Big 4 Trained CPA
Texas State Board Licensed
IRS Authorized e-File Provider
Serving Clients Across Texas
Former Hospital CFO & ASC CEO

Simple Tax Preparation for Individuals

Your return, prepared by a CPA and filed on time. You deal with Brent directly.

Big 4 trained  |  Fast turnarounds  |  Former hospital CFO

Two Ways to Work Together

Choose the plan that matches your tax situation. Both include professional CPA preparation, federal and state filing, and email support.

Simple

For straightforward tax situations

Fixed fee, scoped in writing after a short call
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Individual Tax Return (1040): W-2 income, investment income
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All Schedules and Forms: Complete documentation
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Federal and State Filing: IRS e-file included
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Email Support: directly with Brent
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CPA Reviewed: Big 4 trained professionals
Get Started

Feature Comparison

Simple
Premium
1040 Preparation
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All Schedules
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Federal and State Filing
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Investment Income
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Rental Property Support
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✓
Self-Employment Support
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Annual Tax Planning Call
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✓
Email Support
✓
Priority
Phone Support
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Frequently Asked Questions

Can I cancel anytime?

Yes. Both plans are month-to-month with no long-term commitment. If you're not satisfied, cancel at any time.

When will my return be filed?

When we receive your complete documents, we'll give you the date your return will be ready for review. Once you approve, we e-file. Most returns are processed by the IRS within 2-3 weeks.

What if I owe taxes?

We'll calculate what you owe and can discuss payment plan options. There are typically several ways to pay the IRS if you can't pay in full.

Do you support amendments (Form 1040-X)?

Yes. If you need to file an amended return after the fact, we can help with that (included in Premium; scoped separately for Simple).

What happens if I'm audited?

We'll help you gather supporting documentation and communicate with the IRS. For Premium members, we provide audit support at no extra cost.

Is my information secure?

Your information is confidential under Texas State Board of Public Accountancy rules and federal law. We'll explain how documents are exchanged when we start working together.

Talk to Brent about your return

Schedule a free consultation. We'll answer your questions and help you choose the right plan.

Book Free Consultation
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