Sophisticated Tax Consulting and Compliance Services

Handling tax and accounting needs so our clients can spend time and energy on the things they love the most.

 

MISSION STATEMENT

Navigating tax regulations is often challenging. Through strategic tax planning and compliance work, our mission is to help build and maintain wealth for our clients, their community, and future generations.

 

SERVICES

 

We provide peace of mind by optimizing the tax code for our client’s benefit while avoiding costly regulatory and financial pitfalls.

We utilize the latest and most secure technology to allow our clients to communicate with us and access their information from anywhere.

 

We deliver one-on-one support to answer questions and relieve the anxiety of uncertainty. As a husband and wife team, we ensure that our clients do not get lost in the shuffle between account managers or departments.

 
 

 SERVICES WE PROVIDE

Tax Preparation and Compliance Services

Payroll Tax

Tax Planning and Consulting

Business Entity Selection

Sales Tax Management

CFO and Family Office Services

 

Testimonials

  • Renee and her team have handled all of our accounting, taxes and financial reports for many years.  Renee advises us what steps to take to reduce or limit tax liability and answers any questions we have in plain language (even when we ask the same question multiple times)! I especially appreciate the fact she personally takes our calls, or returns calls quickly! Confidence and peace of mind is what you will have when Renee and her team are part of YOUR professional team!

    Sherri - SSB Designs

  • Renee Prince stays up with the latest tax changes and is always willing to answer questions. Her team makes the extra effort to be available to not only myself, but to my employees. She uses the latest software, giving us the ability to safely send our documents and receive our returns back in one secure portal.  This gives us peace of mind and the convenience of sending documents on our schedule. We know, without a doubt, that we can trust Renee fully with our financial information.

    Lori Springer

  • It has been a real pleasure working with Renee. She is both professional and responsive, and we always know we are in great hands with her. Be it short notice requests for various documents to optimizing our annual tax returns, Renee has done it all on Allotrope’s behalf. Thanks to her, we can focus on continuing to advance our company forward with success knowing that all of our accounting needs and requirements are being managed by the best!

    Albert Huang MD, Allotrope Medical

  • I have had the pleasure of working with Renee as a personal client and a business client. Her office treats clients with a high level of professionalism, respect and kindness. I appreciate that I am not just another number to Renee. Because she has taken the time to get to know me, she anticipates questions and concerns I may have and addresses them with me before I even ask. The individualized care she has for her clients is invaluable.

    Amy Jameson

  • In 2016 I was looking for an Accounting for Dummies book, I asked my car salesman for a referral lol, insert Renee & Caleb. From day one they have answered every crazy question, or oops I deleted something requested. They have seen us through our business lows and every crazy idea I come up with from payroll to taxes I feel confident I have the best. Words cannot express the gratitude I have to them for all of the efforts, above and beyond that they have done during this Pandemic, they were ready and willing to help us navigate this new world we are all living.

    Terra - Johnson Electronics

  • About one year into business we realized we needed a CPA to keep us on track with taxes, but we also needed an expert in Quickbooks to help us with our AR/AP. Renee was the perfect find! Always attentive to our issues and available by phone or quick email…now she’s more of friend who happens to be a CPA and QB expert. Would recommend her to everyone!

    Don - DC Texas Construction, LLC

CONTACT US

We’d love to discuss the opportunity to develop a strategy to maximize your tax position. Fill out the form below to get started.