Austin, Lakeway & The Hills — We Come to You

We are here to serve
you, your family,
and everything
you have built.

"You have stood in a paint aisle staring at forty shades of white. You already understand what we do. We stay until it is exactly right."

Behind on your books? Years of returns not filed? Told by another firm they can no longer help you? You are not alone, and you are not too far gone. We come to you, sit down at your kitchen table or your office, and work through it together, one step at a time.

Call (512) 631-3696 How We Help

Why We Are Different

Your accountant should know your story — not just your receipts.

We are not a volume-driven firm. Every person we serve gets real time and patience, whether your records are in perfect order or in a shoebox. No judgment, ever.

We ask the right questions

Life changes like a new child, a property purchase or a new business can affect your taxes. We ask about them so you don't miss deductions or filing requirements. We don't just process what lands on our desk.

We keep up as your life changes

When your situation changes, we help you understand what it means for your taxes, so nothing catches you by surprise.

We meet you where you are

Financially and emotionally. If you are behind, overwhelmed, or uneasy with computers, we slow down, explain every step, and teach you as we go. No overpromising. No rushing.

We keep you proactive, not reactive

When tax law changes affect your specific situation, you hear from us first — not in April. Quarterly or semi-annual check-ins so you are never caught off guard.

Cesar Jimenez Lithgow

ACC Associates of Austin

I take the time to understand each client's situation and goals, and I intend to keep those relationships for decades.

Thirty years across industries — construction, oil and gas, hospitality, nonprofits, and more. That breadth of experience is what allows us to ask the questions other firms never think to ask.

Serving Austin-area clients across personal, business, corporate, partnership, and nonprofit returns for over 15 years.

● Welcoming new clients — in person or by phone

We Come to You

You don't need a portal. You need someone who shows up.

Many firms now work only online. If logins, uploads and apps feel overwhelming, that is not your failing. We work with you in person, at your pace.

In-person visits

We meet at your home or place of business. Bring out the boxes, the envelopes and the questions. We sit down with you and sort it out together.

No technology required

Paper records are fine. No apps, no portals, no passwords to remember. If you would like to learn the digital side, we will teach you, but you never have to.

Plain language, every step

We explain what we are doing and why, without jargon. You will understand your own finances better after working with us, not just have a finished return.

Patience is part of the service

You set the pace. Life happens, documents get misplaced, things take time. We work with you, not around you.

How We Serve You

First we get you caught up. Then we keep you there.

Whatever state your records are in, we start there.

Catch-Up Bookkeeping

Missing months or years? We rebuild your records from bank statements, receipts and whatever you have, so you finally know where you stand.

Unfiled Returns

Behind on filing for one year or several? We bring you current with the IRS, one year at a time, and walk you through what each step means.

IRS Letters & Notices

Bring us the envelope you have been afraid to open. We read it with you, explain it in plain words, and handle the response.

Nonprofit Reinstatement

Lost your tax-exempt status for missed filings? We prepare the back-year returns and the reinstatement application to restore it.

Tax Preparation & Strategy

Personal and business returns prepared with deep knowledge of your situation. We find what others miss because we know your story — not just your W-2.

Bookkeeping & Financial Records

Clean, accurate books with real-time clarity. You always know where you stand — not just at year end when it is too late to change anything.

Financial Life Advisory

Proactive guidance before you make major decisions — not after. When the law changes in a way that affects your situation, you hear from us first.

Legal & Estate Referrals

A vetted network of legal partners for wills, estate planning, and business structure. We coordinate so nothing falls through the cracks between your advisors.

New Clients

You are in the right place.

Our process is calm, clear, and built around respect for your time. Whether you are organized or years behind, we start with a conversation, not a judgment.

In the first year, we learn your situation and what matters to you, so each year gets easier and we can spot things before they become problems.

That takes real time and real focus. Once that foundation is built, everything becomes easier — lower friction, less stress, and a relationship where you already know how to reach us and we already know how to serve you. That is why we take on new clients at a pace that lets us give each one real time, because people who are catching up deserve patience, not a rush.

