Services we Offer

Tax preparation and planning

Simplify Your Tax Returns with Abundi Tax Planning Solutions

Navigating today’s complex tax laws and ever-changing regulations can make preparing your own tax return a daunting task. A study by the US Government’s General Accounting Office revealed that 77% of taxpayers believe they benefited from using a professional tax preparer.

Even seemingly simple returns can be confusing, especially when relying solely on computer software. Doing your taxes yourself risks missing out on deductions and credits you’re entitled to. For peace of mind and expert guidance, trust our professionals to handle your tax preparation.

At Abundi Tax Planning Solutions, we offer the expertise you need to accurately file your returns while strategically planning to minimize your tax liability. Let us help you navigate the complexities of tax preparation with confidence and ease.

Schedule your 2024 Tax Appointment:  Fill out this Form.
Customized Financial Services

Streamline Your Financial Function

At Abundi Tax Planning Solutions, we offer tailored financial services on a monthly, quarterly, or annual basis to meet the unique needs of your business. Our comprehensive services include bookkeeping, financial statement preparation, tax planning and preparation, and financial analysis. By regularly monitoring your financial performance, we help ensure accuracy, compliance, and informed decision-making. This ongoing support enables you to focus on running your business while we manage your financial health.

With Abundi Tax Planning Solutions as your trusted partner, you can have confidence in your financial management, ensuring stability, growth, and peace of mind.

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Texas franchise tax reporting

Expert Support for Texas Franchise Tax Reporting

Navigating Texas franchise tax reporting can be complex, that’s why Abundi Tax Planning Solutions offers expert support to ensure your business remains compliant with Texas state tax requirements. Our experienced team is well-versed in the nuances of franchise tax regulations and will work closely with you to accurately prepare and file your reports.

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Estate tax planning and filing

Understanding Estate Tax Planning and Filing

Estate tax planning and filing involves preparing and submitting necessary documentation to ensure the proper transfer of an individual’s assets upon their death. This process includes evaluating the value of the estate, identifying potential tax liabilities, and implementing strategies to minimize taxes owed. Effective estate tax planning can help preserve the wealth of the deceased and ensure that beneficiaries receive their intended inheritance with minimal tax burden. It also involves setting up trusts, wills, and other legal mechanisms to manage asset distribution.

This is why consulting with an expert is crucial. Abundi Tax Planning Solutions can provide valuable guidance, ensure compliance with laws, and implement strategies that best serve the interests of the estate and its beneficiaries.

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Retirement tax planning

Navigating Retirement Tax Planning

Retirement tax planning involves strategically managing your finances to minimize tax liabilities and maximize your retirement income. This process includes evaluating your retirement accounts, such as 401(k)s and IRAs, understanding the tax implications of withdrawals, and implementing strategies to reduce taxes on your savings. Proper retirement tax planning ensures that you can enjoy your golden years with financial peace of mind and make the most of the money you’ve worked hard to save.

Our experienced team offers personalized advice and tailored strategies to meet your unique financial goals. We work closely with you to understand your retirement aspirations and develop a plan to ensure your financial future is in good hands.

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IRS representation

Expert IRS Representation

Navigating IRS issues can be stressful and overwhelming, but you don’t have to face them alone. At Abundi Tax Planning Solutions, we offer expert IRS representation to help you handle tax disputes, audits, and other related matters with confidence and ease. Our experienced professionals are well-versed in tax laws and regulations, and we work diligently to ensure your best interests are represented.

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Payroll services

Simplify Your Payroll Process

Outsourcing our company’s payroll tasks can make a world of difference. At Abundi Tax Planning Solutions, we offer comprehensive payroll services to ensure your employees are paid accurately and on time, while you focus on growing your business. Our payroll experts handle everything from payroll processing and tax filings to compliance with ever-changing regulations. By entrusting us with your payroll needs, you can reduce administrative burdens, minimize errors, and ensure your business stays compliant with all legal requirements. Let us streamline your payroll process and give you peace of mind.

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QuickBooks® consultation including setup, training, and support

Streamline Your Financial Management

We offer comprehensive QuickBooks® consultation services to empower your business with efficient financial management tools. Our services include customized setup, hands-on training, and ongoing support to ensure your team is proficient and your processes are optimized.

Leverage our expertise to improve efficiency, enhance accuracy, and increase confidence in your financial reporting. Experience the benefits of expert guidance and take your financial management to the next level.

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Bookkeeping Services

Abundi Tax Planning Solutions customizes our accounting services for each client.

Running a business often means wearing many hats, and bookkeeping is one of the most time‑consuming and challenging. Inefficient bookkeeping can lead to lost profits and operational strain.
Every business has unique needs, which is why Abundi Tax Planning Solutions customizes our accounting services for each client. Small businesses operate under different constraints than large corporations, and our team helps you understand your financial needs so we can create a year‑round bookkeeping and tax‑season plan that supports growth and profitability.

We help businesses establish systems that are easy to manage, efficient, and tailored to their goals. Our bookkeeping services include:

– Posting expenses

– Reconciling bank accounts

– Generating income statements and balance sheets

– General ledger cleanup

– Payroll recording

– Preparing and distributing 1099s

– Preparing and submitting payroll tax forms

– Entity selection and restructuring guidance

– QuickBooks setup, training, and support

– IRS representation

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CFO Services

SFO Services help businesses improve cash flow, increase profitability, and scale with a solid plan.

Elevate your financial and business strategy with Fractional CFO and business consulting services designed for business owners, entrepreneurs, and investors.

Our Fractional CFO services help leaders integrate financial strategy, operational efficiency, and performance management. We work closely with clients to understand their challenges and develop step‑by‑step solutions that create measurable progress.

We help businesses improve cash flow, increase profitability, and scale with a solid plan. We focus on developing leading indicators so owners can understand the direction of their business before financial statements are finalized.

We advise on the key levers that drive results and help owners focus on the areas that matter most.

CFO support services include:
Controller Oversight & Financial Operations
Strategic Advisory for Business Growth
Treasury Leadership & Capital Strategy
Mergers & Acquisitions Advisory
Profitability Enhancement & Pricing Optimization

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