Business Details
Trusted Austin Accountants for Tax & Business Solutions
Since our establishment, we have dedicated ourselves to providing comprehensive accounting solutions tailored to the unique needs of individuals, executives, and business owners in the Austin, Texas area. Our team combines deep expertise in tax preparation, financial planning, and business consulting with a commitment to personalized service. We prioritize client relationships while continuously expanding our technical knowledge through professional development, ensuring we deliver accurate, strategic guidance.Our approach balances proactive tax savings strategies with meticulous attention to compliance, helping clients protect assets and optimize financial outcomes. With decades of combined experience among our professional staff, we serve as trusted advisors who take pride in making complex financial matters accessible and actionable for every client.
Services
Tax Preparation
Tax Planning
Estate Planning
Business Valuation
Bookkeeping Setup
Strategic Business Planning
Tax Problem Resolution
Cash Flow Management
New Business Formation
Succession Planning
Highlights and features
- We offer a free initial consultation to understand your specific needs
- Our team holds certified CPA credentials with decades of combined experience
- We provide tailored financial strategies for executives, business owners, and individuals
- Our Austin-based team maintains deep knowledge of local market conditions
- We combine technical expertise with personalized, relationship-driven service
Services
Tax Preparation
We prepare accurate federal and state tax returns for individuals and all business entities including corporations and partnerships. Our service includes electronic filing, math error verification, and identification of overlooked deductions. Clients receive personalized withholding advice to maximize cash flow and minimize future tax liabilities.
Estate Planning
Our estate planning services help clients organize asset distribution while minimizing probate complications and tax consequences. We assist with wills, trusts, and advance directives to ensure your wishes are executed properly during life transitions or after death.
Business Valuation
We conduct thorough business valuations for mergers, acquisitions, and succession planning purposes using industry-specific methodologies. Our reports provide defensible valuation opinions based on comprehensive financial analysis and market data to support critical business decisions.
Tax Planning
Our proactive tax planning identifies year-round opportunities to reduce tax burdens through strategic income shifting, deduction maximization, and entity structuring. We focus on minimizing taxes across multiple areas including investments, retirement distributions, and estate transfers while maintaining full compliance.
Bookkeeping Services
We offer complete bookkeeping solutions including system setup, monthly transaction recording, and financial statement preparation. Our services ensure accurate records for tax compliance, business decision-making, and performance tracking with options for ongoing support or periodic tune-ups.
People
Paul G. Totaro
CPA
Licensed CPA in Texas and California with over 10 years of experience in tax preparation, planning, and business counseling. Holds Texas state certification and maintains ongoing professional development.
Josh Little
Senior Tax Manager
Over 10 years of tax expertise with MBA from Lamar University. Specializes in complex return preparation and strategic tax planning for business and individual clients.
Kathy Robbins
Office Manager
Business Administration graduate with decade-long tenure managing office operations. Ensures smooth day-to-day functioning while maintaining client service standards.
Questions
What accounting services do you offer for individuals?
We provide tax preparation, estate planning, and tax optimization strategies specifically tailored to individual clients' financial situations.
How can business valuation services benefit my company?
Our business valuation services help determine accurate market value for mergers, acquisitions, succession planning, and tax purposes using comprehensive financial analysis.
Do you offer bookkeeping solutions for small businesses?
Yes, we offer complete bookkeeping services including system setup, tune-ups, and staff training to maintain accurate financial records.
What tax planning strategies do you specialize in?
We implement strategies to reduce tax liability through income deferral, deduction optimization, and entity structuring aligned with current tax laws.
