What we handle
What we handle.
Tax preparation, planning, and bookkeeping for individuals and small businesses in the Waco area and across Central Texas, including clients with ties to Canada.
Most tax stress comes from waiting too long or not knowing where things stand. From returns to the books behind them, we keep things organized and handled properly from the start.
Business tax
Tax planning, filing, and compliance for small businesses. Fewer surprises at year-end and a cleaner process throughout.
Individual tax returns
Personal returns handled carefully and on time, properly reviewed so nothing is left on the table.
Year-round tax planning
Steady strategy through the year that keeps you ahead of things instead of catching up at the last minute.
Tax advisory
Life changes, big decisions, or a second set of eyes before you move. Includes questions for people moving between Canada and the US.
Bookkeeping
Clean, consistent books for small businesses, so tax time is simpler and you always know where you stand.
Based in the Waco area.
James is based in the Waco area and works with individuals, families, and small businesses across Central Texas and remotely. If you have ties to Canada, you can also start with the Canada and US forms guide or Canada-US tax help.
Good to know: please don't include Social Security numbers, SINs, bank details, or tax documents in the form. James will tell you a safe way to send them. He aims to reply within one business day.