Tax Services That Works for You

Get accurate, compliant tax returns for individuals, partnerships, and S-Corps—without the hassle of coordinating multiple advisors. We integrate tax planning with your cash flow, profitability, and growth goals.

Tax season shouldn’t be a scramble. Let’s make it work for you.

Who We Serve

1. Individuals & Business Owners

Form 1040

• W-2 employees with investments or side income

• Self-employed consultants and solopreneurs

• Business owners with rental properties, K-1s, and complex Schedule C

We handle: Investment sales, HSA contributions, self-employed health insurance, Schedule A optimization (TX sales/property tax), and capital gains planning.

2. Partnerships & Multi-Member LLCs

Form 1065 + K-1s

• Service businesses, real estate partnerships, and family ventures

• Guaranteed payments, special allocations, and profit/loss sharing

• Partner basis tracking and at-risk limitations

We handle: Partner capital accounts, distributions exceeding basis, passive activity losses, and state apportionment.

3. S Corporations

Form 1120-S + K-1s

• Professional services, e-commerce, manufacturing, and SaaS companies

• Reasonable compensation analysis and owner distributions

• Payroll tax compliance and officer compensation

We handle: Shareholder basis worksheets, AAA distributions, S election compliance, and entity optimization reviews.

What’s Included

✅ Complete Federal + State Return Preparation
✅ E-Filing with IRS/State Agencies
✅ Quarterly Estimated Tax Calculations
✅ Prior Year Cleanup and Amendments
✅ IRS/State Correspondence
✅ Year-End Planning Checklists

Bonus: Coordination with your bookkeeping so we’re not cleaning up messes in April.

Why RelyCFO for Tax (Not Just Another CPA)

1. Integrated Financial Strategy

We don’t prepare returns in isolation. Your tax position affects cash flow, owner distributions, and growth decisions. We connect the dots.

2. Business Owners Think Like Owners

20+ years working with PE-backed companies and manufacturing CFOs. We understand S-Corps and partnerships aren’t just “tax forms”—they’re your business structure.

3. Proactive, Not Reactive

Quarterly reviews, estimated payment planning, and “what-if” scenarios mean April isn’t a crisis.

Pricing That Scales With You

RelyCFO offers transparent, customized pricing that avoids fixed rates to ensure you receive competitive value tailored to your needs. Fees are determined by the complexity of your operations, quality of record-keeping, and unique situation, providing flexibility without compromising on service excellence.​

Our Pricing Philosophy

Start with a free consultation where we review your Forms (1040, 1120S, 1065), schedules, deductions, and any multi-state or entity-specific factors to deliver a precise quote. This approach scales efficiently for simple individual filers while accommodating intricate S-Corp basis calculations or partnership K-1 distributions.​

Client Benefits

Enjoy no surprises—quotes reflect true value, keeping costs market-competitive while allowing premium strategies for high-value needs. Contact us today for your personalized pricing discussion

Ready to Simplify Tax Season?

We’ll review your situation, estimate your refund/tax due, and show exactly how we can save you time and money

Serving Houston, Sugar Land, Katy, Richmond, and nationwide clients.

Schedule a 30-minute Tax Strategy Call

Ready to Simplify Tax Season?

We’ll review your situation, estimate your refund/tax due, and show exactly how we can save you time and money

Serving Houston, Sugar Land, Katy, Richmond, and nationwide clients