Expert Bookkeeping Services in the USA

Do what you do best and Leave the numbers to us

Financial Planning & Tax Office Inc. offers affordable bookkeeping services in the USA for small businesses and startups. Our goal is to help you with accounting so you can focus on growing your business. We will keep you informed, answer questions, and offer insight about your financial statement. Let’s jump on a discovery call to see if we would be a good fit for your business!

How It Works

Here's what to expect with our worry-free bookkeeping services in the USA.

1) THE SETUP

Clean Up Your Books!

In month 1 we’ll correct/clean up your books and organize them properly so they can be managed effectively & efficiently.

2) MONTHLY

Categorizing & Reconciling

As part of your ongoing bookkeeping, each month we categorize your transactions and reconcile your accounts, keeping your books always up to date.

3) END OF MONTH

Close Your Books

At the end of each month, we’ll close your books and confirm they’re accurate. Each month you’ll get a PDF copy of key financial reports, including your profit & loss statement and balance sheet.

Hey Texas Business Owners…

We want to make it easy for you to get started with professional bookkeeping.

Get 50% Off Your First Three Months of service.

Claim your 50% Off Voucher Here

Choose Us for the Best Bookkeeping Services

Struggling to find a reliable company for bookkeeping services in the USA? You don’t need to worry about Financial Planning & Tax Office Inc. by your side. Here’s why we are the best

  • Over 25 years of experience
  • Experienced team of advisors
  • Client-centric approach
  • Competitive quotation

So, what are you waiting for? Grab your phone now and give us a call to discuss your requirements. We are here to help you.

Customer Reviews

When I tell you this place is Beyond Awesome, the customer service was A+. Staff was knowledgeable, resourceful resources, and friendly. I just moved to Rosenberg, TX 6 months ago from Gautier, Mississippi and I needed someone GREAT to assist/help me with my taxes. Well, I found the right place at Financial Planning and Tax Office. Thank you, guys, for doing an Excellent Job 🙂

Being new transplants to Texas, we were clueless in the search for a knowledgeable and reputable tax preparer. We turned to our friend Google and saw high reviews! We knew that we had to schedule an appointment with Olu! Another plus was he was less than a 10-minute drive from our home!
When we met, we were greeted warmly and found him super engaging! Olu looked over our documents and quickly found additional deductions that we qualified for that we were not aware of. He is extremely knowledgeable and efficient. He answered our questions and explained the process and how the refund will be distributed. We highly recommend going here!

I have been going here for years and so have my parents. I always recommend this place to everyone. Lorine is so knowledgeable and helpful during tax season. She really simplifies things, so they are easy to understand. Plus, they are also able to do loans to help you out before your return gets here. I live in Pasadena but drive the hour down here because it’s worth it.

Olu really took the time and patience in helping me tonight on such short notice. Very knowledgeable, understanding, helpful, and professional. Thank you for your kind services and I will definitely be back next year for sure!

Best CPA/ Financial Planning firm out there! I was referred here by a good friend and Olu saved me more time and money than I thought was possible. Not only was Olu and his team savvy AND ethical, but they walked me through the process and educated me on how I can benefit each and every year. I can’t imagine going to any other CPA after what I learned from my 45 minute visit with Olu, and receiving the tax benefits that he uncovered for me. The process they have is super easy and the peace of mind they have given me is invaluable. If you don’t have a GREAT tax professional, Olu is your man!

The office in Rosenberg, TX is awesome! I won’t go to anyone else! He and his girls do the most. FPTO is who I trust! 8 years and they are still going strong!!

The team at FPTO has been taking care of my family for years. They are thorough, patient, and professional. We were able to complete my return virtually. I highly recommend!

I have been working with Olu and his staff for over 10 years and am very satisfied with the work that they do. Even after I moved away from Houston, I still use them! The process is smooth and simple!

I found Financial Planning when looking for a CPA to do my taxes and the staff are fantastic! They explained my taxes in terms that I could understand, without overwhelming me. I will definitely return to have future taxes done!

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