Tax services in Corpus Christi? The CPA alternative.

The books stay in one shared file, so the quarter you hand over is the quarter you have been running.

A month is closed when the bank, the uncleared items, and the balances you would show a supplier all tell the same story. Until that happens the quarter is a draft. We close the month in the week those three already match. We do not hold the file for a quieter stretch on the channel.

We start with the bank. Every deposit and every charge either matches a record you already entered or becomes a record we enter with you. A feed that looks busy is not the same thing as a reconciliation. The report that matters is the one that names what is still open and why.

Setting up payroll stands next to the close, while payday itself stays with the provider you already run. If you are about to hire, we open the accounts and the filings and hand the running of payday to a provider. If a provider is already in place, we make sure the amounts landing in the books are the amounts that left the bank.

We print statements only after the bank match is finished. A profit figure the bank cannot support is a conversation you do not want with a lender. Waiting a few days beats handing over a month that still has a hole in it.

Once twelve matched months exist, preparing the return is a gathering rather than a rescue. You are not rebuilding the year in March from a folder of guesses. The year is already a stack of months the bank agreed with.

We prepare your business return from the shared file once the twelve months match the bank.

A letter, a lender, or a first hire. The worry is ordinary, and the plain answer for each one sits on the next page. Tell us which month is open and what is in the way.

A login to the bank and the file you already keep will get the first month moving. The second thing is a list of what you wish were true by the next filing date. We do not need a speech. A sentence on the form is plenty.

If a supplier is pressing for the quarter, say so. When a lender is waiting on statements, name the period they asked for. If rendition is the worry, say whether anyone has listed the equipment since last year. Those three notes change the order of the first month.

You keep the decisions. We keep the tie-out, the questions, and the draft of the return. Each open item gets a name and a date before the quarter goes to anyone who asked for it.

Receipts inside Corpus Christi add to a sales tax total of 8.25 percent. The state piece is 6.25 percent. The city piece is 1.375 percent. A transit piece is 0.5 percent. A crime-control piece is 0.125 percent. Nueces County itself charges no county sales tax, so the total stops at those four pieces. The same total shows up on the San Patricio and Kleberg slices of the city, with a different city code on the Kleberg slice.

The return is due on the 20th of the following month. Leave the deposit batch unmatched on the day before the filing and the return is built on a hunch. We close, then the return is a report.

Hotel occupancy tax is a different return. The city rate is 9 percent, due on the 20th as well, and it does not apply to a stay of 30 continuous days or more. If you rent a place for short stays and a platform sends the tax, you still file. The platform's remittance is not a substitute for your return.

Freight that already left the yard was never the company's to report. We separate equipment you still hold from a shipment that sailed, so the form lists property and not a guess.

Business personal property is what the company still owned on January 1. A hull that loaded and left is not on that list unless it was yours and it was still yours. Equipment in the yard, furniture in the office, and inventory that had not shipped are the usual contents.

The rendition itself is due April 15. Ask in writing and that rendition date slides from April 15 out to May 15. Most protests are due May 15 or 30 days after the notice, whichever is later. A busy ship channel leaves April 15 and May 15 exactly where the statute put them.

We would rather build the list from purchase records and a walk through what was sold than copy last year's form and hope. A copied form is how a disposed truck stays on the roll for another year.

Estimates and the franchise report punish a year that was never looked at until it was over. For report years 2026 and 2027 the franchise report is still filed when revenue sits under 2,650,000 dollars, and in that band the tax itself is zero. A shop that buys goods to resell files its margin at half the rate a service business uses, 0.375 against 0.75, and we keep those two rates from getting mixed when the report is prepared. May 15 is the report date. If the bank has not agreed with the margin, that margin stays off the report until the months are closed.

Information returns for vendors belong in the same cleanup. A year of paid invoices that was never matched to W-9s becomes a January scramble. We fold that readiness into the monthly close so January is a print, not a rescue.

The choices that can still change the year are the ones we want on the call while the year is open. Entity tax, the timing of a purchase, the treatment of a bonus. Those are ordinary owner decisions. They are easier when the month underneath them is already true. Steven Palmieri, the Entrepreneur's CFO, is the name on that form for this month and for the return.