A Fresh Perspective

Clients who are approaching a new phase of business, have outgrown their current tax advisor or just need a fresh set of eyes, should contact Natalie. She provides her clients with customized solutions to meet their needs.

Comprehensive Consulting

Natalie provides clients with more than just a tax return. Natalie’s expertise guides clients through retirement planning, insurance benefits, health saving accounts, college savings plans and other tax savings strategies.

Planning & Procedures

Natalie teaches her clients about tax preparation to help them make more informed personal and business decisions. She helps clients learn how to organize their business records in the event of an audit, set aside funds for tax payments and retirement savings and train them on how to use or improve their accounting software.

Tax Return Preparation

Natalie serves as a strategic partner to guide clients through the tax preparation process. Individuals, corporations, partnerships and non-profit organizations benefit from Natalie’s services.

Small Business Tax Class

Each quarter, Natalie teaches a half-day course, through the University of Houston’s Small Business Development Center. This introductory class covers how to minimize your tax liabilities, write off home office and automobile deductions, avoid audit situations, and more helpful tips for small business owners.