(936) 597-8720
780 Clepper Street, Suite 203 Montgomery, TX 77356
Cash Flow and Budgeting Analysis

Cash Flow and Budgeting Analysis

Managing your cash flow increases profitability, helps you pinpoint areas to reduce costs, and improves your company’s liquidity. With our help and guidance, you’ll be ready for the what the future holds.

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tax management services

Tax Management & Preparation

The tax laws are always changing and there are always discussions to be had regarding tax planning and preparation decisions. We’ll help you navigate the tax laws with strategies that minimize your tax liabilities and maximize your cash…

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Accounting

Accounting Services

Accurate accounting records are a key component to making good business decisions. We’ll help you stay up to date with accurate record keeping and consistent reporting, as well as support on financial issues.

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Estate and Trust Planning and Tax Preparation

Estate and Trust Planning and Tax Preparation

It’s important to plan for the future. We’ll help you navigate the complexities of the estate tax laws to facilitate the transfer of assets and minimize the tax impact to your beneficiaries.

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Financial and Retirement Planning

It’s easy to get short-sighted, but the road to retirement is a long one. We’ll help you stay on track to meet your goals.

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litigation support and forensic accounting

Litigation Support and Forensic Accounting

Our litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business and marital dissolutions, and bankruptcies.

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Quickbooks help

Quickbooks Accounting Help and Assistance

Quickbooks is a powerful tool that can provide useful and timely information. We’ll help you use the software in a more efficient and effective manner.

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Bookkeeping/Write-up

Bookkeeping/Write-up

Our firm can help you with the organization and daily tasks of bookkeeping so that you can focus on your core business.

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Entity Selection and Restructuring

Entity Selection and Restructuring

Choosing the right type of entity for your business is important. With our expertise, you will be advised on what type fits your business and goals best.

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IRS representation

IRS Representation

Professional representation can be vital in the event of an audit. Our experience with the Internal Revenue Service allows us to guide our clients as they deal with the federal and state taxing agencies.

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payroll services

Payroll Services

We can help you develop and implement a computerized payroll system that will facilitate timely processing and reporting and allow you to spend more time running your business.

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Financial Projections and Forecasts

Financial Projections and Forecasts

Preparing for the future is imperative to ensure your company’s success. We work hard to keep up with current market trends and updates to make sure your business is prepared for what’s to come.

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Business Valuation

Business Valuation

There are several factors that contribute to the perceived value of a business. Whether you’re looking to buy or sell a business, our expert help can help you evaluate your individual situation and guide you towards making a…

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merger, acquisitions, and sales

Mergers, Acquisitions, and Sales

Business transactions are complicated affairs. Whether you’re buying, selling, or considering a potential merger, J.W. Schubert & Spinella, PLLC can provide you with the knowledge needed to help you negotiate a deal that benefits you.

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Debt and Finance Advising

Debt and Finance Advising

Whether you’re a business or an individual, it’s important to make sure that your debt is structured in a way that benefits you. Our staff of professionals can help you sort through the different options available to reduce…

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international taxation

International Taxation

We are a wealth of knowledge when it comes to international tax issues. Whether you’re a business doing work abroad, a foreign company doing work stateside, or an individual working abroad, we can help you.

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