Business Details
28 Years
experience
Trusted Business Advisors for Tax Planning & Small Business Growth
Since 1998, our firm has been dedicated to empowering small business owners through strategic tax planning, personalized consulting, and comprehensive educational resources. Our team of certified professionals integrates seamlessly with client operations, offering tailored guidance to enhance productivity, implement efficient accounting systems, and achieve significant tax savings. With offices in San Antonio and Victoria, Texas, we combine over 25 years of industry expertise with a commitment to transparent, project-based pricing and ongoing client education through workshops and webinars.Our approach emphasizes long-term partnerships, focusing on proactive solutions that address both immediate needs and future growth objectives. By prioritizing client collaboration and leveraging our deep understanding of small business challenges, we deliver actionable strategies that simplify financial management and foster sustainable success.
Services
Tax Planning
Small Business Consulting
Accounting Software Setup
Educational Workshops
Compliance Assistance
Financial Management
Business Strategy
Details
- Year established: 1998
Highlights and features
- We offer 25+ years of specialized small business tax expertise
- Our team integrates directly with client operations for personalized solutions
- We provide project-based pricing with complete transparency
- We deliver practical educational resources including workshops and webinars
- Our certified professionals implement proven accounting system strategies
Associations and certifications
- CPA
Services
Tax Planning
Our proactive tax planning services help businesses minimize liabilities while maintaining compliance. We develop customized strategies that align with your specific industry needs and growth objectives, ensuring maximum savings through legitimate deductions and credits while maintaining full regulatory compliance.
Small Business Consulting
We provide comprehensive consulting services focused on operational efficiency and financial growth. Our certified advisors work closely with business owners to implement effective accounting systems, develop scalable processes, and create strategic plans that address both current challenges and future expansion opportunities.
Accounting Software Setup
Our QuickBooks-certified professionals specialize in configuring accounting systems tailored to your business needs. We handle complete software setup, data migration, and staff training to ensure smooth implementation and optimal utilization of financial management tools for improved operational efficiency.
Educational Workshops
We offer in-person and virtual educational programs covering tax updates, compliance requirements, and financial management strategies. Our workshops provide actionable insights and practical tools that entrepreneurs can immediately apply to enhance business performance and decision-making capabilities.
Compliance Assistance
Our compliance services ensure businesses meet all tax and financial reporting requirements. We provide ongoing support for payroll processing, financial statement preparation, and regulatory filings while implementing internal controls to maintain consistent compliance and avoid potential penalties.
People
David B. Plemons
President and Owner
Certified Public Accountant with over 25 years of experience guiding small businesses. Specializes in strategic tax planning and business growth consulting, combining technical expertise with practical entrepreneurial insights to deliver actionable solutions for business owners.
Rita McDaniel
Senior Business Advisor
Certified QuickBooks Pro Advisor with extensive experience in accounting software implementation. Provides expert guidance on financial management systems and payroll solutions, helping businesses streamline operations through technology-driven processes and customized training programs.
Gloria McDaniel
Senior Tax Preparer
Certified QuickBooks Pro Advisor specializing in tax preparation and compliance. Offers in-depth knowledge of tax code requirements and implementation strategies, ensuring accurate filings while identifying opportunities for legitimate tax savings and regulatory compliance.
Becki Gaytan
Firm Administrator
Manages firm operations and client coordination with over 15 years of administrative experience in accounting practices. Ensures seamless service delivery through efficient resource management and client communication while maintaining high standards of professional service.
Bertha Garza
Accounts Payable Specialist
Experienced payroll and accounts payable specialist with expertise in financial processing systems. Maintains accurate financial records and ensures timely processing of business transactions while supporting clients with day-to-day accounting operations.
Questions
What accounting services do you specialize in for small businesses?
We specialize in tax planning, compliance assistance, accounting software implementation, and customized business consulting tailored to small business needs.
How do your educational workshops benefit business owners?
Our workshops provide practical tools, tax updates, and strategic insights that entrepreneurs can immediately apply to improve financial management and business operations.
What areas do you serve?
We primarily serve San Antonio and Victoria, Texas, with both in-person and virtual service options available for clients nationwide.
How does your consultation process work?
We offer free initial consultations to understand your business needs, followed by customized strategy development and transparent project-based pricing options.
What makes your firm different from other accounting services?
We combine CPA expertise with business coaching, offering integrated solutions that address both financial compliance and strategic growth planning for small businesses.
