Your numbers, handled with care - and always on time.
For twenty years we've prepared returns, kept books and notarised documents for Austin families and small businesses. One flat fee, agreed before we start.
What we do.
Every engagement starts with a short call and a written, fixed fee. You'll know the cost before we open a single folder.
- 01
Individual tax returns
Federal and all-state returns, including stock compensation, rentals and side income.
- 02
Small-business tax & bookkeeping
Monthly books, payroll filings and year-end returns for LLCs and S-corps.
- 03
Tax planning
A mid-year review so April holds no surprises.
- 04
IRS letters & resolution
We read it, explain it and respond on your behalf.
- 05
Notary & mobile signings
Real estate closings, affidavits and powers of attorney - at our office or yours.
- 06
Estate & trust returns
Form 1041 and the first year after a loss, handled gently.
Book a consultation.
In our office on South Congress, over video, or - for notary work - we come to you.
“They found a deduction my last preparer missed for three years. Worth every penny.”
Please don't email us your W-2.
Upload here instead. Files are encrypted before they leave your device and go straight to your client folder - only our team can open them.
This is a demo: files stay in your browser and aren't uploaded anywhere.
The partners.
Margaret Hollis, CPA
Individual and estate tax. Former IRS revenue agent, which helps when the letters arrive.
James Reed, EA
Small-business books and payroll, and the firm's mobile notary service across Travis County.