It is the goal of Patrick L. Murray, P.C., CPAs to provide you with the level of service you desire in the most timely and efficient manner possible. The services we offer cover a wide range of financial reporting, governmental filing, financial analysis and client training. We will tailor our services to your specific needs while maintaining professional, high quality standards.

• Compilation from your manual records or review and adjustments to your computer-generated transactions
• Additional customized analysis/management reports
• Assistance to you in the interpretation and use of your financial statements

Small Business Services

• Consultation in starting or acquiring a new business including choice of entity type
• Assistance to you or your staff in setting up record keeping on a manual or computer system
• Instructions in calculating paychecks and making payroll tax deposits

QuickBooks Professional Advisors

• Setting up and customizing your accounting records in QuickBooks software
• Training for you or your staff in the use of QuickBooks for recording daily transactions
• Analysis of existing QuickBooks company files for increased efficiency and accuracy
• Follow-up and ongoing support to address specific needs of QuickBooks users

Payroll Reporting

• Employer´s Quarterly Federal Tax Return (Form 941)
• Texas Workforce Commission Employer´s Quarter Report (Form TWC C-3)
• Employer´s Annual Federal Unemployment (FUTA) Tax Return (Form 940)
• Employee Wage and Tax Statements (Forms W-2) and associated Transmittal (Form W-3)
• Forms 1099-MISC and 1096 as needed for your non-employee compensation payments

• Individual Income Tax Return (Form 1040)
• Return of Partnership Income (Form 1065)
• Corporation Income Tax Return (Form 1120)
• Income Tax Return for an S Corporation (Form 1120S)
• Income Tax Return for Estates and Trusts (Form 1041)
• Return of Organization Exempt from Income Tax (Form 990)
• Estate Tax Return (Form 706)
• Gift (and Generation-Skipping Transfer) Tax Return (Form 709)
• Annual Return/Report of Employee Benefit Plan (Form 5500)

Tax Projections and Tax Planning

• Our firm emphasizes tax planning!
• Calculation of amounts due for your quarterly estimated tax payments
• Consultation regarding year-end tax planning which may reduce your annual tax liability

Estate Tax Planning

• Working with qualified attorneys we guide you in options which seek to reduce your estate tax liability

• Members of our team attend continuing professional education seminars each year to keep current on the ever-changing laws regarding tax issues so that we may provide you with the most up-to-date and accurate information