We're On The Move in Katy! New Address Effective July 15th - 814 East Avenue, Suite F, Katy TX 77493

Special Projects

Offering a robust line of products to meet your personal and business needs

Special projects—just in time

QBO Setups and Conversions

Move your accounting from desktop to anytime, anywhere and any device access.

Entity Analysis

Our proprietary analysis tool will help you choose the right entity and minimize tax burdens.

Business Sales and Purchases

We will design and structure your business sale or purchase to maximize tax benefits.

Retirement and Benefit Plan Analysis

So many choices! We will explain your options so that you choose the best for you and your business.

Nonprofit Tax Exemptions

We help you and your organization secure IRS approval for your exemption from taxes.

Like-Kind Exchange (Section 1031) Analysis

We will run the numbers and explain the rules so that you make the right decision.

IRS Representation

In the event of an audit, we will represent your interests as if they were our very own.

Research and Development (R&D) Tax Incentives

We can generate significant tax savings for your investments in creativity, innovation and improvement.

Cost Segregation Studies

Increase your cash flow from the acceleration of depreciation on your real estate assets