Business Details
Expert Tax & Accounting Services in Round Rock, TX
We are a seasoned team of accounting professionals with decades of combined experience in tax, bookkeeping, and financial consulting. Our firm was founded on the principle of providing tailored solutions to meet the evolving needs of businesses and individuals in Round Rock, Georgetown, and Cedar Park, TX. Our expertise spans tax compliance, business financial services, and strategic advisory, supported by continuous investment in technological tools to enhance service efficiency.We prioritize accuracy, ensuring all work undergoes rigorous partner-level review, and maintain a proactive approach to staying current with federal and Texas-specific tax regulations. Our mission is to deliver precision-driven services that empower clients to achieve financial stability and growth through informed decision-making.
Services
Tax Preparation
Business Accounting
Financial Consulting
Estate Tax Services
Trust Tax Services
Franchise Tax Returns
Property Tax Renditions
Management Advisory
Controller Services
Bookkeeping
Highlights and features
- We offer over 60 years of combined business consulting experience.
- Our accounting work is double-checked by a partner for accuracy.
- We maintain up-to-date knowledge of all tax laws and regulations.
- Our services are customized to meet each client's unique needs.
- We provide a complete resource for tax, financial, and consulting services.
What people say
Saved me a bunch of money
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing for individuals and businesses. We handle complex returns, maximize deductions, and guarantee compliance with federal and state regulations. Clients gain confidence knowing their taxes are filed correctly with expert oversight.
Business Accounting
We provide comprehensive accounting solutions including financial statements, analysis, and controller services. Our proactive approach helps businesses maintain accurate records, understand financial health, and make data-driven decisions for growth and stability.
Estate Tax Services
Our estate tax services guide individuals through complex inheritance tax obligations. We help clients understand liabilities, minimize burdens, and ensure proper filing for estates, providing clarity during challenging times with expert support.
Franchise Tax Returns
We specialize in Texas franchise tax compliance, helping businesses determine obligations and file accurately. Our services ensure adherence to state requirements, avoiding penalties while maintaining proper business standing with tax authorities.
Consulting Services
Our consulting services focus on optimizing business financial operations through strategic analysis and tailored recommendations. We provide insights on process improvement, systems assessments, and long-term planning to enhance profitability and sustainability.
People
Wes Anderson
Partner
Wes Anderson, an Enrolled Agent with 24 years of tax industry experience, specializes in federal tax representation. He leverages technical expertise to resolve complex tax issues for individuals and businesses across Round Rock and surrounding areas.
Somika Rastogi
Partner
Somika Rastogi, a certified CPA with over 15 years in tax and accounting, focuses on small business financial needs. She brings deep industry knowledge to help businesses navigate tax complexities and achieve financial stability.
L. William Perrin
Advisor
Bill Perrin, a CPA with extensive corporate and small business experience, provides strategic financial guidance. His background includes working with KPMG and serving as financial controller for manufacturing and construction companies in Texas.
Questions
What tax services do you offer?
We provide individual and business tax preparation, estate and trust tax services, franchise tax returns, and property tax renditions for clients in Central Texas.
Do you serve businesses outside Round Rock?
Yes, we serve businesses in Cedar Park, Georgetown, Austin, and surrounding areas of Central Texas.
Are your accounting services customizable?
Yes, all our business financial services are tailored to meet each client's specific needs, from bookkeeping to controller services.
How do you ensure tax filing accuracy?
All tax work undergoes double-checking by a partner to guarantee accuracy and compliance with current regulations.
Can you help with Texas franchise tax requirements?
Yes, we assist businesses in determining and filing Texas franchise tax obligations accurately and on time.
Do you provide consulting services beyond tax preparation?
Yes, we offer strategic business advisory and coaching services to help optimize financial operations and long-term planning.
