Compliance is the floor. Strategy is the ceiling. We do both.
Our Quarterly Tax Cadence (So April Isn't a Surprise)
Projection & Planning
January: We project your full-year liability, identify deductions to accelerate/defer, and set estimated payments. You know your number in February, not April.
Mid-Year Adjustment
June: Actuals vs. projection. We adjust estimates, catch new opportunities (Section 179, retirement contributions), and course-correct before the window closes.
Strategy Deep-Dive
September: Entity structure review, state nexus check, year-end move planning. The moves that save real money happen *before* December 31.
Execution & Filing
October–December: Execute year-end strategies, finalize estimates, prepare for clean filing. Returns go out early — you review, approve, done.
What You Actually Get
Proactive Quarterly Tax Planning
Four touchpoints a year — not one. We meet before each quarter ends to project, adjust, and optimize.
Return Preparation & Filing
Federal, state, local, payroll, sales, franchise. Multi-state coordination included. E-filed with confirmation tracking.
IRS & State Representation
Notices, audits, appeals — Alison handles them directly. You don't talk to the IRS. We do.
Texas Franchise & Sales Tax
Texas-specific expertise. Margin tax calculation, sales tax nexus, audit defense. We know the Dallas comptroller's office.
Individual Tax Returns
Your personal return coordinated with your business strategy. No silos — one firm, one picture.
Fixed-Fee Engagement Letters
No hourly surprises. You know the price before we start. Scope changes? We discuss and agree first.
Tax Questions?
Do you only work with businesses in Dallas? ▼
We serve clients in-person across Dallas-Fort Worth and remotely throughout Texas and the United States. Cloud accounting makes distance a non-issue — we have clients in Austin, Houston, and several other states.
What's the difference between a CPA and a bookkeeper? ▼
A bookkeeper records transactions accurately. A CPA interprets those records for tax strategy, compliance, and financial decision-making. We provide both — Penny handles daily books; Alison provides CPA-level advisory. You get the full stack without coordinating two firms.
What does a Virtual CFO actually do? ▼
Think of it as part-time financial leadership. We build forecasts, monitor KPIs, prepare board packages, manage banking relationships, and advise on hiring, pricing, and capital decisions — without the six-figure salary. You get a dedicated CFO who knows your business, not a call center.
How does the free consultation work? ▼
A 30-minute conversation (phone or video) where we learn about your business, review your current financial picture, and outline exactly how we'd help. No obligation, no pressure. You leave with a written Financial Health Snapshot and clear next steps.
Can you work with my existing attorney or investment advisor? ▼
Absolutely. We regularly collaborate with estate attorneys, wealth advisors, and bankers. Coordinated advice produces better outcomes — your tax strategy should talk to your estate plan, and your cash-flow plan should talk to your investment policy.
What accounting software do you use? ▼
We're QuickBooks Online ProAdvisors and also work with Xero, NetSuite, and other cloud platforms. We'll recommend what fits your complexity and migrate you smoothly. You own your file — we just steward it.
Are you a fiduciary? ▼
Yes. As a CPA and CEPA, Alison is bound by the AICPA Code of Professional Conduct and the Exit Planning Institute's fiduciary standard. We don't sell products. We don't take commissions. Our only compensation is the fee you pay us.
Ready for tax clarity?
A free consultation reveals what you're overpaying — and what we can do about it. No pressure. No jargon. Just a clear next step.
- Free 30-minute tax-savings review
- Written Financial Health Snapshot included
- Clear next steps — or a polite "not a fit"
Or call us directly
We answer during business hours. If we miss you, we'll call back same day.
(214) 707-1776