Edinburg, Texas · Rio Grande Valley

Stop Overpaying the IRS.
Start Keeping More of What You Earn.

O&M Tax & Business Advisory helps South Texas business owners legally reduce their tax burden by $15k–$50k+ every year. Proactive, year-round tax strategy & business services available in English and Spanish.

$15K–$50K

Avg. Annual
Tax Savings
Per client, per year

5–10x

Return on
Investment
Savings vs. advisory fees

100%

IRS
Compliant
Every strategy, every time

Year-Round

Client
Support
Not just April

Let's build your path to lasting success together.

Managing taxes and growth can feel overwhelming, but you don't have to navigate it alone. Our mission is to provide the expert guidance and supportive partnership you need to make confident decisions, minimize your liabilities, and unlock your true financial potential."

Juan Carlos Ontiveros, Owner & Founder

Our Services

Four Services.
One Integrated Strategy
Built Around Your Business.

Business Formation
& Restructuring

Entity selection designed around your income, risk, and long-term goals. LLCs, S-Corps, C-Corps - done right from day one.

Monthly
Bookkeeping

Accurate monthly bookkeeping so your financial decisions are always backed by clean, real-time data not year-end guesswork.

Strategic
Tax Planning

A customized, IRS-compliant tax plan built before tax season — not during it. Quarterly sessions, mid-year projections, year-round implementation.

Income
Tax Preparation

Business and personal tax filing based on a plan — done carefully, completely, and correctly. No surprises. No scrambling.

Why Business Owners Overpay

Why High-Earning Business Owners in
Edinburg & McAllen Keep Overpaying

Every year, successful RGV entrepreneurs hand over more money to the IRS than they legally owe. The reason isn’t bad luck — it’s the absence of a proactive strategy.

No Year-Round Tax Planning

Your current tax professional only hears from you in March or April. By then, the biggest savings opportunities have already passed. Tax strategy must happen in January, June, and October — not just at filing time.

Wrong Business Structure

Many South Texas business owners are operating as sole proprietors when they should be structured as S-Corps. That one mistake alone can cost $10,000–$30,000 in unnecessary self-employment taxes every single year.

Missed Deductions & Credits

Home office deductions, vehicle expenses, retirement contributions, and Qualified Business Income (QBI) deductions — most business owners miss these because their advisor never brought them up.

No Cash Flow Visibility

Without clean monthly bookkeeping, you’re making major decisions — hiring, buying equipment, expanding — without the financial data to back them up confidently.

Growing Overhead With No Control

Staffing, software, insurance — costs keep rising, and without a financial system in place, profitability quietly erodes year after year.

The Bottom Line

You don’t need to work harder. You need a better financial strategy. That’s exactly what O&M delivers.

Bilingual service in English and Spanish.
Ongoing Support & Integrated Strategies

What's Included in Year-Round Support

Ready to Get Started?

The first step is free. Schedule your strategy call and know within 45 minutes exactly how much you’ve been overpaying — and what you can do about it.

Client Stories

What Our Clients Say

"O&M helped restructure my business and set me up for long-term tax savings. I appreciate their proactive approach — they're always a step ahead."
Rachel Gambetta
Business Owner, Rio Grande Valley
"JC made the process smooth and stress-free. He was efficient and saved me both time and money by identifying every possible deduction. Clear communication - I felt valued as a client."
Rocky Garza
Client, O&M Tax & Business Advisory
"Perfect balance of expertise and personal service. From the first consultation, O&M Services made me feel supported. They answered all my questions, created a clear tax plan, and helped me avoid costly mistakes. I now have more money to reinvest in my business."
Moses
Client, O&M Tax & Business Advisory

Visit Our Edinburg Office

4414 S. Raul Longoria Rd., Suite B, Edinburg, TX 78542

Ready to Stop Overpaying the IRS?

Schedule your free strategy session — most clients discover $15,000–$50,000+ in annual savings within the first call.