Business Details
23 Years
experience
Trusted Accounting and Tax Services in Fort Worth
Our firm provides comprehensive accounting, tax, and business advisory services tailored to small businesses and nonprofit organizations. With over two decades of experience in public accounting and diverse industries, we combine technical expertise with personalized service to help clients optimize financial outcomes. Our team holds prestigious certifications including CPA, CITP, and CGMA, reflecting our commitment to professional excellence. We specialize in tax planning, IRS representation, and nonprofit financial management while maintaining a strong focus on community service.Our approach emphasizes proactive guidance, leveraging technology like Xero software to streamline financial processes. As educators, we empower business owners through the Goldman Sachs 10K Small Business program, teaching financial statement utilization for strategic decision-making. Client testimonials consistently highlight our responsiveness, tax savings expertise, and ability to simplify complex accounting principles.
Services
Tax Preparation
Tax Planning
Tax Resolution
Bookkeeping
Payroll Services
Nonprofit Accounting
IRS Representation
Financial Analysis
Strategic Planning
Record Retention
Details
- Year established: 2003
Highlights and features
- We offer 20+ years of experience in accounting and tax services across multiple industries
- Our team includes certified experts with CPA, CITP, and CGMA designations
- Specialized support for nonprofit organizations with compliance and tax exemption processes
- Proven track record saving clients money through strategic tax planning
- Active community involvement with board positions at local nonprofit organizations
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Xero Advisor
What people say
Responsive and helpful
Saved us money
Excellent service
Trust her approach
Professional and prompt
Services
Tax Preparation
We prepare individual, business, estate, and nonprofit tax returns with meticulous attention to detail. Our CPA-led service ensures compliance while maximizing deductions. Clients receive thorough review sessions to understand their returns and future planning opportunities.
Tax Planning
Our proactive tax planning identifies savings opportunities throughout the year. We analyze income timing, deductions, retirement contributions, and business structure optimization to minimize liabilities while aligning with long-term financial goals.
Tax Resolution
We represent clients in IRS audits, payment plans, and offer in compromise negotiations. Our team handles penalty abatement requests and tax debt resolution while providing ongoing compliance guidance to prevent future issues.
Nonprofit Accounting
Specialized support for nonprofit organizations includes tax exemption applications, compliance reporting, internal control implementation, and Form 990 preparation. We help nonprofits maintain compliance while focusing on their mission-driven work.
Bookkeeping Services
We provide comprehensive bookkeeping solutions including payroll processing, financial statement preparation, and QuickBooks support. Our services ensure accurate record-keeping for informed business decisions and smooth tax season preparation.
People
Lynn A Sudbury
CPA, Owner
With 20+ years in accounting, Lynn holds CPA, CITP, and CGMA certifications. She serves small businesses and nonprofits, leveraging expertise from banking, software development, and legal administration sectors. An active nonprofit board member, she teaches financial management through the Goldman Sachs 10K Small Business program.
Questions
How can I check my IRS refund status?
Use the IRS Refund Tracker with your Social Security number, filing status, and exact refund amount to monitor your refund progress.
What college expenses qualify for tax deductions?
Eligible expenses include tuition, fees, and course materials. We'll help determine optimal benefits through the Lifetime Learning Credit or HOPE credit during tax preparation.
How long should I keep tax records?
Maintain records for at least three years from filing date, though seven years is recommended for comprehensive documentation retention.
What distinguishes C and S corporations?
S corporations avoid double taxation by passing income through shareholders, while C corporations face corporate-level taxation. We help determine optimal business structure based on specific needs.
How should I handle IRS notices?
Upload notices to our portal immediately. We'll analyze the issue and guide you through appropriate resolution steps tailored to your situation.
