About O&M Tax & Business Advisory
Strategic Tax Planning and Business Advisory for South Texas Entrepreneurs
Who We Are
We are a full service EA firm specializing in strategic tax planning and business advisory services for entrepreneurs and business owners in South Texas who want to keep more of what they earn.
Located in Edinburg, Texas, we serve small business owners, self employed professionals, and established companies who are tired of reactive bookkeeping and ready for proactive financial strategy.
Our mission is simple: help business owners save tens of thousands of dollars in taxes every year through legal, compliant strategies while protecting their assets and building long term wealth.
What Makes Us Different
Proactive Tax Planning, Not Just Filing
Most tax professionals focus on tax preparation. We focus on tax strategy. We work with you year round to implement tactics that legally minimize your tax burden not just once a year, but every quarter.
Bilingual Service You Can Trust
We understand the unique needs of the South Texas business community. Our team provides professional service in both English and Spanish, ensuring clear communication and culturally relevant guidance.
Professional service in English and Spanish for the South Texas business community.
Business First Approach
We don't just look at your tax return. We look at your entire business your entity structure, your cash flow, your growth plans and create strategies that align with your goals.
Beyond Compliance
Tax compliance is the minimum. We focus on helping you build wealth. Every recommendation is designed to increase your profitability, reduce your tax liability, and protect your financial future.
Our Results
By the Numbers
1.
$15,000 - $50,000
Average annual tax savings for our clients through strategic planning and entity optimization
2.
Year-Round Support
Quarterly planning sessions, mid-year projections, and ongoing guidance not just April deadlines
3.
100% Compliant
Every strategy we implement is fully legal, IRS approved, and designed to withstand audits
4.
Bilingual Team
Professional service in English and Spanish for the diverse business community we serve
Who We Serve
We specialize in working with:
1.
Small Business Owners
Entrepreneurs earning $100,000 to $1,000,000+ who want to stop overpaying the IRS and start keeping more of their hard earned profits.
2.
Self-Employed Professionals
Contractors, consultants, real estate agents, and independent professionals who need proactive tax planning and entity optimization.
3.
Growing Companies
Established businesses ready to scale, hire employees, expand locations, or restructure for better tax treatment and asset protection.
4.
Latino Entrepreneurs
Business owners in the South Texas region who need bilingual support and culturally relevant financial guidance.
Our Approach
We Don't Just File Taxes We Build Strategy
1
We Get to Know Your Business
Every business is different. We take time to understand your industry, your goals, your challenges, and your financial situation.
2
We Identify Hidden Opportunities
Most business owners are leaving money on the table. We uncover missed deductions, entity optimization opportunities, and tax-saving strategies your current accountant isn't implementing.
3
We Create a Custom Plan
Within 10 days of our initial consultation, you receive a written tax strategy plan that outlines exactly how much you can save and what steps to take.
4
We Execute for You
We don't just hand you a plan. We implement it, coordinate with your other professionals, and provide year-round support to ensure results.
5
We Optimize Every Year
Tax laws change. Businesses grow. We meet quarterly to adjust your strategy and ensure you're always positioned to pay the minimum legal amount.
Why Business Owners Choose Us
Finally, someone who speaks my language.
Our bilingual team understands the cultural and business challenges facing Latino entrepreneurs in South Texas. We provide guidance that's relevant, clear, and tailored to your community.
They actually care about saving me money, not just filing paperwork.
Unlike traditional EAs who only look backward, we look forward. We help you plan your business decisions hiring, equipment purchases, expansions with tax implications in mind.
I saved more in taxes than I paid them in fees.
Our clients consistently save 5x to 10x more in taxes than they invest in our services. Strategic tax planning isn't an expense it's an investment that pays for itself many times over.
We are partnered with top notch companies worldwide.
Our Commitment to You
Transparency
No surprises. Clear pricing, clear communication, clear results.
Accessibility
Year-round support via phone, email, WhatsApp, and in-person meetings.
Compliance
Every strategy is 100% legal and IRS-approved.
Results
We're not satisfied unless you're saving significant money and building wealth.
Partnership
We succeed when you succeed. Your growth is our goal.
Visit Our Office
If you've worked with us before or found us through our previous website (onmservices.com), welcome back! We're still the same dedicated team you trust, but we've refined our focus and rebranded to better serve you.
Ready for a clearer tax strategy?
Visit O&M Tax & Business Advisory for help with taxes, bookkeeping, and more.
O&M Tax & Business Advisory is DBA O&M Services LLC
