Speak with a Local CPA in Georgetown Today!
Get Your Accounting & Tax Questions Answered
Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.
Over Sixty Years of Tax and Accounting
Meet Dale Ross, CPA
Prior to starting the firm, he was a senior level tax manager for a global 25 company with $90 billion in sales and 70,000 employees in the United States.
During his 30+ year career he has worked for organizations both large and small and can easily relate to the needs of individuals and small business owners since he has worked for small companies and he is a small business owner.
Meet Sherri R. Champion, CPA, CGMA
Sherri began her professional career working in the tax department of a regional CPA firm in the Dallas area and was promoted to partner by expanding the firm to one of top 100 fastest growing businesses in Dallas in 1993. Since that time, she has obtained over 30 years of proven skills in all areas of tax consulting services.
Sherri is dedicated to helping clients achieve business success by assisting in establishing practical tax and financial processes.
TAX SERVICES
Today’s tax laws are complicated. IRS compliance can be overwhelming we help Businesses and Individuals in Georgetown and throughout the State of Texas on both Federal and State Tax Services.
Our goal is to help you understand your Taxes and make filing for a Tax Return much easier. We understand the complexities of Tax Preparation and have experience with up to date tax laws. We will work with you to plan ahead to maximize appropriate deductions and credit opportunities. Our services include:
- State and federal income tax preparation and filing
- Local and state sales tax compliance
- State and federal payroll tax
- Develop tax planning strategies that save you money and minimize tax liability
- Profit and loss statements
- Mergers and Acquisitions
- Entity selection and structure (S-Corp, C-Corp, LLC)
SMALL BUSINESS ACCOUNTING
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!
Each month or quarter we'll do the following things for you...
- Reconcile your bank account
- Generate an income statement
- Generate a balance sheet
- Clean up your general ledger
- Provide unlimited consultations