Business Details
50+ Years
experience
Trusted Tax & Accounting Services in Georgetown, TX
Our firm has provided tax, financial counseling, and accounting services in Georgetown, Texas since 1974. We prioritize building trust through personalized service, offering expertise in individual and business tax preparation, QuickBooks consulting, and financial planning tailored to clients' unique needs. Our team of three experienced professionals focuses on minimizing tax liabilities, maintaining accurate records, and fostering long-term relationships by delivering transparent, jargon-free guidance.We specialize in aiding small businesses with entity selection, payroll services, and audit support while providing estate planning and investment strategy advice. Our commitment to continuous client education ensures clients stay informed about tax law changes that may impact their financial goals.
Services
Tax Services
QuickBooks Consulting
Financial Counseling
Accounting
Tax Preparation
Details
- Year established: 1974
Highlights and features
- We offer over 45 years of tax preparation experience since 1974
- Our team provides personalized QuickBooks consulting services
- We specialize in small business accounting solutions tailored to local needs
- Our fee includes first-hour consultation for tax and financial planning
- We provide IRS audit representation and tax code compliance expertise
Associations and certifications
- CPA (Certified Public Accountant)
Services
Tax Services
Comprehensive individual and business tax preparation covering federal, state, and local requirements. Services include estate tax planning, business entity selection, and IRS audit representation. Our experienced team ensures compliance with evolving tax codes while minimizing liabilities through strategic planning and documentation organization.
QuickBooks Consulting
Tailored QuickBooks setup and implementation for small businesses. We provide transaction classification guidance, payroll processing integration, and financial statement preparation to ensure accurate record-keeping. Our approach emphasizes user-friendly systems that support sound business decision-making and tax filing requirements.
Financial Counseling
Custom financial strategy development focusing on retirement planning, investment suitability, and business succession transitions. We offer objective advice without commission incentives, emphasizing tax-efficient solutions for estate planning, business mergers, and personal financial goals.
Accounting Services
Complete accounting support from monthly reconciliation to budget creation. Specializing in small business needs including payroll processing, financial statement compilation, and tax documentation preparation. Our services ensure accurate financial records that support both operational decisions and regulatory compliance.
Tax Preparation
Specialized preparation of all tax forms including individual returns, corporate filings, and complex business tax reports. We handle estate taxes, sales tax compliance, and multi-jurisdictional filings while providing year-round tax planning advice to optimize clients' financial positions.
People
Kenneth E Jackson Jr., CPA
Certified Public Accountant
With over 45 years of experience since 1974, Kenneth E Jackson Jr., CPA provides expert tax preparation and financial counseling services in Georgetown, Texas. His practice focuses on building long-term client relationships through personalized tax planning and accounting solutions for individuals and small businesses.
Questions
What tax services do you offer for small businesses?
We provide complete business tax services including entity selection, payroll reporting, audit support, and Texas franchise tax compliance for corporations, partnerships, and sole proprietorships.
Do you assist with QuickBooks accounting software?
Yes, we specialize in QuickBooks setup, transaction classification, and financial statement preparation to help small businesses maintain accurate accounting records.
How can you help with estate tax planning?
We offer estate tax minimization strategies, trust planning, and gift tax reporting to help clients transfer wealth efficiently while complying with regulatory requirements.
Do you provide IRS audit representation?
Yes, we offer professional representation before the IRS for audit resolution and tax code compliance issues as part of our comprehensive tax services.
What accounting services are available for local businesses?
We provide monthly accounting, payroll processing, bank reconciliations, and budgeting support tailored to Georgetown area small businesses' specific needs.
