Tax & books for individuals and small businesses.
Plain English.
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.
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.