Business Details
32 Years
experience
Expert Accounting and Tax Services in Houston
For over 25 years, we have provided personalized financial guidance to individuals and businesses in Houston, TX. Our expertise spans tax management, accounting services, IRS representation, financial statement preparation, and strategic financial planning. By combining seasoned professionals with a client-focused approach, we ensure every client receives tailored analysis and attention. Our dedication to high standards, experienced tax professionals, and proactive service has earned us a loyal client base.We help clients maintain financial viability today while planning for future goals through services like retirement planning, estate management, and business advisory solutions. Our mission is to simplify complex financial matters and deliver discreet, efficient results.
Services
Tax Preparation
Financial Planning
IRS Audit Representation
QuickBooks Setup
Business Accounting
Estate Planning
Payroll Services
Cryptocurrency Accounting
Non-Profit Tax Services
Tax Relief Solutions
Details
- Year established: 1994
Highlights and features
- We offer over 25 years of experience in accounting and tax services.
- Our team provides IRS audit representation with proven success.
- We specialize in QuickBooks setup and training for small businesses.
- Our financial planners create customized retirement and estate strategies.
- We combine personalized service with cutting-edge financial technology.
Services
Tax Preparation
We prepare and file federal, state, and local tax returns for individuals and businesses. Our experts identify deductions and credits to minimize liability while ensuring compliance. Services include payroll tax processing, sales tax compliance, and entity structure optimization for S-Corps, C-Corps, and LLCs.
IRS Audit Representation
Our team handles IRS and state tax audits from start to finish. We manage correspondence, negotiate settlements, and appeal decisions when needed. With decades of experience, we protect clients' interests during audits and resolve issues like liens, levies, and wage garnishment.
Financial Planning
We create personalized financial plans for retirement, estate preservation, and wealth transfer. Services include risk assessment, investment strategy reviews, Roth IRA conversions, and retirement income distribution planning to help clients achieve long-term financial independence.
QuickBooks Setup
We implement and customize QuickBooks for small businesses, including chart of accounts setup, payroll integration, and transaction migration. Our training ensures clients maximize software efficiency for daily accounting tasks and financial reporting.
Business Advisory
We provide cash flow analysis, budget forecasting, and strategic tax planning for businesses. Services include internal control implementation, profitability optimization, and outsourced CFO support to help companies improve financial performance and operational efficiency.
People
James DiFrancesco
Founder & CPA
CPA with nearly three decades of experience, specializing in accounting and financial planning. Established the firm in 1994 after graduating from Texas A&M with dual degrees in accounting and finance.
John Bell
Tax Manager
CPA with 20+ years in accounting, previously served as CFO and Corporate Controller. Expert in financial statements for publicly traded companies and Alaska native village audits.
Debi Thomas
CPA
Over 30 years of tax experience with expertise in public accounting, from national firms to local practices. Graduated from University of Texas at Arlington in 1983.
Crystal Cortez-Zelaya
Tax Accountant
20+ years in accounting with expertise in tax and payroll services. Holds BBA from University of Houston and MBA from University of St. Thomas. Fluent in English and Spanish.
Adriana Ulloa
Tax Accountant
Recent hire with advanced accounting degrees from University of Texas - Rio Grande Valley. Fluent in English and Spanish, preparing for CPA exam in 2024.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, cash flow management, financial forecasting, and outsourced CFO services tailored to small business needs.
Can you help with IRS audit representation?
Yes, our team handles IRS audits, including correspondence, negotiations, and appeals to resolve tax disputes and minimize liabilities.
Do you offer QuickBooks setup and training?
We specialize in QuickBooks implementation, chart of accounts setup, and customized training for small business owners.
What financial planning services are available?
We offer retirement planning, estate strategies, investment reviews, and tax-efficient wealth transfer solutions for individuals.
How do you handle business tax compliance?
We manage federal/state filings, payroll taxes, sales tax compliance, and entity structure optimization to ensure regulatory adherence.
