Tax preparation, bookkeeping, and advisory services built for individuals, entrepreneurs, and growing businesses. Secure, modern, and always on your side.
Clients Served
CPAs & Advisors
Client Retention
Established
Trusted By
Our Services
From individual tax returns to complex business advisory, we handle the numbers so you can focus on growth.
Individual, business, and estate tax returns with proactive year-round planning to minimize liability and maximize refunds.
Monthly reconciliations, financial statements, and clean books that keep your business compliant and investor-ready.
Full-service payroll processing, W-2/1099 preparation, and state/federal compliance reporting handled accurately.
Expert representation before the IRS and state agencies. We prepare responses, attend meetings, and protect your interests.
Strategic business consulting, cash flow forecasting, and growth planning tailored to your industry and goals.
Negotiate payment plans, offer in compromise, penalty abatement, and lien releases with experienced representation.
How It Works
Four steps from first contact to filed return. No confusion, no surprises.
Schedule a free 30-minute discovery call. We assess your needs, review your situation, and recommend a service plan.
Upload W-2s, 1099s, bank statements, and business records through our encrypted client portal. Bank-level security.
Your assigned CPA prepares your filings, runs optimizations, and schedules a review call before anything is submitted.
We e-file with the IRS and state agencies, send you confirmation, and monitor for any correspondence or refunds.
Client Portal
$14,200
Estimated Refund
3 of 4
Documents Uploaded
Filing Status
In Review — Assigned to Sarah M.
Why Clients Choose Us
We combine deep tax expertise with modern technology to deliver a client experience that is transparent, secure, and genuinely helpful.
Every return is reviewed by a licensed CPA. No automated-only filings. Real expertise, real accountability.
Your tax documents and financial data are protected with bank-grade encryption and SOC 2 compliant infrastructure.
No hourly surprises. You know the cost before we start. Clear invoices, detailed receipts, and honest billing.
Tax season is not the only time we are available. Quarterly check-ins, mid-year planning, and on-call advisory.
Security & Trust
We meet the highest standards of data security, privacy, and professional ethics.
All data in transit and at rest is encrypted with AES-256. Your documents are never exposed.
Our infrastructure and processes are independently audited annually for security and availability.
We are an IRS Authorized e-File Provider. All returns are submitted through secure, approved channels.
Every client portal login requires TOTP-based 2FA. New device alerts sent instantly to your email.
All CPAs on our team hold active Texas Board of Public Accountancy licenses. Verify anytime.
Client documents are backed up across multiple geographic regions with 30-day point-in-time recovery.
Industries We Serve
We understand the unique financial challenges of different industries and tailor our approach accordingly.
Client Portal
Track filings, manage appointments, upload documents, and communicate with your CPA — all in one secure dashboard.
Welcome back,
Marcus Chen
| Event | Date | Status |
|---|---|---|
| Tax Return 2025 — Filed | Jul 15, 2026 | Completed |
| Q2 Bookkeeping Review | Jul 10, 2026 | In Review |
| Document — W-2 Upload | Jul 8, 2026 | Received |
| Payment — Invoice #2847 | Jul 5, 2026 | Paid |
Get In Touch
Schedule a free consultation or send us a message. We typically respond within 4 business hours.
401 Congress Avenue, Suite 2100
Austin, TX 78701
+1 (512) 555-0147
support@wkingstoncpa.com
Mon – Fri: 8:00 AM – 6:00 PM (CST)