Tax Services

We are 100% virtual. We can meet by phone or Zoom.  We provide a secure site for sharing your sensitive data.  

Donna is a CPA and Kirk is an Enrolled Agent and has a Masters in Accounting from Texas State. Together we have over 20 years of experience.

Once you have uploaded your tax documents, we will assign you a "tax preparation" start date.  This is the targeted date we will start preparing your return, assuming you have uploaded all your documents. 

We've found that providing too many services takes away from providing you with the best service.  But don't worry, we have some amazing partners that we can collaborate with to make sure you are taken care of. They include bookkeepers, payroll specialists, insurance providers, financial advisors, and attorneys.

You may have noticed a lot of CPA's/Tax Advisors are switching to advisory services and trying to get you into a monthly plan, especially if you own a business.  While it's nice to have access to these services, paying for them when you may not need them is not ideal.  So, we offer tax services and then we are available as needed for additional services, including advisory and tax planning....when you need them.