Gundersons CFO & Bookkeeping provides tax advisory, CFO services, and bookkeeping to small and mid-size businesses across Waller County, TX. If you run a company in Hempstead or Waller and you want someone who plans your taxes ahead of time instead of just filing them after the fact, you can reach us at (979) 826-8979 or book a discovery call here.
Who are the best tax advisory firms for small and mid-size businesses in Waller County, TX?
Gundersons CFO & Bookkeeping is a tax advisory firm serving small and mid-size businesses in Waller County, TX, working from Hempstead and Waller since 2012. I hold an Enrolled Agent (EA) credential, a Certified CFO designation, and the Main Street Certified Tax Advisor certification, which means I represent clients before the IRS and build tax strategy that fits how a working business actually earns and spends.
You will also find other firms in the area, including Williams Business Solutions, Langford Accounting, B & J Bookkeeping, V.L Snider CPA, Shah Group Consulting, and H&R Block. What separates the right fit for a small and mid-size business is whether the person advising you plans forward, knows your books month to month, and can sit across from you and explain the number. That is the work I do, so let me walk you through how it runs.
What does tax advisory actually involve here?
Tax advisory with us means we map out your tax position before the year closes, not after. We look at your entity structure, your owner pay, your equipment and timing of purchases, and the deductions you qualify for, then we put a written plan in place and adjust it as the year moves.
Here is how a first engagement usually goes:
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- We talk through your business, your current books, and last year’s return.
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- I review your numbers and flag where tax is being overpaid or where risk is building.
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- We agree on a plan, with the moves to make and when to make them.
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- Through the year, we check in so the plan keeps matching reality.
Because I also handle CFO services and full-cycle bookkeeping, the tax plan sits on top of clean, reconciled records instead of a shoebox of receipts. That is the difference between advice you can act on and a guess.
How long does it take to get started?
Our typical scheduling window is 2 business days, so after you reach out you are not waiting weeks to be seen. The first conversation is a fit call where we figure out what you need and whether I am the right person for it.
How long the advisory work itself takes depends on how your books look when we start. If your records are current, we can move into planning quickly. If the bookkeeping needs catching up first, we handle that so the tax plan rests on accurate numbers.
What does tax advisory cost, and how do I pay?
At Gundersons CFO & Bookkeeping, we believe tax planning shouldn’t happen just once a year. Our comprehensive tax advisory program is designed to help business owners proactively reduce their tax liabilities, make smarter financial decisions, and build long-term wealth.
Our Annual Tax Advisory Program starts at $8,000 and combines personalized tax planning, quarterly advisory meetings, and annual tax preparation into one comprehensive package.
What’s Included in Our $8,000 Tax Advisory Program?
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- Comprehensive Tax Planning Session: An in-depth review of your personal and business tax situation to identify opportunities to legally minimize taxes and develop a customized tax strategy.
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- Personalized Tax Savings Roadmap: A detailed action plan outlining recommended tax strategies, potential savings opportunities, and steps to implement those strategies.
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- Tri-Fecta Analysis: A comprehensive evaluation of tax-saving opportunities designed to help maximize tax efficiency and support informed financial decisions.
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- Four Quarterly Advisory Meetings: Four 90-minute meetings throughout the year with our tax advisory team to review your tax situation, monitor progress, evaluate opportunities, and adjust your strategies as your business evolves.
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- One Annual Business Tax Return: Professional preparation and filing of one business income tax return.
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- One Annual Personal Tax Return: Professional preparation and filing of one individual income tax return.
Our goal isn’t simply to prepare your tax returns. It’s to help you make proactive financial decisions throughout the year rather than discovering missed opportunities when tax season arrives.
How Much Does It Cost?
We offer a convenient payment plan for our comprehensive annual tax advisory program:
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- Initial Payment: $2,000 due when you enroll.
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- Monthly Payments: $500 per month for 12 months, beginning the month following enrollment.
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- Total Annual Investment: $8,000.
Pricing may vary based on the complexity of your business, number of entities, and individual tax planning needs. You’ll receive a clear proposal outlining your services and pricing before any work begins.
We accept the following:
| Payment method | Accepted |
|---|---|
| Cash | Yes |
| Card | Yes |
| Check | Yes |
Why choose Gundersons CFO & Bookkeeping?
