It’s not about what you do.
It’s about how you do it.
With over 20 years of accounting experience, we’ve learned one thing.
Not all accountants are created equal. Maybe it’s time for a change?
By The Numbers
Useful information you can actually use.
Planning Is Everything
Don’t wait for problems to pop up before you take action. With proper planning and guidance, everyone wins.
Stress Is Optional
The sheer number of audits, penalties, and wage garnishments by the IRS is enough to make your head spin. Relax and let somebody else take care of the details for a change.
You have questions.
We have answers.
What if I’m not a medical professional?
We wouldn’t be able to help you directly, but we can make a referral you won’t regret. Send us a message and we’ll see how we can help.
Can you do the personal returns for my staff?
Yes. We have a popular program that lets you gift your employees yearly, filling services and practices of all sizes, really love it.
I’m a nurse practitioner who doesn’t have a practice or employees.
No problem. About half of our customers just work and aren’t a part of a practice. As long as you are a medical professional, that’s really all that matters. Schedule a call and we’ll see how we can help.
Set up a free call today, and we’ll get right to work.
We use QuickBooks is that OK?
No matter what software you’re using, we can help as long as we can get access either via the cloud or a direct remote connection.
Set up a free call today, and we’ll get right to work.
Do we come to your office?
Sure, our offices are in McAllen, Texas but we have clients all over the country. We can take care of you as long as your online but that doesn’t mean you can’t stop by anytime. If you do we happen to like all varieties of cookies and donuts.
Set up a free call today, and we’ll get right to work.
Can you help with retirement and estate planning?
Yes, but we’re not lawyers. We’ll work with your attorney to make sure your setup is right or bring in someone in our network to help. It’s always a good time to get that stuff squared away so good question.
Set up a free call today, and we’ll get right to work.
How much do you charge?
We won’t know until we talk. Once we figure out a plan, you’ll have the option of paying yearly, quarterly, or monthly. We don’t believe in surprises, so you’ll get a plain English breakdown of everything before we start.
Set up a free call today, and we’ll get right to work.
Don’t see what you’re looking for?
Questions & Answers
About Taxes
Can you lower my tax bill?
If it’s possible, we can do it. In plain English, we’ll explain what’s deductible and what credits you qualify for. Then we’ll give you a simple way to capture everything so we can make the most out of your next return.
I got a letter from the IRS. What should I do?
Take it seriously and respond quickly. Forfeitures, seizures, and fines come next. With your permission, we can speak with the IRS on your behalf and put together a plan that makes sense. Don’t wait. Don’t ignore notices. The IRS doesn’t forget.
What expenses can I deduct?
That depends on whether you’re filing as an individual, or business, or both. Each type has its own set of rules and limits. Once we understand your situation, we can make clear recommendations so your next return can be your best return.
Set up a free call today, and we’ll get right to work.
Can I deduct my home office or business vehicle?
Before anyone can answer that, we need to make sure your setup is proper for your situation. Many expenses can be deducted as long as they are directly related to your business. Every year, there are new changes to these deductions, and our job is to make sure you understand in plain English what’s deductible and what’s not.
Set up a free call today, and we’ll get right to work.
Don’t see what you’re looking for?
Questions & Answers
About Accounting
Do I need an accounting system?
Yes. But why? Our job is to get you the best results for a fair price. Your job is to be as organized as you can so we can focus on what’s important. The good news is that most software is inexpensive and easy to use. If you’re not using anything now, we’ll make a suggestion you can live with and make sure you know how to use everything.
What about payroll?
We’ll make sure you can run payroll in a few minutes, and we’ll take care of your taxes, withholdings, and other details so you can focus on business. If you have a system already, we’ll double-check to make sure it’s set up properly, and if you need a system, we’ll make a suggestion that makes sense for your situation.
We’ve fallen behind. Can you help?
Sure, no problem. We’ll get you caught up and put a plan in place so that it doesn’t happen again. If you have outstanding liabilities, we’ll prioritize them and make a realistic schedule that satisfies everyone, even the IRS.
Set up a free call today, and we’ll get right to work.
Don’t see what you’re looking for?
Questions & Answers
About Strategy
Do I need to form an LLC?
In many cases, an LLC makes perfect sense, but in others, it’s not the best choice. Take us up on our free call, and we can make a real recommendation and not a guess.
Am I using the right entity?
You might be. We’ll need to understand the details before we can make suggestions. We can tell you that over the years, we’ve met hundreds of individuals and companies that were not set up the right way, and they wound up paying for an expensive lesson from the IRS.
Do I need a separate bank account for my business?
Yes. The money you’ll spend to untangle personal and business expenses from a combined account is wasted money. We’ll suggest an account structure that will make both of our lives easier and eliminate wasted time.
Set up a free call today, and we’ll get right to work.
How do I pay myself as a member or owner of the business?
You can draw a salary, or you can take a periodic distribution depending on your situation. In some circumstances, both make sense. We’re here to understand your situation and get you set up in a way that allows you to get the most benefit from your hard work.
Set up a free call today, and we’ll get right to work.
Don’t see what you’re looking for?
Not all newsletters are boring.
Stay up to date with real information you can use and maybe a few jokes thrown in for good measure.
Let someone take care of you for a change.
Quick Links
Articles
Contact Us
Phone
Schedule A Call
Design by: Right Hand
Copyright © 2025. All rights reserved.