Tax Advisory Services
Planning, compliance and representation for business owners and individuals — provided as a separate service line, subject to the same independence rules that govern everything else we do.
Standards we apply
Who we work with
What we provide
A process built on dates, not hope
Understand the position
Prior returns, entity structure, and what is actually driving the liability.
Model the options
Quantified alternatives, with the assumptions visible.
Implement
Filings prepared and submitted to deadline.
Stay ahead of it
Planning conversations during the year, not in April.
We plan backward from your deadline
Filing dates, plan-year deadlines and board meetings do not move. Neither does our schedule. Every engagement starts with a written timeline built backward from your date, and we hold the milestones we commit to.
If we prepare it, we cannot audit it
Independence rules do not allow a firm to audit financial statements it prepared. If JV CPA performs your accounting or financial statement preparation, your audit must be performed by a different firm — and we will say so at the first conversation, not the fourth.
Choosing which role we take early is faster and far less expensive than unwinding it later.
Questions we get asked
Can you do our tax work if you audit us?
It depends on the service and the client. Certain tax services are permitted for audit clients and others are not, and for SEC issuers the rules are stricter and require audit committee pre-approval. We evaluate this before accepting the engagement rather than after.
Do you handle IRS examinations?
Yes. Representation before the IRS and state authorities is part of the practice.
Do you work with clients outside Texas?
Yes. Federal work is not state-bound, and we handle multi-state filing obligations regularly.
Want a second look at your tax position?
Send us your last two returns and your entity structure. We will tell you whether there is anything worth pursuing.
Contact Us About the Firm
