Our Accountant and Tax Services
Comprehensive tax solutions tailored for individuals and businesses.
Full-Service Tax & Financial Solutions
Individual and Business Tax Filing
Whether you need to file tax returns for individuals, sole proprietors, partnerships, LLCs, S-Corps, and C-Corps. We identify eligible deductions, credits, and carryforwards to help maximize your tax savings. We also handle federal and multi-state tax filings, prior-year returns, and amended returns to keep you compliant and up to date.
- LLC & S-Corp Returns
- Corporate Tax Filing
- Multi-State Filing
- Amended Returns
- Prior-Year Returns
- Estimated Tax Payments
Tax Planning & Strategy
Reactive tax filing leaves money on the table. Our proactive planning approach means we're working with you throughout the year — reviewing your financials, modeling scenarios, and adjusting strategies before deadlines arrive. From entity structure optimization to retirement plan contributions, we find every legal avenue to reduce what you owe.
- Year-Round Planning
- Entity Structure Optimization
- Deduction Maximization
- Retirement Plan Strategy
- Cash Flow Forecasting
- Tax-Efficient Investing
IRS & Compliance Support
An IRS notice or audit can be stressful — but you don't have to face it alone. We represent businesses before the IRS, respond to correspondence, and resolve disputes efficiently. We also keep your business ahead of payroll tax deadlines, sales tax obligations, and evolving federal and Texas state regulations so you're never caught off guard.
- IRS Audit Representation
- IRS Notice Response
- Payroll Tax Compliance
- Sales & Use Tax
- State & Local Tax (SALT)
- Penalty Abatement
IRS & Compliance Support
An IRS notice or audit can be stressful — but you don't have to face it alone. We represent businesses before the IRS, respond to correspondence, and resolve disputes efficiently. We also keep your business ahead of payroll tax deadlines, sales tax obligations, and evolving federal and Texas state regulations so you're never caught off guard.
Accounting Services
Disorganized books lead to missed deductions and stressful tax seasons. Our accounting services keep your financials clean, current, and categorized correctly all year long. We reconcile accounts, produce monthly reports, and give you a clear picture of your business's financial health — so there are no surprises when it's time to file.
- Monthly Bookkeeping
- Bank Reconciliation
- Profit & Loss Statements
- Balance Sheet Preparation
- Chart of Accounts Setup
- QuickBooks Support
Payroll Services
Payroll errors are costly — both in penalties and employee trust. We manage your entire payroll cycle: calculating wages, withholding federal and state taxes, processing direct deposits, and filing all required payroll tax returns (941, 940, TWC). At year-end, we prepare and distribute W-2s and 1099s so you're fully compliant without the headache.
- Weekly / Bi-Weekly Payroll
- Federal & State Tax Withholding
- Direct Deposit Processing
- Form 941 & 940 Filing
- Texas Workforce Commission (TWC)
- W-2 & 1099 Preparation
Your Financial Goals Deserve the Right Partner.
From personal tax returns to business accounting and advisory, we provide the expertise and personalized support you need to manage your finances with confidence. Whether you're an individual or a business owner, let's find the right solutions for you.
- No Obligation
- Personalized Assessment
- Clear Action Plan
- Transparent Pricing
Your Financial Goals Deserve the Right Partner.
From personal tax returns to business accounting and advisory, we provide the expertise and personalized support you need to manage your finances with confidence. Whether you're an individual or a business owner, let's find the right solutions for you.
Simple, Transparent Pricing
Whether you're an individual or a business owner, we offer personalized solutions to fit your needs and budget. Our goal is to provide reliable, professional service at a fair price, with clear pricing and no hidden fees or surprises.
All pricing is customized after your free consultation. The tiers below are starting points.
Essentials
For small businesses and sole proprietors with straightforward tax needs.
- Single-entity tax return
- Federal & Texas state filing
- Basic deduction review
- E-filing included
- One revision round
Business
For growing businesses that need comprehensive filing plus year-round planning.
- Multi-entity or S-Corp / C-Corp return
- Federal, state & multi-state filing
- Full deduction & credit optimization
- Quarterly estimated tax planning
- Bookkeeping review
- Priority response
Full-Service
For businesses that want a dedicated advisor handling tax, accounting, and payroll end-to-end.
- Everything in Business
- Monthly bookkeeping
- Payroll processing
- IRS representation
- Year-round strategy sessions
- Dedicated advisor
Common Questions
Don't see your question here? Reach out — we're happy to help.
Ready to Get Started?
Schedule your free consultation today and discover how Vertex Tax Advisors can help your business thrive.