Tax & books, in plain English.
The same CPA every call.
Monthly bookkeeping, tax preparation and planning, and advisory services for small businesses and high-income households nationwide. An independent CPA practice headquartered in Katy, Texas. Accessible by phone, email, or video during business hours.
S-corp reasonable comp self-audit.
A 7-question PDF for S-corp owners who want to spot W-2 vs distribution risk before year-end planning gets rushed.
Five services. One CPA. Practicing since 2016.
The same CPA handles your books, your tax return, and your advisory engagement - from discovery call through every monthly close.
Accounting & bookkeeping
Monthly close, payroll, AP/AR. Clear, accurate books delivered on a predictable schedule.
Learn moreTax prep & planning
Federal, state, multi-state. Quarterly check-ins so April never surprises you.
Learn moreBusiness advisory
Entity structure, cash-flow planning, and owner compensation strategy. Ongoing strategic advisory.
Learn moreConsulting
Systems setup, software migrations, due diligence - project work, scoped flat-fee.
Learn moreFinancial planning
Personal tax + retirement, RSU strategy, real estate. For high-income households.
Learn moreOnboarding in three steps.
Free 30-min consult
A direct call with a licensed CPA. We discuss your situation, your needs, and confirm whether we are the right fit.
Onboarding in 2-3 weeks
Document handoff, software configuration, and any prior-year cleanup - managed by our team.
Ongoing relationship
Monthly close, quarterly planning calls, and year-round availability for questions as they come up.
What our clients say.
"We switched from a national chain to Alex. Same week, our books were cleaner and a real person was answering the phone."
"Alex caught a tax credit our last CPA missed for three years. The check covered five years of his fee."
"He explains things like you're a human, not an exam. That's rare in this field."
Anywhere in the US - without losing the relationship.
We work with clients across the US, headquartered in Katy, Texas. Document handoff, e-signatures, planning calls, and quarterly reviews happen through secure portals and scheduled video meetings. Houston-area clients are welcome to meet in person - but it is not required to work with us.
- Clients across multiple US states
- Secure portal for documents and e-signatures
- Scheduled video calls for planning and reviews
- Phone and email support during business hours
- In-person meetings available in the Houston area
Schedule your free 30-minute consult.
Tell us about your business and your goals. We will respond with a fit assessment and a clear next step.