Tax Preparation and Tax Strategy

For Business Owners and Professionals

Tax Preparation

and Tax Strategy

For Business Owners

& Professionals

"Why didn't my old CPA tell me that?"

It is common for us to hear that from new clients.
 

Our clients want more than just a transactional tax preparation service.
 

And while accurate and timely tax preparation is crucial, our clients want advice on

  • How to lower their taxes

  • How to manage their bookkeeping so applying for a business loan or a personal mortgage

    isn't a fire drill.

  • How to manage your business using financial metrics so you can make smart decisions

    proactively.

"Why didn't my old CPA tell me that?"

It is common for us to hear that from new clients.

Our clients want more than just a transactional tax preparation service.

And while accurate and timely tax preparation is crucial, our clients want advice on

  • How to lower their taxes

  • How to manage their bookkeeping so applying for a business loan or a personal mortgage

    isn't a fire drill.

  • How to manage your business using financial metrics so you can make smart decisions

    proactively.

Accurate Tax Preparation

Legal Tax Strategies

Lower Taxes

WHAT WE OFFER

  • Tax Strategies To Lower Your Taxes

  • Certified Public Accountants

  • Business And Individual Returns

Our Services

Services We Offer

Accounting & Bookkeeping

We offer accounting to conservative business owners. With over 150,000 hours of collective experience, we will help you navigate today’s complex tax landscape.

Tax Preparation & Filing

If you just want tax preparation and nothing more, that’s ok… give us a call. We will be careful, accurate, and we will provide a good price for great work!

Strategic Tax Planning

If you have filed and want to start learning and planning your own tax outcomes, that’s where we shine the brightest! Better Planning = Better Outcomes

Bookkeeping

Why choose

Osborn Morano?

1. GAAP (Generally Accepted Accounting Principles) Accounting

When you apply for a loan, a bank underwriter can tell that your books are professionally prepared, which can improve your chances of your loan approval.

2. Outsourced Controllership

We can provide you with high level consulting and management of your company’s finances. In addition to offering independent oversight of your business financial reporting, we can assist in the understanding of cash flow, budgeting, tax implications, and developing strategies for your business as it relates to your financial operations.

3. Accounting Technology

Our technology platform gives all necessary parties selective access to your books at any time and provides for the secure and efficient exchange of your company’s financials.

4. Real Time Reporting

We can have your books updated daily and reconciled within 5 to 7 business days following the close of your accounting period.

Why choose

Osborn Morano?

Bookkeeping

1. GAAP (Generally Accepted Accounting Principles) Accounting

When you apply for a loan, a bank underwriter can tell that your books are professionally prepared, which can improve your chances of your loan approval.

2. Outsourced Controllership

We can provide you with high level consulting and management of your company’s finances. In addition to offering independent oversight of your business financial reporting, we can assist in the understanding of cash flow, budgeting, tax implications, and developing strategies for your business as it relates to your financial operations.

3. Accounting Technology

Our technology platform gives all necessary parties selective access to your books at any time and provides for the secure and efficient exchange of your company’s financials.

4. Real Time Reporting

We can have your books updated daily and reconciled within 5 to 7 business days following the close of your accounting period.

Who We Are

We live and breathe small business taxes and bookkeeping.

How To Get Started

Juggling the competing demands of your career and family can be overwhelming and leave time for little else. In today’s complex and rapidly changing world, we can help.

Identify Your Goals

& Gather Information

Meet with Kyle to tell your Financial Story

Build Personal Financial Plan

Acting as a fiduciary, we analyze your budgets, investments, insurance, taxes, retirement, college education, and estate plan.

Strategy Session

We will present all of the options that we think will help you and your family achieve financial success.

Implement Your Plan

We don’t represent any product companies, so we can search the market for the very best options for your future.

Download Our Tax Strategy Report For Business Owners

  • We have studied the tax code to identify tax strategies for business owners

  • Tax strategy is an ongoing process that takes place every year

  • Learn how you can apply these tax strategies to your business to keep more of your hard-earned money.

What Our Clients Say

Swiper demo
This was our first year to file taxes with Downing and Morano. I am so glad we chose to work with them. Very prompt in getting the returns done. There was a steep learning curve for their first attempt to understand our taxes but they made it easy. They sorted through a mess and got it down to about five easy questions. The team is very helpful and after each phone conservation I would pick up an email summarizing what was discussed and what actions I need to take! I found this very helpful and made my life much easier. I cannot recommend them enough!

~Bob C.
Great service professional. Definitely recommend!

-Meredith L.  
Knowledgeable team with great service.

-R.D.  

Meet The Team

For a company to be world class it can only happen by hiring world class people. We have an experienced, diverse team of professionals. Our purpose is to empower them to be the best version of themselves every day.

We can help you achieve financial freedom, so you can focus more on what you enjoy in your life.

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CONNECT WITH US

Office: (512)-346-0110

Address: 4201 Bee Cave Road, Suite C-101, Austin, TX 78746

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