Tax Preparation, Bookkeeping & Payroll in Georgetown, TX
Expert Tax Advisory You Can Trust
From tax preparation to bookkeeping, we provide comprehensive financial services with transparent pricing and a streamlined process that saves you time.
Tax & Bookkeeping Services for Georgetown and Austin
We offer a full range of tax and financial services to individuals and businesses, ensuring compliance and maximizing your financial outcomes.
Tax Preparation
Individual and business tax return preparation, with a review of your prior-year return and current-year documents to identify applicable deductions and missing information.
Bookkeeping
Organized, accurate financial records maintained throughout the year. We keep your books clean so tax season is stress-free and your business stays compliant.
Entity Applications
LLC, S-Corp, C-Corp, and partnership formation services. We guide you through entity selection and handle all the paperwork for state and federal registration.
Payroll Services
Full-service payroll processing including tax withholdings, filings, and compliance. We handle the complexity so you can focus on running your business.
Texas Franchise Filing
Timely and accurate Texas franchise tax report preparation and filing. We ensure your business stays in good standing with the Texas Comptroller.
Tax Planning
Year-round tax planning for business owners and 1099 earners, led by Toby Quiroz Jr., EA.
For business owners and families
More clarity. Better conversations. A plan beyond filing.
Your return tells part of the story. We connect tax preparation, planning and bookkeeping with reports that help you understand what changed, where your money went and which decisions deserve attention.
BEYOND THE RETURN
See the story behind the numbers
A financial summary brings income, taxable income, tax and payments into one clear view, with year-to-year explanations and questions for your next planning conversation.
Explore a fictional report example →BUSINESS OWNER DASHBOARD
Understand your business every month
Connect monthly bookkeeping with a clear view of revenue, expenses, profit, cash and open invoices, plus a concise explanation of what changed and what to review next.
View the dashboard and monthly report example →Tax planning before decisions are made
Discuss estimated payments, changing income, owner compensation, retirement contributions and planned business purchases. The right analysis depends on your records, eligibility and goals.
See planning examples →Bookkeeping you can use
Keep records current, understand your monthly results and use the findings to focus your next conversation. Reports and dashboard scope are agreed with your engagement.
Explore bookkeeping and monthly reporting →Examples use fictional information, not actual client records or results. Tax planning is a separate engagement; services, reporting frequency and fees are confirmed before work begins.
Upfront, Honest Pricing
Your price is determined by your prior year return and any new information for the current year. No surprises, no hidden fees.
Individual Tax Return
- W-2 income reporting
- Standard deductions
- State & federal filing
- Prior year comparison
- E-file included
Self-Employed / 1099
- All individual services
- Schedule C preparation
- Business expense deductions
- Quarterly estimate guidance
- Maximized deductions
Business Tax Return
- Full business return prep
- Multi-state filing
- Depreciation schedules
- Texas franchise filing
- Year-round support
Additional Services
* Final pricing is based on the complexity of your prior year return and any additional items for the current year. Contact us for a personalized quote.
A Simple, Streamlined Process
We've designed our process to be as easy as possible. No unnecessary steps — just a clear path from start to finish.
Submit Your Info
Fill out our simple intake form with your name, email, and phone number. It takes less than a minute.
Upload Documents
We'll send you a secure link to upload your tax documents — W-2s, 1099s, receipts, and prior year returns.
We Review Everything
Our team reviews your documents, compares with prior years, and identifies any missing information before we begin.
File & Relax
Once everything is complete, we prepare and file your return. You'll receive confirmation and can track your refund.
What Our Clients Say
"Toby made the entire tax process painless. He found deductions I didn't even know existed and walked me through everything step by step. I finally feel confident about my finances."
"As a 1099 contractor, taxes used to stress me out every year. Quiroz Tax Advisory took care of everything — quarterly estimates, deductions, filing — all with clear communication and no surprises."
"I switched to Quiroz Tax Advisory last year and it was the best decision for my business. Their bookkeeping service keeps everything organized, and Toby genuinely cares about his clients."
Meet Toby Quiroz Jr., EA
Born and raised in Austin, Texas, Toby is a true Austin native with deep roots in his community. As an Enrolled Agent enrolled to practice before the IRS, he brings expertise from both the tax and insurance worlds — giving him a well-rounded perspective that few advisors can match.
He's an encourager, a leader in his family and his community, and someone who brings real value to every partnership he develops. Whether he's helping you untangle a complicated tax situation or simply making sure you feel heard, Toby's goal is always the same: to make your life a little easier and your financial future a lot brighter.
Trusted Partners for Your Business
We help business owners succeed by connecting them with partners we know and trust. These are vendors we personally recommend to protect and grow your business.
Protect what matters most. Melinda Quiroz and Co. LLC provides comprehensive insurance solutions for business owners — from general liability and commercial property coverage to life insurance, commercial insurance, and key person insurance that safeguards your business if a critical team member is lost. As our preferred insurance partner, they share our commitment to personalized service and making sure you and your business are fully covered.
Ready to File?
Send a contact request, and we’ll follow up about next steps. Please keep tax documents and sensitive information out of the contact form.
Let’s start with a conversation
Use our Google Form to share your name, email, and a brief description of what you need, plus an optional phone number and service of interest. It opens in a new tab; you do not need to sign in.
Contact details and a brief, non-sensitive inquiry only. Do not send Social Security numbers, tax documents, account numbers, or other sensitive financial information. Ask Toby separately about secure document collection.
Open contact form in a new tabYour response is saved in Quiroz Tax Advisory’s Google Form, and Toby is notified. This is a contact request—not a tax-document upload or an insurance request.