OUR SERVICES
Our Services
Business Tax Preparation
We specialize in working with small businesses, such as start-up companies, professional services, and real estate investment companies to prepare and file all the necessary reports, payment documentation and business tax returns. We are experienced with the workings of all types of business formations, from sole proprietors to partnerships, corporations, S- corporations, and limited liability companies.
Business Tax Planning
Viewing each client as a long-term partnership, we provide ongoing tax consulting as part of our annual engagement with your company. This includes a review on a quarterly basis, giving you peace of mind that your tax planning is on track for the year. We also are available for periodic consultations to answer tax strategy and preparation questions. Our clients value our proactive approach and rely on our planning to know they are getting the best possible outcome with their tax planning.
Personal Tax Preparation
As part of our business tax preparation process, we also provide personal tax preparation for business owners or partners.
By working on both returns at the same time, we can make decisions that positively affect both your business and your personal returns, giving you the most advantageous results. This approach saves you time, money and gives you greater confidence in your overall tax planning.
Investment Tax Planning
Our firm is based on Austin, and we work with many individuals who are in the technology industry and have complicated earnings due to stock options, stock purchases, and other compensation scenarios. If any part of your income is based on acquiring stock, thoughtful tax planning is critical to ensuring that you exercise your options in an advantageous manner to minimize your tax burden.
Real Estate Tax Planning
As Austin continues to grow, many of our clients have invested in real estate and own rental properties. Our firm is well-versed in real estate tax benefits and reporting requirements. Whether part of your personal finances or business entity, we can help you make the most of your real estate investments. If you are buying, selling, leasing, or managing real estate, we can help you determine and achieve the maximum tax benefits.
Motorsport Tax Planning
Our founder, Marlene Van Sickle, has been racing cars for years, so the motorsport industry has become one of our tax specialties. We can anticipate racing-specific expenses, how to treat them, and what tax advantages are available to you. Our clients include a race team and several companies that sell performance parts and accessories for the motorsport industry.