lasting value.
We partner with individuals and closely held businesses to minimize avoidable risk, use the rules that actually apply, and build a stronger financial future — prepared for what is next, not only for what is due.

Planning & Review
$425 / mo
You already have a bookkeeper
Full Close & Planning
$750 / mo
I handle the monthly books
Filing-only
From $1,650
2026 returns, limited engagements
01
Strategies shaped to the income you actually have — wages, portfolio, rentals, and a business you materially participate in — so the return supports a personal plan instead of merely recording the year.
02
Planning and compliance matched to the entity, the stage, and the objective. An S corporation, a partnership, and a disregarded LLC are not the same job.
03
Guidance when the question is not “what form,” but whether the books, the payroll, and the tax plan still describe the same business.
04
Work that happens in the quarters, not only in March. The point is to be ready for what is next, not only for what is due.

The practice
Founded the firm in 1997 to prepare returns, plan tax, run payroll, and keep books for owners who do not have a back office. Bachelor of Science in Accounting. Master of Science in Accounting, taxation.
“As an accountant, I understand the trust you place in this firm. The work will be accurate, organized, and respectful of your time.”
About the practicePublished 2026 fees only. Nothing here is a custom quote, and nothing here is tax advice.
Each month
Full Close
Books, close, and bank and credit-card reconciliation. Payroll is coordinated, not ignored until the W-2s.
Each quarter
Both year-round levels
The plan is rerun. Estimates, owner pay, and anything the books are trying to warn you about get a decision, not a bookmark.
Filing season
Every enrolled engagement
The entity return and the owner 1040, prepared from a year that was already reviewed — or, for filing-only, from a compliance engagement with a narrower scope.