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Engagements are monthly, not hourly. Compliance Foundation starts at $850 a month, Advisory Partnership at $1,650 a month, and Fractional CFO at $4,800 a month. The starting figure depends on entity count, transaction volume, and how far behind the books are. You get a fixed monthly number before you sign anything. No surprise invoices, no billing for phone calls.

Yes. A meaningful share of the practice is high-earning W-2 individuals with equity compensation, concentrated stock, rental property, or multi-state exposure. If your situation is genuinely simple, a CPA is probably more than you need, and I will tell you that on the first call rather than sell you a monthly plan you do not need.

This is one of the most common reasons people call. Multiple unfiled years feels like a crisis and is almost always a solvable cleanup project. We reconstruct the books year by year, file the open returns in the right order, and deal with any IRS correspondence as it comes. Most catch-up engagements are resolved within three to five months.

A CPA is a state-licensed accountant who can handle the full picture: tax, financial statements, advisory, and attest work. An Enrolled Agent is federally licensed specifically to represent taxpayers before the IRS. Holding both means the same person who plans your taxes can also stand between you and the IRS if a notice or audit shows up.

Yes. As an Enrolled Agent I am authorized to represent taxpayers before the IRS at every level, from a CP2000 notice through an examination. If you are an existing client, representation on routine notices is included. For a standalone IRS issue, the first call is free and we scope the work before anything starts.

Tax preparation records what already happened and files it accurately and on time. Advisory looks forward. Twice a year we model entity structure, owner compensation, retirement contributions, and asset timing, decide on positions while there is still time to act, and the compliance return implements them at year-end. Preparation is required. Advisory is where the money is.

Yes. Federal tax is federal, and the practice handles multi-state filings routinely for clients with remote teams, rental property, or income in more than one state. The practice is Dallas based and most clients are in Dallas-Fort Worth, but the engagement model works anywhere in the country.

Bookkeeping runs on QuickBooks Online for most clients, and document exchange runs through a secure client portal. If you already use QuickBooks, nothing changes. If you are on something else, the transition is handled as part of onboarding. You will not be asked to learn new software on your own.

Yes, and it is one of the highest-value early conversations. The S-corp election can save real money on self-employment tax once profit is consistent, but it adds a payroll requirement and a reasonable-compensation standard. We model your specific numbers, show the after-tax difference, and only make the change if it clears that bar with margin.

The paperwork takes one short call and three signatures: an engagement letter, a document request to your prior CPA, and IRS Form 8821 if we need transcript access. From there the transition is on me. Switching mid-year is usually easier than waiting for year-end, because nothing is mid-deadline and there is time to do the discovery review properly.