Darlene Plumly is the owner of this full-service tax and business consulting firm serving the greater Houston area, utilizing more than 30 years of experience, including four years with the Internal Revenue Service working as a Revenue Agent. We concentrate on providing service that is specific to each of our clients. It is important to us that we get to know and take a real interest in the business and financial affairs of our clients.
Our goal is to help our clients' companies improve their position, so the business owners improve their personal financial positions. Darlene founded the firm in 2003 when she decided to leave her position as Principal at a regional firm in order to more closely serve family-owned businesses and their owners. Darlene enjoys working with those owners to maximize their company's profits while minimizing their tax liability within the limits of our tax system.
Kelly has 35 years of experience in public accounting, including both national and local firms. She has extensive experience in many areas of taxation, including tax compliance and consulting for individuals, estates, trusts, and closely held businesses in a variety of industries.
Our goal is to help our clients' companies improve their position, so the business owners improve their personal financial positions. Darlene founded the firm in 2003 when she decided to leave her position as Principal at a regional firm in order to more closely serve family-owned businesses and their owners. Darlene enjoys working with those owners to maximize their company's profits while minimizing their tax liability within the limits of our tax system.
Kelly has 35 years of experience in public accounting, including both national and local firms. She has extensive experience in many areas of taxation, including tax compliance and consulting for individuals, estates, trusts, and closely held businesses in a variety of industries.
Services
Preparing your own income tax return can be a task that leaves you with more questions than answers.
According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing.
It is just too easy to overlook deductions and credits to which you are entitled.
According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing.
It is just too easy to overlook deductions and credits to which you are entitled.
Planning is the key to successfully and legally reducing your tax liability.
We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.
Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.
We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.
Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.
QuickBooks is the ideal business accounting software for small to mid-sized business owners.
Here's 10 reasons why you should be using QuickBooks.
You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your business.
You can easily generate the reports with the information you need, so you always know where your business stands.
You instantly know whether you're making money and whether your business is healthy.
Your business can grow with QuickBooks.
Here's 10 reasons why you should be using QuickBooks.
You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your business.
You can easily generate the reports with the information you need, so you always know where your business stands.
You instantly know whether you're making money and whether your business is healthy.
Your business can grow with QuickBooks.
QuickBooks Simple Start organizes your financial information all in one place, so everything is easy to find.
It simplifies all your accounting tasks and presents the information you need exactly the way you need it.
And now it's easier to use and more flexible than ever!
Now, easier to use and more flexible, QuickBooks Basic makes managing your small business finances faster and easier than ever.
Now, you can access the improved Help & Support Center from more places.
You can schedule automated data backups onto more types of media, including CD-ROMs (Windows XP only).
It simplifies all your accounting tasks and presents the information you need exactly the way you need it.
And now it's easier to use and more flexible than ever!
Now, easier to use and more flexible, QuickBooks Basic makes managing your small business finances faster and easier than ever.
Now, you can access the improved Help & Support Center from more places.
You can schedule automated data backups onto more types of media, including CD-ROMs (Windows XP only).
A cash crisis can be emotionally devastating and it can even kill your business.
If you've ever had to beg, borrow and steal to cover tomorrow's payroll you know what I mean.
Be prepared to meet these needs when they occur by keeping good relationships with bankers and other creditors.
The starting point for avoiding a cash crisis is to allow us to develop a cash flow projection for you.
We can help you develop both short-term (weekly, monthly) cash flow projections to help you manage daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs.
If you've ever had to beg, borrow and steal to cover tomorrow's payroll you know what I mean.
Be prepared to meet these needs when they occur by keeping good relationships with bankers and other creditors.
The starting point for avoiding a cash crisis is to allow us to develop a cash flow projection for you.
We can help you develop both short-term (weekly, monthly) cash flow projections to help you manage daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs.
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