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

The Texas Legal Works Family of Services