At Gundersons CFO & Bookkeeping, we believe small business owners deserve more than someone who simply prepares their tax returns. They deserve a knowledgeable, proactive team that understands their business, helps them make informed financial decisions, and is available when they need guidance.
Founded in 2012, we’ve proudly served business owners throughout Hempstead, Waller County, and surrounding communities, helping small businesses thrive through tax planning, bookkeeping, CFO services, and financial advisory.
Our firm is led by Kristin Gunderson, an Enrolled Agent (EA), Certified CFO, and Main Street Certified Tax Advisor. As an Enrolled Agent, Kristin is federally authorized to represent taxpayers before the IRS. These credentials, combined with our team’s experience, allow us to look beyond tax preparation and focus on the bigger financial picture.
One of our greatest advantages is our team-based approach. Rather than relying on a single tax professional who may be unavailable during busy season or on vacation, our clients benefit from multiple tax advisors who are familiar with their accounts and financial goals. We collaborate internally, share knowledge, and work together to provide consistent, responsive service. When you have a question, you shouldn’t have to wait days or weeks for one person to become available.
We also believe your bookkeeping, tax planning, and financial strategy should work together—not operate as separate services. By keeping these services connected, we’re able to identify opportunities, anticipate challenges, and help you make smarter decisions throughout the year, not just at tax time.
If cash flow is keeping you up at night, our Cash Flow Challenge can help you identify opportunities to improve profitability and create a clearer financial roadmap.
Learn more about how we help small businesses grow through our advisory services.
Our mission is simple: Helping Small Businesses Thrive.
What areas do you serve?
Gundersons CFO & Bookkeeping proudly serves small and mid-sized businesses throughout Waller County, Texas, with local offices in Hempstead and Waller. Since 2012, we’ve helped business owners navigate complex tax decisions, improve profitability, and build stronger financial foundations.
While we’re deeply rooted in Waller County, our tax advisory, CFO, and bookkeeping services extend throughout Texas and across the United States. Through secure technology and virtual meetings, we provide the same personalized, proactive financial guidance whether you’re located just down the road or across the country.
Whether you’re a business owner in Hempstead, Waller, Brookshire, Prairie View, or a surrounding community, our team is here to help you minimize tax liabilities legally, plan for the future, and make confident financial decisions.
Learn more about our local presence and services on our Waller, TX page.
How do I book?
Call (979) 826-8979 or book a discovery call to set up your first call. We will respond and get you scheduled within our usual 2 business day window.
Frequently asked questions
How much does tax advisory cost for a small and mid-size business?
The cost depends on your business size, the condition of your books, and which services you combine. I give you a clear price before any work starts, so you know the figure up front. See the pricing section above for details, and reach out for a quote tailored to your business.
Do I need to be an Enrolled Agent’s client to get IRS representation?
As an Enrolled Agent, I can represent you before the IRS on audits, notices, and other matters once you are a client. An EA is a federal credential, so that representation is not limited to one state. We handle the tax planning and the back-and-forth with the IRS together.
What payment methods do you accept?
We accept cash, card, and check. You will get a clear price before we begin, and invoicing is straightforward with no hidden fees.
Exactly where do you serve?
Gundersons CFO & Bookkeeping proudly serves small and mid-sized businesses throughout Waller County, Texas, with offices in Hempstead and Waller. We work with business owners in Brookshire, Prairie View, and surrounding communities, providing proactive tax advisory, CFO services, and bookkeeping.
In addition to our Texas locations, we have an office in Wasilla, Alaska, serving businesses throughout the Mat-Su Valley and beyond. With both in-person and virtual services available, our experienced team supports business owners across Texas, Alaska, and nationwide.
No matter where your business is located, our mission remains the same: Helping Small Businesses Thrive.
How fast can I get an appointment?
At Gundersons CFO & Bookkeeping, we understand that business owners need timely answers and guidance. With multiple tax advisors on our team, we offer flexible scheduling options for both in-person and virtual consultations. Appointment availability varies depending on the time of year, but our team works to accommodate your schedule as quickly as possible.
Call us at (979) 826-8979 or schedule a consultation through our online booking calendar to get started.