Who We Serve · Austin, TX · Serving business owners nationwide

For owners whose companies have outgrown "just get it filed."

You've built something real. Now the taxes, the books, and the software behind them need someone who can see the whole picture. Here's who we work with, and how to tell if we're the right fit for you.

The owners we help most

Our clients usually have a few things in common:

  • Roughly 12 to 50 employees.We work with companies up to about 100, but this range is where we make the biggest difference.

  • Revenue doesn't matter.We've helped lean shops and eight-figure companies alike.

  • The company runs on software.Usually, QuickBooks, Sage, NetSuite, or Xero, with tools like Ramp, Bill.com, or Gusto plugged in.

  • Something has gotten harder.Growth outpaced the back office, a key finance person left, or the numbers stopped making sense.

Who we work with

Growing companies

Sales are up, headcount is up, and the back office is still running on the setup from three years ago. We get your taxes and books caught up to the company's actual position, so growth doesn't create surprises at filing time.

Companies that lost momentum

Maybe your CPA retired. Maybe margins slipped, or the market got crowded. We look at your finances with fresh eyes, find what's costing you, and help you make decisions based on numbers you trust.

Owners of multiple companies

Three LLCs, a holding company, and a real estate entity, each with its own books. We coordinate every return and the transactions between them, so one person sees how it all fits together.

Non-profits

Clean books and on-time compliance matter even more when donors and boards are watching. We help non-profits keep their finances organized and their filings current.

Foreign companies doing business in the US

Entering the US market brings new entities, new filing requirements, and new questions. We help international owners set up correctly and stay compliant from the start.

Industries where we know the terrain

Every industry has its own tax quirks and its own ways for the books to go sideways. These are the ones we see most.

Construction Job costing, progress billing, and retainage make the books harder than they look. We help you see which projects actually make money. Manufacturing Inventory, cost of goods sold, and equipment purchases all carry tax consequences. Getting them right can make a real difference in what you owe. Wholesale Thin margins leave little room for errors. We keep inventory and receivables accurate so your numbers reflect reality. Online retail Multiple sales channels, payment processors, and sales tax in many states. We tie it all back to one clean set of books. Real estate development Separate entities for each project, investors to report to, and depreciation that matters. We keep every project organized and every return coordinated. Professional services Owner pay, retirement plans, and entity structure often have the biggest effect on your tax bill. We help you set them up to work in your favor.

The moments that usually bring people to us

Most clients don't find us during a quiet month. They find us when something changes.

  1. The finance person left, and nobody else knows how the books work. → Accounting Cleanup & Tech Stack Fix
  2. A letter arrived from the IRS or the state. → Tax Problem Resolution
  3. The bank asked for financials you weren't ready to send. → Accounting Cleanup & Tech Stack Fix
  4. You switched software, and the books never recovered. → Accounting Cleanup & Tech Stack Fix
  5. You added another company, and filing got complicated. → Multi-Entity Tax Management
  6. Tax season keeps sneaking up on you, and you want someone watching all year. → Tax Strategy & Planning

Twenty years of seeing what goes wrong, and fixing it

We've worked with owners since 2005. That's long enough to have seen most of the ways taxes and books go wrong, and most of the ways back.

  • Since2005 helping owners with tax and accounting
  • $2M+ in tax credits captured for clients
  • Texas focus filings across Texas
  • Boutique by design a small client list, so you get real attention

  1. 2005:Started Austin Tax Pros, cleaning up QuickBooks files for local owners

  2. Boutique tax law firm:worked on IRS matters alongside tax attorneys

  3. Fractional CFO, COO, and turnaround roles:across retail, wholesale, and non-profit organizations

  4. Today:tax, cleanup, and year-round guidance for growing companies nationwide

Are we the right fit? Take the assessment.

Answer seven quick questions. The Right-Fit Assessment takes about a minute, and nothing you click is saved or shared.

1 of 7

  1. Does your company have employees?

  2. Do you use accounting software, or plan to soon?

  3. Would you like one person who knows both your taxes and your books?

  4. Would it help to have someone keeping an eye on your finances all year, not just at tax time?

  5. Are you open to fixing what's causing your problems, not just the symptoms?

  6. Is a one-time personal tax return the only thing you need right now?

  7. Is finding the lowest price or a do-it-yourself tool your top priority?

Sounds like we'd work well together.

You're the kind of owner we do our best work for: a real company, real systems, and a desire to get things right all year. The next step is a free, confidential conversation about where things stand.

Get a free, confidential consultation

You might be a great fit. Let's find out.

Some of your answers line up with how we work, and some depend on details a quiz can't capture. A free consultation is the fastest way to know for sure. No pressure, no commitment.

Book a free consultation

We might not be the right match right now.

From your answers, you may be better served by a preparer who focuses on individual returns, or by IRS Free File if your return is simple. If your situation changes, like adding employees, starting a second company, or getting a letter from the IRS, we'd be glad to hear from you.

Contact us anyway
Austin

An Austin team, working with owners nationwide

We're based in Austin and know Texas inside and out, from franchise tax to sales tax. But most of our work happens inside your software, so where you're located matters less than you'd think. Clients across Texas work with us by phone and video, and Greater Austin clients can meet with us in person after a free consultation.

Sound like you? Let's talk.

The first conversation is free and confidential. Tell us about your company and what's on your mind, and we'll tell you honestly whether we can help.

Call or text (512) 996-5845
Austin, TX 30.27° N · 97.74° W Based in Austin, TX · Serving business owners nationwide · In-person meetings available across Greater Austin
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