Tax strategy, not
just tax returns.

For business owners, real estate investors, and high-net-worth families in The Woodlands who want more from a tax professional than a signed return in April. Part strategist, part confidante — we plan ahead, look out for you all year, and find the money most preparers miss.

Schedule K&A — Strategy Tax year 2026

Cost segregation study5 / 7 / 15-yr

Bonus depreciation100%

1031 exchangedeferred

R&D tax creditclaimed

Entity structureoptimized

April surprise$0.00

PREPARED & REVIEWED BY A PARTNER — NOT A SEASONAL STAFFER

A partner who's genuinely in your corner.

For most people, tax season is a mix of dread and guesswork — gather the documents, hold your breath, hope the number isn’t terrible. It doesn’t have to feel that way. When your CPA knows your story — your business, your properties, your family, your goals — taxes stop being a yearly ambush and become a plan you’re in control of.

We hunt for deductions like the money is our own, and the complicated problems are honestly our favorite ones: the tangled entity structure, the deal that doesn’t fit the mold. We enjoy the puzzle, and we keep turning it until we find an answer that works. Always inside the law. Never inside a box.

So bring the half-formed question. The “is this deductible?” text. That’s not an interruption to the work — that is the work.

Good tax planning isn’t about being aggressive. It’s about being thorough, thoughtful, and a little bit relentless on your behalf.

What good planning gives you

No more April surprises

You'll know the number months ahead — and you'll have planned around it.

Every deduction, actually found

Deductions don't announce themselves. Someone has to go looking — we do.

Savings that compound

A strategy repeated for a decade is how wealth gets built.

Confidence in big decisions

Clear answers before you sign — not a wince after.

Creative answers to hard problems

Complex issues rarely have textbook solutions. We find the ones that fit.

A calmer relationship with money

You have someone to call — someone who knows you.

Most accountants record the
past. We plan what happens next.

The moves that change what you owe happen during the year — and they require a specialist.
These are ours.

Tax Preparation

Accurate, defensible returns for complex situations — multi-entity businesses, real estate portfolios, K-1s, and multi-state filings.

Tax Planning

Year-round strategy that finds deductions, credits, and timing opportunities before December 31 — when they can still change the outcome.

Advisory

A partner-level sounding board for the decisions that drive taxes: deals, entity structure, compensation, and exits.

1031 Exchange Accounting

Basis tracking, boot calculations, and Form 8824 reporting handled precisely — so your exchange stays fully deferred.

Cost Segregation

Studies that reclassify building components into shorter recovery periods — often unlocking six-figure first-year deductions.

R&D Tax Credits

Credit studies with documentation built to hold up. Many companies qualify and never claim it — software, manufacturing, and product businesses most of all.

Enough complexity that good tax
work pays for itself.

Business Owners

You built the business. We make sure taxes don’t take more of it than the law requires.

Real Estate Investors

The most tax-advantaged asset class in America — if someone captures it for you.

High-Net-Worth Families

At a certain point, your return stops being a form and starts being a strategy.

Four things you won't get from a
tax mill.

Partner-level attention

Your engagement is led by Jesse A. Kreger — not handed to a seasonal preparer. When you call, you reach the person who knows your file, and your story.

Credentialed twice over

A CPA’s accounting depth plus an Enrolled Agent’s unlimited rights to represent you before the IRS. Work that holds up under examination.

Specialists, not generalists

We go deep on business, real estate, and high-net-worth taxation — because depth is where the savings live.

We genuinely care

You’re a name and a story here, not a file number. We remember what you told us in March, and we’re honestly glad when you call.

Your April tax bill is being decided right now.

The decisions you make this quarter determine what you owe next spring. Come have a conversation while there’s still time to change the answer — worst case, you leave with better questions. Best case, a much smaller tax bill.

Tax strategy, not just tax returns.