Welcome!
Better Answers. Better Advice. A Personal Touch to Tax & Accounting
Call to Schedule a Consultation:
+1.936.756.1924
What's New
Important Dates & Deadlines
Important Dates & Deadlines
Important Dates & Deadlines
September kicks off Tax Planning Season!
So many changes and opportunities with the passing of the One Big Beautiful Bill. Book a planning appointment now.
September 15, 2025: 3rd Quarter estimated tax payment is due.
October 15, 2025: Deadline to file extended 2024 tax return.
December 31, 2025: Required minimum distributions (RMD) has to be taken for individuals age 73 (by the end of 2025) or older.
Fun Facts
Important Dates & Deadlines
Important Dates & Deadlines
Each month this space will include something new, fun or interesting for you to enjoy, ponder and share.
This month, we explore:
From humble beginnings to. . . Fantastic Plastic!
While most believe the credit card was born in a bank boardroom motivated by the need for a more convenient form of commerce (and an ongoing revenue source from fees), the truth is far more...eccentric and colorful.. . .
TPF TIPS Newsletter
Important Dates & Deadlines
TPF TIPS Newsletter
ISSUE 19 - JULY 2025 - CELEBRATING FREEDOM, FIREWORKS AND, FINANCIAL OPTIMISM
Happy (belated) Independence Day!
Fortunately, celebrating our freedom is not confined to just one day a year. Every day, something happens that allows us to appreciate we live in the greatest country in the world.
And with that, this issue is dedicated to reflecting on what makes Independence Day (or every day for that matter) so special – not just for our nation but for each of us as. . .
SERVICE TO OUR COMMUNITY
Our family-owned firm has been serving the community for over 30 years. Our team includes experienced CPAs and dedicated support staff to provide a wide-range of professional services.
CLIENT SERVICES
Planning, Preparation & Representation
- Tax: Personal, Business, International, Charitable, Foundation, Nonprofit
- FBAR: Foreign Bank & Financial Account Filing
- IRS Representation: Let us help!
- Preparation: All 50 States and U.S. Territories
Business Operations
- Bookkeeping & General Ledger: Monthly/Quarterly/Annually
- Payroll & Sales Tax
- Accounting: Quickbooks and a wide array of other systems and platforms
- Financial Statement, Preparation & Presentation
Advisory
- Consulting Services: For Informed Decisions
- Estate & Trust: Future Planning
- Business Registration: Formation, Set up and Review for State & Federal requirements
- Financial Review & Compilation