Accepting Clients
Sign up or schedule advising to begin.
Services
TAX PREPARATION
SMALL BUSINESS & PERSONAL TAXES
ESTIMATED TAXES
Need a tax return prepared?
- S Corporation taxes
- Partnership taxes
- Small Business taxes (LLC; Self-employed)
- Franchise taxes
- Sales taxes
- Personal federal & state taxes
Sign-up; chat any questions. Responses within 48 hours.
Estimated Taxes Due
Minimize tax surprises with a tax estimate service. A CPA will assess your income, deductions, and potential tax liabilities. Stay informed and in control of your tax obligations.
ADVISORY SERVICES
TALK TO A CPA
Need Advising:
Small Business
- New business formation incl. sole proprietorship vs. LLC
- Advising on start-up, finance, operations, and profit and tax planning
Personal Wealth
- Tax Planning and Strategy: learn how your income, property, or small business is taxed and ways to lower your tax liability.
- Financial Management & Budgeting
- Wealth & Retirement Planning
IRS Resolution
- Get help responding to IRS notices.
- Timely responses are key.
- Schedule advising today, upload the IRS notice to the tax portal (use sign up link) then discuss options with CPA during apt.
MEMBERSHIPS
SMALL BUSINESSES
Three membership options for LLCs and S Corporations.
- Standard
- Premium
- Exclusive
A membership creates an ongoing relationship with a credentialed expert and includes regular advising rather than a la cart service options.
Small Businesses Supported Include
About the Owner
Priscilla is a Certified Public Accountant (CPA) in Texas with over 15 years’ experience in financial advisory and tax services. Priscilla has a bachelor’s degree from The University of Texas at Austin and an MBA from Tarleton State University.
Priscilla formed a part-time LLC to tailor financial advisory and tax services to meet the needs of individuals, small businesses.