We are here to help! We provide assistance including taking over such tasks as recording receipts, paying bills, reconciling bank accounts, sales tax reporting and payroll services. Whether you're a start-up, a well-established company or ready to retire, we have you covered. With over forty years of combined experience from financial to business management, we can take care of you every step of the way.
Heart of family, with a heart of serving others' financial needs in the heart of Texas and nationally. Our company is dedicated to all aspects of your personal and business financial developments, financial logistics and record keeping needs. Our mission is to provide you with every financial tool available to assist in making wiser financial decisions.
Heart of family, with a heart of serving others' financial needs in the heart of Texas and nationally. Our company is dedicated to all aspects of your personal and business financial developments, financial logistics and record keeping needs. Our mission is to provide you with every financial tool available to assist in making wiser financial decisions.
Reviews (3)
Lisa S.
Apr 15, 2019
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Several years this office did an amazing job for us. Two years ago we switched accounts after we felt this office was good, but extremely expensive. This year Barbara Sage decided to file an extension with the IRS on our behalf. We filed our taxes with our new accountant. Why on earth would an account you haven't used in two years decide to file an extension on your behalf? When I called to let them know I was unhappy about this situation. Barbara Sage rudely interrupted me, said what she wanted, and then hung up on me.
Jared M.
May 16, 2018
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By far the WORST experience I could have imagined. First of all, if you're going to provide such horrible service you at least need to be pleasant to work with. Barbara is very gruff and borderline rude in every interaction. I was willing to overlook that for good service, but she charged me $300 per month to simply do the reconciliations. At the time I maybe had 20 transactions per month, if that. After paying her over $1500 to catch up my books, I looked at the data and she categorized things like "ask account" or "undetermined." Really? You think the IRS will
Maggie H.
Mar 13, 2018
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Location is not central so check that first. Small operation, family run. Reasonably good tax services, fairly priced. Even during tax season you can get an appointment which is unusual for a CPA. One plus-- they have cute dogs that they keep on site, which may lower your blood pressure while you prepare your taxes.
