Free Consultation · Austin, TX · Serving business owners nationwide

Tell us what’s going on. We’ll tell you where you stand and what to do first.

Whether you’re holding an IRS letter, behind on filings, or tired of numbers you can’t trust, the first conversation costs nothing and stays between us. You’ll talk with Eric directly, not a call center or an automated tool.

Request your free consultation

What happens after you reach out

  1. We get back to you quickly. Eric reviews what you’ve shared and contacts you to set up a time to talk.
  2. We talk it through. You explain what’s happening, share any letters or reports, and ask whatever’s on your mind. Eric tells you what’s urgent, what can wait, and whether we can help you save money.
  3. You decide what’s next. If we’re a good match, you’ll get a clear quote before any work begins. If we’re not, we’ll point you in a better direction.

Helpful to have on hand, though not required

If you don’t have any of these, call anyway. We can start with whatever you have.

(512) 996-5845
  • Any letters or notices from the IRS or the Texas Comptroller, including every page.
  • Your most recent tax return, if you have it.
  • Access to your accounting software, or a recent profit and loss report.
  • A short list of questions you’d like answered on the call.

Why owners feel comfortable making the first call

  • A real person on the other end. You’ll speak with Eric, who has helped owners with tax and accounting since 2005.
  • No pressure. The consultation is to help you understand your situation, whether or not you hire us.
  • Plain English. You’ll leave with a clear picture of what’s happening, without jargon.
  • In person if you prefer. After your consultation, Eric is glad to meet anywhere in the Greater Austin area. Owners anywhere else in the country meet by phone or video.

Before you reach out

Yes. There’s no charge and no obligation. If you decide to work with us, you’ll get a clear quote before any work starts.

Based in Austin, TX · Serving business owners nationwide · In-person meetings available across Greater Austin

This firm is not a CPA firm, and its services are not regulated by the Texas State Board of Public Accountancy.

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