Please call for a free, 30-minute,
no obligation consultation to discuss
how our firm can help you.

2007 Tax Organizer Download a PDF of our tax organizer forms to help you gather information needed for your tax return.

OUR SERVICES

• Tax Return Preparation
• Planning to Reduce Taxes
• Homeowner Issues
• Audit Representation
• Business Consultation
• Business Management
• Franchises
• Accounting
• Retirement and College Planning
• Investment Services
• Financial Statements
• QuickBooks Support

WHY CHOOSE US?

• We're here all year to help you. We don't move out on April 16!
• Professionally licensed for 27 years, with new training annually.
• Friendly and confidential.
• Locally owned by 27-year Allen resident, active in Allen events.
• Member of Allen Chamber of Commerce, Allen Rotary Club and Better Business Bureau.
• Registered IRS e-file provider for faster refunds!
• Qualified to represent you in all IRS matters.
• We can prepare out-of-state returns for new Texas residents.
• We treat you with integrity and honesty, and we do not mistreat your budget!
• We're eager to add you to our list of satisfied clients.
• We tithe and encourage our clients to do the same.

IN THE KNOW & UP-TO-THE-MINUTE
WITH QUALIFICATIONS

• Education - Education in Accounting, Business and Finance
• Testing - Licensed and tested to ensure advanced comprehension in a broad range of tax and accounting matters
• Investment - Thousands of dollars each year are invested for continuing education and state-of-the-art tax and accounting software
• Resources - On-site access to the most recent IRS, state and local tax law developments

HOW YOU BENEFIT

• Minimize your taxes
• Develop practical tax cutting strategies
• File your returns correctly and on time
• Make better financial decisions throughout the year due to the solid accounting, budgeting and tax planning advice you receive
• Learn how to build your retirement savings
• Understand how to keep only the records required by law
• Run your business more accurately and efficiently
• lmplement sound financial and estate planning techniques

OUR PROCESS
Through interviews, questionnaires and an examination of your records, we will work closely with you to gain a clear understanding of your particular situation, your tax return and finances. We'll also develop practical tax and financial plans designed specifically for you.

YOU RECEIVE

• Personalized service
• Minimized tax exposure
• Thoughtful attention to detail
• Accurate, timely response
• Strict confidentiality regarding your matters