Services
Three pillars: tax, structure, books.
What David prepares
Pick the service that matches your situation.
Individual and business returns are usually prepared together, so the business and its owners are planned as one.
Form 1040
Individual Tax Preparation
Federal individual income tax returns (Form 1040) for employees, self-employed professionals, investors and rental property owners, prepared and reviewed by a Texas CPA.
Learn moreForm 1120-S
S Corporation Tax Returns
Form 1120-S preparation for S corporations, including shareholder K-1s, reasonable compensation review and the Texas franchise tax report.
Learn moreForm 1120
C Corporation Tax Returns
Form 1120 preparation for C corporations and personal service corporations, with Texas franchise tax, estimated payments and officer compensation planning.
Learn moreForm 1065
Partnership and LLC Tax Returns
Form 1065 preparation for partnerships and multi-member LLCs, with partner K-1s, capital account tracking, guaranteed payments and special allocations.
Learn moreForm 1041
Trust and Estate Tax Returns
Form 1041 fiduciary income tax returns for trusts and estates, with beneficiary K-1s, distributable net income calculations and final-year filings.
Learn moreLLC, S corp, C corp, partnership
Business Entity Structuring
Choosing and setting up the right business structure: LLC, S corporation, C corporation or partnership, with the tax elections, EIN and payroll setup done correctly from day one.
Learn moreQuickBooks Online and Desktop
Bookkeeping, Accounting and Payroll
Monthly bookkeeping, financial statements and payroll for small businesses in QuickBooks Online or Desktop, prepared by the same CPA who files the tax return.
Learn moreEvery engagement
What is always included.
Fixed fee, quoted first
One price for the project, agreed before the work begins. Scope changes are discussed before they are billed.
Direct access to David
No staff hand-offs. The CPA who quotes the work prepares it, reviews it with you and signs it.
Questions during the year
Withholding, a purchase, an IRS letter: call or email. Most ongoing questions carry no extra charge.
Dropbox, Zoom, e-file
A shared folder for documents, a video or phone review, electronic filing with the IRS and the states.
Industries
Who the practice serves.
Owner-operated businesses, professionals and families in Austin and across the country.
- 1120-S
- 1040
Real estate agents and brokers
Commission income, S corporation elections, vehicle and home office deductions.
- Schedule E
- 1065
Rental property investors
Schedule E, depreciation, repairs versus improvements, partnerships that hold property.
- 1120-S
- Payroll
Professional practices
Consultants, medical and dental, legal and design practices, with payroll and bookkeeping.
- Bookkeeping
- 1065
Retail and restaurants
Sales tax, inventory, tips and payroll, with monthly books in QuickBooks.
- 1120-S
- 1099s
Contractors and trades
Job costing, 1099 subcontractors, equipment depreciation, Texas franchise tax.
- 1120
- Structuring
Start-ups and technology
C corporation returns, stock options, investor reporting and state registrations.
- 1041
Trustees and executors
Fiduciary returns for trusts and estates, beneficiary K-1s and final filings.
- 1040
Families and individuals
W-2 plus investments, side businesses, marketplace health coverage, moves between states.
Free initial consultation
Start with a free conversation
Tell David what you need, by phone, email or Zoom, and get a fixed-fee quote before any work begins. In person in Austin, remote anywhere.