Patriot Tax Strategies

"In this world nothing can be said to be certain, except death and taxes."

-Benjamin Franklin

Here's to Your Wealth!

Our Services: Strategy & Growth

Helping Small Business in Texas

Minimize Taxes and Maximize Revenue

Tax Strategy: Proactive Planning for Tax Reduction

For businesses generating between $250,000 and $5 million in annual revenue, generic tax advice is simply inadequate. You require sophisticated, forward-thinking strategies specifically designed to align with your financial objectives and revenue growth.

Our tax strategy services are engineered to empower you with:

Optimized Earnings Retention: Implement advanced, real-world strategies that allow your business to legally minimize its tax burden and retain a greater share of its profits.

Predictable Financial Planning: Eliminate tax season surprises with clear insights into your obligations and deadlines, enabling confident financial forecasting and resource allocation.

Strategic Entity Structuring:
Establish the optimal business entity to unlock maximum tax advantages and support long-term growth.

Real Estate Tax Optimization: Leverage specialized strategies for depreciation, passive income generation, and 1031 exchanges to maximize your real estate investments' tax efficiency.

We help businesses like yours build confidence by providing the strategic tax planning necessary to navigate complex regulations, reduce liabilities, and foster sustainable financial success.

Bookkeeping: Foundation for Strategic Growth and Seamless Tax Preparation

You started your business to lead, innovate, and serve your clients—not to get bogged down in financial minutiae. Yet, impeccable bookkeeping isn't just about compliance; it's the cornerstone of effective tax strategy and the engine that drives confident decision-making. We provide precise, reliable financial management that eliminates the hassle and sets the stage for your overall financial success.

Here's how our bookkeeping services empower your business:

Actionable Financial Clarity:
Gain deep insights into your business's performance with customized monthly financial reports, specifically designed for service-based businesses. Understand your numbers, identify trends, and make informed choices.

Maximized Deductions:
We meticulously track every legitimate expense, ensuring you capture every available deduction and keep more of your hard-earned revenue.

Tailored Industry Expertise:
Benefit from setups and processes optimized for your specific industry, whether you're a consultant, law firm, medical practice, or managing property portfolios.

Growth-Ready Financials:
Our robust financial statements are always prepared to support your growth ambitions, whether you're securing bank loans, attracting investors, or making critical scaling decisions.

Liberate Your Time:
Reclaim countless hours previously spent on administrative tasks. We handle the back-office complexities so you can focus entirely on your core business and serving your clients.

With our strategic bookkeeping, you'll not only have clean, accurate financials but also a powerful tool that makes tax preparation seamless and empowers your business to thrive.

Tax Preparation: Accurate Returns, Audit Protection, Optimized Outcomes

For businesses managing quarterly estimates, the concept of a single "tax season" is often a misnomer. Tax time is ongoing, and effective planning requires year-round vigilance. When we manage your tax preparation, you benefit from a fully integrated approach where your tax strategy, meticulous bookkeeping, and all required filings are seamlessly aligned. This ensures nothing falls through the cracks, and every opportunity is captured throughout the year.

Here's what our professional tax preparation services deliver:

Precision and Accuracy:
Your returns will be done right the first time, based on your precisely reconciled financial records. This ensures accuracy and completeness for all your filings, giving you peace of mind.

Specialized Industry Expertise:
We bring deep experience across various sectors, including consultants, coaches, law firms, medical professionals, and investors. This allows us to understand the nuances of your business and apply the most beneficial tax treatments for both annual and estimated filings.

Maximized Savings:
We are relentless in identifying and securing every legitimate credit and deduction available to your business, ensuring no money is left on the table across all your tax obligations.

Timely and Efficient Filing:
Say goodbye to last-minute panic. Our process ensures all your required filings, including quarterly estimates, are completed efficiently and on time, every time.

Holistic Financial Alignment:
With us, you have one cohesive team overseeing your books, tax strategy, and all tax filings. This integrated approach provides a full, accurate financial picture, ensuring everything works together to support your financial goals.

Ready to Stop Overpaying and Start Planning?

Let us transform your tax management into a smooth, strategic, and stress-free experience, all year long.

Book Your Free 30-Minute Consultation

Whether you're feeling behind on taxes, frustrated by bookkeeping, or unsure how to plan for future growth—you're in the right place.

In this quick, no-pressure call, we'll:

Discuss your biggest financial concerns or goals

Explore where you're overpaying in taxes (and how to fix it)

Look at simple strategies to clean up your books, reduce stress, and build real wealth

This is a private, judgment-free space. You don’t need to have everything organized—we’ll meet you where you are and build from there.

Ideal for small business owners, attorneys, medical professionals, coaches, and real estate investors earning $250k–$3m/year.

Once you complete a short form so we can make the most of our time together, you'll be directed to my Calendly link
.

For a list of services and pricing, head to:

The Patriot Price Page