Financial and Tax Planning in Austin

It's looking at taxes and the rest of your finances at the same time. We project your tax bill for the year, compare it against your cash flow and budget, review whether your entity setup and owner compensation still make sense, and flag decisions with a tax angle before you make them. For larger companies it also covers capital planning, controls and filings in more than one state.

Earlier than most people do. Ideally there's a planning conversation in the first half of the year and another in the fall, while there's still time to act. If you know a change is coming, like a jump in revenue, new hires, a big equipment buy, a new partner or a loan, call before it happens. December is late for most moves.

Preparation records what already happened and files the return. Planning works on what hasn't happened yet: timing of income and expenses, retirement contributions, depreciation choices, how owners take money out. Both matter, but only planning changes the outcome. A good return can't undo a decision made in July.

It usually does. When you can see expected receipts, payroll, tax payments and debt service laid out by month, you stop getting surprised by quarterly estimates or a slow paying customer. Our fractional CFO work builds that forecast, keeps it current, and helps you decide what to do when it shows a gap.

Yes. Texas has no personal income tax, but Austin companies still deal with the Texas franchise tax, and many sell to or employ people in other states that do tax income. We also work with owners who have foreign income, overseas accounts or international entities, including FBAR and FATCA reporting.

Usually established companies, often past about $5 million in revenue, that are hiring, adding locations, raising money or taking on bigger customers. Government contractors in the Austin area are a good fit too, since we also provide GovCon accounting (DCAA ready systems, indirect rates, incurred cost submissions) alongside the planning.

Yes. The founder is an IRS Enrolled Agent, licensed by Treasury to represent taxpayers before the IRS in all 50 states. If an audit letter shows up, a prior year balance needs a payment plan, or penalties need to be challenged, we handle the tax resolution work ourselves rather than sending you to someone new.

Your last two years of business and personal returns, current year financial statements, a payroll summary, loan details, and a short list of decisions you're weighing. Tell us what you want out of it too: lower taxes, better reporting, funding for growth, or cleaning up an old problem. It shapes where we spend the first meeting.