Non-Profit Organizations

Trade Associations

Being based in Austin, we are accustomed to serving statewide trade associations. We are adept at handling various tasks. Whether the engagement calls for monthly financial statement issuance, an independent audit, agreed-upon procedures, or unrelated business income tax issue clarification, the service will be provided in a timely and conscientious fashion.

Charitable Organizations

Internal Revenue Code Section 501(c)(3) entities have unique challenges for which we can provide assistance. It might be complying with fund accounting, designing an internal control structure, or meeting a donor imposed deadline for audit issuance. Resolving these issues and others are within our firm's capabilities.

Homeowners’ Associations

Property managers have different systems for maintaining associations, both operationally and financially. We are able to gain an understanding of those systems in order to best serve our homeowner association clients. These engagements range from audits, reviews, and compilations to federal and state tax compliance.

Small Businesses

We can advise you in the area of entity selection if your company is just beginning. For those small businesses that are established, services include financial statement issuance, payroll tax compliance, completion of personal property renditions, Texas franchise/margin tax filings, and preparation of federal tax returns. Many clients utilize quarterly or year-end estimates in order to assess the amount of their liabilities and determine what strategies can be implemented to reduce their tax burden.

Individual Taxation

The conscientious work approach employed at our office has cultivated Form 1040 clientele exhibiting a broad spectrum of characteristics. Examples are the individual who has nothing more than wages to report, the entrepreneur with Schedule K-1 statements from a variety of entities, or the investor with stock sales and investment earnings to report. Everyone is faced with the fact that income tax has a material affect on their financial position. Those that don't have annual tax reporting challenges can benefit from retaining us so there is that familiarity and trust when special circumstances arise.