Entity selection designed around your income, risk, and long-term goals. LLCs, S-Corps, C-Corps - done right from day one.
Accurate monthly bookkeeping so your financial decisions are always backed by clean, real-time data not year-end guesswork.
A customized, IRS-compliant tax plan built before tax season — not during it. Quarterly sessions, mid-year projections, year-round implementation.
Business and personal tax filing based on a plan — done carefully, completely, and correctly. No surprises. No scrambling.
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.
An Enrolled Agent (EA) is a federally licensed tax practitioner who has demonstrated technical expertise in taxation directly to the IRS. Unlike standard tax preparers, EAs are granted unrestricted rights to represent taxpayers before the IRS. At O&M Tax & Business Advisory, our EA status means you get elite-level tax compliance, deeper strategic insights, and an expert advocate in your corner.
Tax preparation is reactive—it looks backward at the previous year to file your forms. Proactive tax planning is forward-looking. We work with you throughout the year to legally structure your business, maximize deductions, and implement advanced strategies before December 31st arrives, saving you thousands of dollars you might otherwise leave on the table.
Yes! Our Business Formation service doesn’t just file the paperwork; we analyze your specific revenue goals, liability risks, and industry to recommend the optimal structure. For instance, we frequently help eligible LLCs transition into S-Corporations to significantly reduce self-employment taxes.
Doing your own bookkeeping takes you away from growing your business and frequently leads to missed deductions, costly errors, and messy financial records. Our professional bookkeeping keeps your business IRS-ready, provides you with clean monthly financial statements, and gives you the exact metrics you need to make profitable business decisions.
Absolutely. We specialize in unfiled tax returns and back-tax resolution. We will pull your IRS transcripts, accurately reconstruct your past financial years, file the missing returns, and work to minimize any potential penalties or setup IRS installment agreements if needed.
Yes! While we love serving our local community in Edinburg, McAllen, Mission, and Harlingen, our firm utilizes secure, cloud-based client portals and digital signatures. This allows us to seamlessly provide tax strategy, entity formation, and bookkeeping services to entrepreneurs all across Texas and the United States.
We provide comprehensive business advisory across a wide array of industries, with deep expertise in real estate investors, construction contractors, medical professionals, professional services (agencies, consultants), and e-commerce/retail business owners.
Getting started is simple. Schedule an initial discovery call on our Contact Page. We will review your current tax and financial situation, identify immediate opportunities for savings, and recommend a tailored service package that fits your business needs.
4414 S. Raul Longoria Rd., Suite B, Edinburg, TX 78542