Certified Public Accountants · Houston, Texas
We build the tax strategy first, then keep the books and file the returns that prove it — for real estate investors and business owners who want the plan before the deadline.
What we do
Custom engagement
A written plan built around your properties and entities — cost segregation, entity structure, real estate professional status, exit timing. Reviewed with you before the year closes, not after.
Fixed fee, quoted upfront
Individual, partnership, S-corp and rental returns prepared accurately and filed on time, with every deduction supported by documentation you can stand behind.
From $599 / month
Clean books, reconciled accounts and financial statements you actually read. Property-level reporting so you know which door earns and which one drains.
The approach
Most firms meet you once a year with a finished return. We work the other direction: decide what the year should look like, then keep the records that make it true.
Discovery
A call about your properties, entities and where the money actually goes.
Strategy
A written plan with the elections, structure and timing that lower the bill.
Execution
Books kept clean monthly, returns prepared and filed, documents in the portal.
Review
Checkpoints through the year so nothing is discovered in April.
Client reviews
“Anna restructured how we hold our rentals and found deductions our previous preparer never mentioned. The savings paid for the engagement several times over.”
“Clear answers, fast responses, no jargon. Our books are finally reliable enough to make decisions from.”
“First tax season in years where nothing was rushed. Everything was uploaded to the portal and handled well before the deadline.”
“She walked us through a cost segregation study step by step and explained exactly what it meant for our cash flow.”
Common questions
Get started
Call the office or open the secure client portal to send documents and request an introductory call. We reply the same business day.