Providing Bookkeeping & Tax Preparation Services for Small Businesses in Rockwall & Surrounding Areas.

We exist to help small businesses succeed

At Stream, we are dedicated to empowering small businesses with the financial expertise they need to thrive. From meticulous bookkeeping to tax preparation, our team of dedicated professionals is your trusted partner in financial success.

 

With years of experience, we have honed our expertise to cater specifically to the unique needs and challenges faced by small businesses. Let us be your financial partner, providing you with the peace of mind and financial clarity you need to navigate the complexities of running a small business.
small business tax savings

Our 7 Core Principles

At Stream, we are guided by an unwavering set of beliefs and values that we apply throughout our company:

  • Provide exceedingly more value to clients than the cost of our service
  • Maintain honesty and integrity in every facet of our company’s operation
  • Go above and beyond for clients in every way reasonably possible
  • Provide the same high standard of service no matter the size of the client’s business
  • Commit to learning and growing
  • Create a fair and positive work environment
  • Leverage our success to give back to those in need

We partner with the industry’s top financial services

We Partner with top financial services Quickbook Xero Gusto

Our Services

Tax Specialized Bookkeeping

Tax-Specialized Bookkeeping

Having accurate bookkeeping data is crucial come tax time. Missed deductions, improperly categorized expenses, errors that lead to penalties... These things can really add up.

Every one of our bookkeepers is trained in-house by our certified tax-code expert CPA. And to take that a step further, your books undergo a 3-step verification process to ensure 100% accuracy. 

Tax Preparation & Filing

Tax Preparation & Filing

Maximizing your tax savings is more than just offering a few tax tips here and there and checking a few boxes on a tax return. It requires time and dedication to each client's account and a deep understanding of the ever-changing tax code.

Our certified tax-code experts know how to squeeze every penny out of the tax system for your business, saving you thousands every year on taxes.

Catch Up Bookkeeping

Catch Up Bookkeeping

Making good business decisions depends on reliable data. Without accurate data, you may be unable to recognize when important changes need to happen in your business.

Our tax-trained bookkeepers will bring your company's financial records up to date fast giving you the information you need to keep your business optimized for success.

Strategic Tax Planning

Strategic Tax Planning

How much money is your company leaving on the table by not having a strategic tax plan in place to reduce your tax liability?

Our tax-code experts create tax strategies that work and we will prove it to you. We guarantee that our plan will find 2 times more tax savings than the cost of the tax plan or you pay nothing.

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