Services & Solutions
The mission-critical services our member firms provide to help manage, protect, and grow.
Probate, Estate & Real Estate Law
Preservation and orderly transfer or liquidation of assets.
- Probate Administration
- Probate Litigation
- Guardianships
- Estate Planning
- Medicaid Planning
- Social Security Disability Disputes
- Asset Protection Planning
- Real Estate Transactions
Accounting & Tax Returns
Cost-effective and accurate accounting and tax services for businesses, individuals, trusts and estates.
- Bookkeeping
- Income Tax Preparation
- Property Tax Renditions
- Estate & Trust Tax Preparation
- Financial Statements (Unaudited)
- Accounts Receivable / Accounts Payable
- Budgets / Cash Forecasting
- Payroll
- Tax Department Procedures/Compliance
- Special Projects
Federal & State Tax Law
Thoughtful and effective advocacy in structuring and dealing with tax matters.
- Federal Tax Disputes (Audit, Appeals & Litigation)
- Federal Tax Debts
- State Tax Disputes (Audit, Appeals & Litigation)
- Property Tax Litigation
- Business Purchases and Sales
- Research Tax Credits
- Tax Advice
Business Formation & Compliance
Business entities and structuring and compliance to accomplish business and individual goals.
- Business Formation
- Non-Profit Formation
- Annual Compliance
- Texas Registered Agent
- Business Reinstatement
Financial Planning for Business Owners & Real Estate Investors
Advisor-assisted goals-based decision-making and business and real estate optimization
- Coordination of Advisory Services
- Comprehensive Business Planning
- Real Estate Analysis & Modeling
