We do your taxes. And help you pay less.
RelyCFO is a tax firm in Houston, run by a CPA. We file your taxes, plan ahead so you owe less, and keep your books clean all year.
Trusted by people and businesses like
The problem
Most people pay more tax than they need to.
Most tax help only looks back. You get a bill in April and a “good luck next year.” No one shows you how to owe less.
Every tax bill comes from a set of choices.
How you pay yourself, when you buy things, and how your business is set up all change what you owe. Make those choices well, and you keep more of your money. Paying $50,000 or more in tax and not sure it could be lower? It probably can.
What we do
We do your taxes, and we plan so you owe less.
RelyCFO is run by Shankar Subramanian, a CPA with over 20 years in finance at Fortune 500 and private equity backed companies. Now that know-how works for you, not a big company. You talk to him directly.
We help with:
Tax filing
We do your return the right way and look for every legal way to lower it. People, sole owners, S-Corps (1120-S), and partnerships (1065).
Tax planning
We plan ahead with you all year, so you owe less next April. We look at how your business is set up and when to spend.
Bookkeeping
We keep your books clean and up to date each month, so tax time is easy and you always know where your money goes.
Part-time CFO help
Senior money help without a full-time hire. Cash flow plans, simple reports, and help making big money choices.
How it works
Five steps, one clear plan.
We study your last 3 years to find tax and cash leaks.
We fix your books and set up simple, steady records.
We set up your taxes and business to fit your goals.
We put the plan to work this quarter, not next year.
We meet each month and keep your plan on track.
The money tracker
See your money in one place.
Upload a bank statement as a PDF. We sort every line into money in and money out, match each cost to its line on IRS Schedule C, and show your profit. Fix any row, filter by month, and export to a spreadsheet.
What clients say
Rated 5.0 on Google from 13 reviews. Here are two of them, word for word.
“Shankar was great in helping me file my 2025 taxes. He took his time understanding my situation, answering all of my questions, and helping me get the outcome I was looking for. He also went out of his way to give me advice for the 2026 tax year. The whole process was super easy and fast. Would definitely recommend working with this firm!!”
“He was extremely helpful, reasonably priced, and very quick. Took the time to really understand my tax needs.”
Why RelyCFO
A CPA who knows you by name.
| Question | Typical tax shop | RelyCFO |
|---|---|---|
| Who does your return | Often a junior staff member or software | Shankar, a CPA, does it himself |
| Do they know you? | Often not | Yes, by name |
| Planning all year | Rarely | Yes, for every client |
| Hard returns (S-Corp, foreign income) | Sometimes turned away | Something we do every day |
| Tips to save tax | Often extra cost | Part of the service |
| How fast they reply | Can take days | Same or next business day |
| Price | Hard to know | A fixed price, in writing, up front |
Learn
Free guides on taxes, cash flow, and running a business. Written by Shankar in plain words. Read any of them, no sign up needed.
Where Can I Find Tax Preparation Services Tailored for S-Corps and Partnerships?
How to find a tax pro who really knows S-Corp (1120-S) and partnership (1065) returns, and the write-offs most firms miss.
How to Read a Profit & Loss Statement (Without Falling Asleep)
A plain walk through of your profit and loss report, from sales to what you keep, plus warning signs to watch for.
5 Things Every Business Owner Should Know About Cash Flow
Five facts about cash that keep good, profitable businesses from running out of money.
Houston, Texas
Your local CPA. Online for the whole US.
Houston has a lot of tax needs that take care: energy workers with stock pay, doctors with their own practice, real estate investors, and many people who moved here from other countries.
We are based in Houston and help clients in Sugar Land, The Woodlands, Richmond, Katy, Pearland, and Friendswood. We also work with people across the US who like to meet online.
Tax tips by email
One or two short tips a month. Due dates, ways to save, and IRS news in plain words. No spam.
Ready to stop paying too much tax?
Book a free 30 minute call with a CPA. No cost and no pressure. You leave with a clear plan.