Collin County Tax & Small Business Experts
Taxes, minus the stress.
We're the Hawaiian shirt in a sea of stiff suits — a family-run firm that makes filing feel less like a chore and more like a conversation with a friend who happens to be great at this.
Kyle & Jim Montgomery
Why people stay for decades
Real people. Who pick up the phone.
Kyle carries on the firm his dad Jim started 30+ years ago — straight answers, no jargon, no upselling.
- EA + CPA under one roof
- We handle the IRS
- Shoebox of receipts? Perfect
- Flat pricing, up front
What we do
Personal or business — one team, all year.
A simple 1040 or full-charge books and payroll, it's the same faces every season. Tap any one to see how it works.
The Relax-o-meter
How stressed are taxes
making you right now?
How it works
Three steps between you and a clear head.
Tell us where you stand
A two-minute quote request. No wrong answers, and no cost.
We map a simple plan
Kyle or Stephen sends back clear next steps and flat pricing to approve.
You relax — we file
We prepare, double-check for audit triggers, file, and stay on call all year.
The whole idea
This is the headspace we're after.
You shouldn't dread an email from your accountant. With the boring parts handled, tax season turns into a non-event — and that's the point.
Start with a free quoteReal clients, real relief
Loved across Collin County.
First-time filers, small business owners, folks three years behind — here's what it's like on the other side.
Ready when you are
Let's make taxes the easiest thing on your list.
Request a quote in two minutes. No pressure, no sales pitch — just a straightforward answer from a real person.