For Small Businesses

ESTABLISH GREATER PROFITABILITY AND BUSINESS EFFICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!
Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

 

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

Rick is the best accountant I've ever worked with. I'd go as far to say he's one of the best professionals I've ever engaged with in any industry, ever. I am blown away by his response time, attention to detail, and overall level of expertise. I cannot recommend him enough.

Mike Davis

Have used their services for our corporate taxes for the last 3 years. Rick is very easy to work with and also very helpful. Very competent and professional service! Will definitely recommend them to anyone looking for an affordable and professional tax preparation service!

Michael Anthony
THERMOQUICK INC.

Rick really went above and beyond for me. He worked late hours and got the job done. Very efficient, affordable and professional!

CME *

We are so happy that we went to Rick for our tax services. He was so professional, quick to respond and helpful. I highly recommend.

Amanda Cee

Rick was a trusted colleague for many years and has continued to provide excellent financial advice and tax services. His customer first, honest approach to finance is a breath of fresh air. His guidance has had a positive financial impact on our family and we look forward to working with him in the future.

Adrian Nanez

Rick is an amazing person to go to for all tax needs. He is very prompt and offers great prices. We will continue to use and highly recommend his services.

Waldorf Publishing

Very professional and responsive. Rick knows what he is doing and very knowledgeable about the tax laws. Have recommended them to many people now. Great company.

Jason Meyer

I was several years behind in my taxes (5). I contacted Rick and within one week all my back taxes were not only resolved with the State and IRS. But Rick also got me a $34K refund!! I have worked with CPA’s in the past and Rick leaves them all in the dust!
My Family and I Sincerely Thank You Rick!🙏🏻🙏🏻🙏🏻

Mike Kast

Excellent. Honest and, perhaps more importantly, capable; he will work the problem to maximize your refund. He is knowledgeable and communicates well. 5 stars!

Michael McLaughlin

Excellent service and fair pricing. Took the time to walk through accounting questions and provide thoughtful responses.

Kelly Wittwer

The first thing that comes to mind is Wow!
Rick is the Real deal. It’s no hassle he speaks the language Buisness owners wants to hear. I thought my issues where complex but Rick simplified my worries
I’m looking forward to working with him to grow & expand my Buisness ! Thx Rick!

Tymel Walker

Rick was very professional and knowledgeable. He prepared my taxes quickly and was responsive to all my questions.

C Schroeder

Highly available and responsive, knowledgeable in complex business tax issues, proactive, strong value for services provided, pleasure to do business with.

Clarence Ramsey

Rick was very prompt, helpful, and responsive. Excellent service. Thanks Rick.

Royce Stepter

I was in need of some urgent expert tax advice and decided to call this business, Rick was a true professional, he provided immediate, same day assistance over the phone and did not even charge me even though I had sent him documents to review with very specific questions, I will be using Rick for all my tax and accounting needs moving forward.

Adnan Khan

Rick is knowledgeable and super responsive. Looking forward to sticking with him for a long time.

Chris Wittwer

Great service and very knowledgeable definitely recommended

Crysis

Have utilized their services for filing our corporate and personal taxes for past couple of years .... they are very professional and responsive!

Praveen Anandaraj

Ultra Last Minute Tax Moves for Frisco and Plano Businesses

It's going to take us many weeks to digest everything in this massive omnibus of a relief bill that the President signed on Sunday night.And with year-end barrelling at us (2021 is on FRIDAY), it's unlikely that we will be able to make substantive action on your...

Rick Carpenter’s Annual Holiday Prayer

Well, Congress seems to have heard the cries of the huddled masses of SMB's around the country, and more PPP funding is (seemingly) on the way.Details aren't finalized yet as of this writing, so I will have more to say on these matters in future weeks.Even these early...

An Important PPP Loan Update For Frisco and Plano Business Owners

There's both good news (for some) and bad news (for many) as we round the corner into December.And I'm not talking about our culture, or politics, or sports, or anything like that.I'm talking about TAXES.  I'll start with the good news. This is applicable to...

The Seven Primary Tasks For Any Frisco and Plano Business Team

A week past the election, and still plenty of disagreement about the results.That means this is another week where you have the opportunity for the other chumps out there to get massively distracted by the political war games ... while you go about quietly building...

Solving Problems in Frisco and Plano Businesses with Effective Solutions

There's this idea out there among many wannabe Frisco and Plano business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset - although...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your Frisco and Plano business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our...

A Few More Common Marketing Mistakes Made By Businesses

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder of the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this is...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how Frisco and Plano small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural...

The Pareto Principle And Your Company’s Work Cycle

Slogging through the summer, and with the weather still hot, it can be really tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...

Marketing Tips for Small Business Owners

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!