Important New Year Deadlines

We want to take the time to thank you for being our customer and we hope that you had a Merry Christmas!

It is official, we have made the decision to NOT get an office in Waller again, and will remain virtual. Over the last two years, we have worked out all the kinks and we feel like it is working pretty well. For tax clients, if you still want or need to meet in person we will be able to meet at the Waller Camber of Commerce (Old Wells Fargo Building), but please let us know with a good week of advance notice, because we need to reserve the conference room. The conference room with only be if you want to meet with Kristin. If you just want to drop off your taxes you can schedule a meeting with Lydia from 3-5 pm.  The location will be the same, at Waller Chamber of Commerce.

Gold Star Discount

If you are one of our tax clients, just remember we are offering the Gold Star Discount again this year. In order to qualify for this discount, you need to turn in all of your tax documents by February 15th, 2023. This discount is $75 off of your taxes return if it is $500 or more; $50 off if the tax return is less than $500.


1099s are due in the mail by January 31st. If you are already a monthly bookkeeping client we will do these for you unless you ask us not to. This is an extra charge, for all of the year end work. 
If we don’t do your monthly bookkeeping and you would like for us to do your 1099s, please let us know by January 20th so that we can get them done by the deadline.



Before Christmas, Kristin (and her family) and the rest of the Board Members, spent the afternoon volunteering at Family Ties, Family Resource Services, in the Mueller House.  It was a “make ready day”. Final touches like painting, caulking, and cleaning to get this house ready to open!
The Mueller house is fixing to open in January, and will be able to house 12 young adults who are currently homeless in our area. The goal is to get them to graduate high-school, teach them some basic skills like cooking, how to manage their money, and get them either into college or teach them a trade so they can start working. If you want some more information on this great organization, you can go to Family Ties website

Our coaching course is back! It will start January 10, 2023. 
It will be every Tuesday at 9 am CST. This course if for any small business owners who is STILL doing their own bookkeeping and has been self taught, or doing it on excel, or NOT doing their bookkeeping, but would like to know how. We have also had company’s pay for this course to train their employees how to do their bookkeeping for them. You can sign up by clicking here. 
If you need to know more information, please call the office at 936-372-2661 to learn more- if we don’t answer please leave a message and we will call you back. 

Kristin has finished the first 12 week contract with the Biz-Talk TV Show. She was asked to come back and commit to another 12 weeks. Each one of these segments are about 10-15 minutes long, and talk about different questions that come into the studio. Some topics include “Knowing Your Numbers – what the heck does that even mean”? “Budgeting – why is it important and how do you do it”? We go ahead and upload our segments to our YouTube channel, we would love for you to subscribe to our YouTube that way you don’t miss an episode. Also, if you have questions that you would like answered, please send them to us so that we can add them to the list! 

Posted in