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From your business booksto your family's taxes.

Bookkeeping, payroll and tax, handled by one real CPA firm.

No QuickBooks or ADP fees.

See my priceCall usTalk to our team
  • Since 2005
  • 5,000+ businesses served
  • Lewisville, TX office
  • All 50 states + D.C.

Bookkeeping. Payroll. Tax.All handled.

We close the books, run payroll and file the returns. Your part is small.

What's included depends on your plan and quote. See pricing

Not just an app.A real CPA firm.

Our office is in Lewisville, Texas. Come see us.

In business since

2005

Businesses served

5,000+

Texas office

Lewisville

2681 MacArthur Blvd #207, Lewisville, TX 75067

Principal

Harry H. Kwon, CPA

We do the work.

Books, payroll, documents and reports live in Florink, from our software partner.

50 + D.C.

Online, wherever you operate

Bringing AI into your business? We consult on that too

Every set of booksis different.

Restaurants to construction. One owner or several entities.

See industries
  1. Sole proprietors
  2. One location
  3. Multi-location
  4. Multi-entity
A warm apricot room with an old bonsai. Its shadow spreads across the wall as a broad canopy of shade.

Beyond the business

What the business earns goes home.So does the tax.

So the team that keeps your books plans your family's taxes too.

  • Family income-tax planning
  • Kids on payroll, saving for school
  • Retirement: SEP or Solo 401(k)
  • Gifts and inheritance
  • How the business is set up

We don't pick investments. The tax and the plan are our job.

Talk about your family's taxes

From $350a month.

Starting prices assume monthly revenue under $30,000.Quarterly tax planning starts with Growth.

Every plan · a dedicated contact · email any time · no QuickBooks or ADP fees

See my priceCompare plans

Switch once.We take it from there.

Behind on your books? We start with the catch-up.Catch-up and cleanup

  1. Step 1: Tell us what you need.

    We agree on the scope and a written quote.

  2. Step 2: We make the handoff.

    With your OK, we request the records from your last bookkeeper.

  3. Step 3: The monthly work is ours.

    You send the POS reports. We close the books on your business's own close date.

How it works

A few thingspeople ask first.

Can we work together entirely online?
Yes. We work with businesses in all 50 states and Washington, D.C. You send documents online and email your dedicated contact any time. Prefer to meet? Our office is in Lewisville, Texas.
Do I need QuickBooks or ADP?
No. We keep your books and run payroll on our partner's software, and its cost is included in our fee. There's no QuickBooks or ADP subscription for you to pay.
Does one plan include everything?
It depends on your plan and quote. Payroll is priced separately, by headcount. Growth and Partner include quarterly income-tax planning, and Partner includes one business return. Personal returns are quoted separately.
Is family tax planning investment advice?
No. We don't pick investments. We work on the tax side: income tax, retirement accounts, kids on payroll, gifts and inheritance, and how the business is set up.
What if my books are behind?
We start there. We quote the catch-up work first, then move you onto a monthly plan.

You run the business.We'll handle the numbers.

Tell us what you need. We'll set the scope and the price before anything starts.

See my priceTalk to our team
972-242-2100