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.

During tax season, 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.

• Estimated Tax Calculations so you can stay ahead of your tax burden and avoid surprises at filing time and avoid unnecessary penalties and interest.
• Fall Tax Planning-Get a picture of what your taxes will look like for the year so you can plan accordingly and make sure your estimated taxes are on target.
• Priority Services- unlimited, priority access by email during normal business hours for questions related to taxes, business, and accounting. Does not include questions that require calculations.