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Pro-Active Tax Planning...
"William has been a tremendous help to my family in realizing the importance of pro-active tax planning. I give him & his staff the highest possible recommendation as your tax professionals."
-D. Coombs, PhD
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Home Services Personal Financial Services

 

IRS Problems Houston, IRS Tax Preparation, Houston Federal Tax Preparing, Income Tax Accounting
Referral Sources
Where other professional services such as banking, pension administration, real estate, legal council and specific industry consultants are required, we can draw upon our professional relationship with respected professionals who will service you well.
 
Tax Litigation, Forensics Accounting and Expert Witness
We have assisted clients in the reconstruction of financial transactions before various taxing authorities and as an aid to legal counsel in civil and criminal matters. We have assisted clients in determining financial activities, basis determination and current fair market value analysis to assist in disputes arising from inheritance and divorce issues. We also work with legal counsel and act as an expert witness in these areas.
 
Estate and Retirement Planning
We work in conjunction with our clients' attorney to provide extensive estate planning models where needed. We incorporate various trust vehicles, charitable and individual gifting plans and other structure to satisfy the wishes of our clients in a tax efficient manner. We also work with our corporate clients to assist implementing retirement plans.
 
Investment Support
We work closely with investment counsel to develop plans that meet the long-term goals of our clients. For a number of our high net-worth clients, we summarize global investments in a manner that provides for quick review of asset allocation and investments in real estate and securities to determine basis or current valuation. We can also assist clients with complex investment structures by providing personal financial statements and bookkeeping services.
 
Representation Before Taxing Authorities
We have experience representing businesses before the Internal Revenue Service. We also have had experience representing businesses and individual before other taxing authorities, such as, the Texas Franchise Tax Agency, The Texas Workforce Commission, and other regulatory departments and agencies.
 
Tax Planning for Executives and Owners of Closely Held Companies
Executives and owners of closely held companies face tax issues that are generally more complex. They may involve stock options, deferred compensation, insurance, estate planning, multi-state or non-resident returns. Entrepreneurs must contend with corporate dividend policies, unreasonable compensation challenges from the internal Revenue Service, and business succession planning. We can assist by designing strategies to meet joint objectives of the owners and the company.
 
Personal Tax Planning and Return Preparation

Our services include preparing federal and multi-state tax returns, tax projection, W-4 analysis, estimated tax payment calculations, and extensive year round multi-year tax planning to minimize or defer income tax.