Letter of Introduction

We have prepared a Letter of Introduction that explains who we are, how we work, and what you can expect. Read it before you ever pay a cent.

Download Letter of Introduction (PDF)

What to expect as a new client

From the moment you share your information with us, our goal is to make the process feel manageable and respectful — never rushed or pressured.

Initial conversation focused on fit — no pressure, no sales pitch
Clear explanation of what we need and why
Flexibility when documents are remembered or discovered later
Respect for your time, your family, and your circumstances
We can meet at your home or place of business if that is easier for you

Submitting your tax documents to us constitutes acceptance of our terms of service. Returning clients reaffirm acceptance each year by submitting documents.

Client checklists & preparation guides

Client-friendly checklists to help you gather what you need without feeling overwhelmed. Keep your own digital copies — we retain ours per IRS-compliant standards.

Full 1040 Checklist — Fillable PDF Short Checklist — Fillable PDF

For best results with fillable fields, open in Adobe Acrobat Reader rather than a browser. Download free here.

First-year clients

For first-year clients we have a few simple guidelines that establish clear expectations for both parties.

Catch-up and cleanup work begins with a retainer
Can't pay the full balance at once? We set up a written monthly payment plan
Personal checks not accepted for first-year clients
Accepted: cash, Venmo, PayPal, credit cards (3% fee), cashier's checks, money orders
Amendments and pre-filing rework quoted separately and prepaid

If we determine our firm is not the right fit, any documents in our possession will be returned to you promptly.

Fees & Policies

You will always know what to expect — before we begin.

Transparency in fees and process is not a policy here — it is a promise. Every service is quoted and approved before work begins.

Base fees

Base Form 1040 fee: $550.00
Additional schedules and complexity may increase the fee — we discuss and request your approval before proceeding
Completed returns provided electronically at no additional cost
Paper copy included at delivery at no extra charge

Amendments & rework

Amendments billed separately at quoted rates — prepaid before release
Pre-filing rework requested at delivery is billed additionally
We prefer written change requests — verbal requests accepted when necessary

Extensions are filed at the firm's discretion based on professional judgment and the information available at the time.

Payment timing & methods

Tax returns: payment due at delivery, or by written monthly payment plan arranged in advance
Catch-up bookkeeping and back-year returns: quoted after the first visit; work begins with a retainer
First-year clients: no personal checks accepted
Accepted first-year: cash, Venmo, PayPal, credit cards (3% fee), cashier's checks, money orders
Returning clients: Zelle, check, or any method above

Ongoing support

IRS correspondence assistance related to a return we prepared — included for one year after filing
Digital copies retained as workpapers per IRS-compliant document retention standards

Terms of service: submission of tax documents constitutes acceptance. Returning clients reaffirm each year by submitting documents.

All services beyond the base return are quoted individually after our initial conversation — always before work begins, always with your approval. Money worries should never keep you from getting caught up. Ask us about a payment plan.

How It Works

A calm, clear path from first conversation to ongoing relationship.

We keep the process predictable so you can focus on your life while we focus on the details.

Initial conversation

By phone or in person, at your home or office. We listen to where things stand, without judgment. No pressure, no sales pitch.

Document gathering

Use our checklists, or simply hand us what you have and we will sort it together. If something turns up later, we work with you.

Preparation & review

We prepare your return with care, communicate clearly about questions, and review key items with you in plain language — never tax jargon.

Filing & the relationship begins

We file your return upon delivery and payment. This is not the end — it is the beginning of an ongoing relationship.

Free Download

Your Personal Financial Story Guide

The questions your accountant should be asking — but probably isn't. A self-discovery guide to help you identify and organize your financial goals, concerns, and life events.

Family financial profile template
Business expense discovery questions
Life event tax impact checklist
Year-round planning calendar
Document readiness guide

The same questions we ask every new client — yours to keep, free.

Download the Guide Directly

Get Started

Let's talk about where things stand.

Fill out the form and we will reach out within 48 hours to set up a no-obligation conversation, by phone or in person. We review every inquiry personally — you will hear from a real person.

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We are here to serveyou, your family,and everythingyou have built.