Carlette aims to help you succeed with your personal and business finances by offering a streamlined, process driven approach to managing your bookkeeping, tax planning, and tax preparation needs.

Carlette uses modern, cloud-based tax preparation and accounting software allowing you to access your financial data anytime while saving you time and money to focus more on what matters most.

Accounting sERVICES
  • With timely services and a thorough understanding of the tax laws and regulations, the firm can help you stay on top of tax deadlines and ensure your financials are in order.
  • The firm can handle bookkeeping and accounting tasks from payroll to preparation of your financial statements.
  • Accounting Software Setup
    • The firm utilizes the latest cloud-based accounting software and can incorporate it into your bookkeeping tasks or manage your existing software using QuickBooks Services for Self Employed, Small Business, or other Accounting Software requested.
  • Bookkeeping
    • Monthly, Quarterly, Yearly books upkeep to include paying bills, invoicing customers, bank reconciliations and closing of your books
  • Budgeting
  • Cash Flow Management
  • Forecasting
tax planning
  • Maximize Schedule C deductions by separating business and personal expenses to include:
    • Tracking of income and expenses, receipt storage, mileage tracking, and tax reporting
    • Assistance with quarterly estimated tax payments and due date reminders
  • See Tax Planning page for more details

get in touch!

2650 FM 407 E
STE 145 BOX 403
Phone:(940) 242-2152

Schedule an appointment today!

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