Accounting, tax and advisory services built around your life and your business.
From your personal tax return to year-round accounting and advisory support, ServiAmigo helps you stay organized, stay compliant, and make informed financial decisions — explained in plain language, not jargon.
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Personal tax support with clear explanations.
We take the time to understand your situation, tell you what documents you need, and explain your return in plain language.
Individual Tax Preparation
Accurate federal and state returns for individuals, families, and employees — filed correctly and explained clearly.
Learn More →Self-Employed Tax Preparation
Schedule C, business expenses, and self-employment tax handled for freelancers and independent contractors.
Learn More →ITIN Applications & Renewals
New applications and renewals for anyone who needs an ITIN instead of a Social Security number.
Learn More →IRS Notice Assistance
We read the notice, explain what it means, and help you respond the right way.
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Keep your finances organized all year long.
Accurate records help you understand how your business is really performing — not just at tax time.
Monthly Bookkeeping
Clean, reconciled books every month, so you always know where your business stands.
Learn More →Catch-Up & Cleanup Bookkeeping
Behind on your books? We organize and correct past records so you can move forward.
Learn More →Payroll Services
Accurate, on-time payroll processing and compliance for your team, every pay period.
Learn More →Sales & Use Tax
Sales and use tax filings tracked and submitted on time, wherever your business operates.
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Meet your obligations with confidence.
Accurate records, timely filings, and an understanding of how your return connects to your business.
Business Tax Preparation
Federal and state returns for partnerships, S-Corps, corporations, and LLCs — done right.
Learn More →Texas Franchise Tax & Annual Reports
Franchise Tax and Public Information Reports filed on time to keep your business in good standing.
Learn More →Business Formation & Entity Selection
LLC setup, EIN, and guidance on choosing the right structure, including the S Corporation election (Form 2553).
Learn More →Business Changes & Compliance
Amendments, ownership updates, and state filings to keep your business information current.
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Move from reacting to planning ahead.
Tax prep explains what already happened. Planning helps you prepare for what comes next.
Tax Planning
Proactive strategies before year-end to reduce surprises and lower what you owe.
Learn More →Business Advisory
Understand your profitability, cash flow, and numbers well enough to decide with confidence.
Learn More →Financial Statement Review
A guided walkthrough of your P&L and balance sheet, explained in plain language.
Learn More →CFO Advisory Support
Ongoing guidance on budgeting, pricing, and cash flow for business owners ready to grow.
Learn More →One relationship for your personal and business needs.
Your business income affects your personal return. Your payroll affects compliance. Your bookkeeping affects your taxes. We connect the dots so you get coordinated guidance, not disconnected transactions.
Personal tax support
For individuals, families, employees and self-employed taxpayers.
Business accounting & compliance
Organized records, payroll, and dependable filing support.
Planning & advisory
Understand your numbers, prepare ahead, decide with confidence.
You don't need everything figured out before reaching out.
Tell us what's going on with your taxes, bookkeeping, or business. We'll listen and point you to the right next step.
Professional expertise. Clear explanations. A partner in your corner.
Based in Magnolia, Texas. Serving clients nationwide.