Business Owners Doing $1M+ Per Year

If You Own A Houston Company Doing $1M+ A Year, We'll Save You At Least $100K In Taxes This Year, Or You Don't Pay

A tax preparer reports your year after it's over, but we plan it before December 31st, while the numbers can still change.

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The Firm Behind The Offer

200+
Houston businesses our firm serves
15+
years of Charlene's experience in public practice
10+
years Chris Burres has worked with our firm
16
chapters in Charlene's tax planning book for business owners

Is This You?

Who Is This For?

Who This Is For:

  • Your Houston company brings in $1M or more a year, and it runs as an LLC, an S corp or several entities.
  • Your returns go in accurate and on time, yet no one has ever planned your taxes with you before a year ended.
  • Revenue goes up every year, yet what's left after payroll, rent and the tax bill doesn't feel like a $1M company.
  • You only find out what you owe once the year is over, when the number can't move anymore.
  • Your books live in QuickBooks with a bookkeeper or in-house staff, and you want them current enough to plan from.
  • You'd rather have one team cover the planning, the books, payroll and your returns than juggle several firms.
  • You want every move explained in plain words before anything goes on your return.

This Is Not For:

  • Employees and investors who don't own an operating company.
  • Companies still under $1M in yearly revenue.
  • Businesses that only want a return filed each spring.
  • Anyone hunting for a tax hack the law doesn't back up.
  • Owners who won't share complete and accurate records with us.

100% Done-For-You

Here's Everything We Do For You

How Charlene and her team plan your year, put each move in place and keep the work on track.

We Start With A Full Diagnosis

We go through your finances and tax exposure and check three things: whether your entity structure still fits, whether you get every deduction, and where your taxes run higher than they need to.

We Bring Your Books Current

Our bookkeepers and QuickBooks ProAdvisors bring your books up to date first, so the plan starts from where your company actually stands this year.

We Fix Structure And Owner Pay

Charlene meets with you as your Certified Tax Coach to look at whether your entity type still makes sense for your company today and how your pay splits between salary and distributions.

We Put Each Strategy In Place

We pick the moves that fit your numbers, like a retirement plan the company funds or the R&D credit if your work qualifies, and our CPAs and bookkeepers put each one in place for you.

We Refine The Plan Monthly

As the year moves, we refine the plan every month and close any gaps, then prepare your returns ourselves, so nothing gets dropped at filing time.

We Handle Payroll And Compliance

We run your payroll and payroll taxes, track your filing deadlines, TWC and 941 reports and franchise status, and if an IRS letter arrives, we help you resolve it.

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On The Record

Does It Actually Work?

“
When I started my business, we used a CPA from a referral and it cost us dearly. I met Charlene at a BNI meeting and hired her company to clean up the mess and get us back on track, which she and her team have done phenomenally. I have referred her to other business owners including one in my own family and will continue to do so.
RQ
Russell Quinn
Founder/President, Quinn Technology Solutions
“
You guys are the best! Thank you for your help this tax season. This year I know you guys felt the same "normal" stress... but knowing you guys were there for me, made my tax season much less stressful. This is on top of how you already help my company!!
CB
Chris Burres
CEO of eWebResults
“
I don't have 50 things to do in the day, Charlene gives me everything I need to do to be successful and to not get in trouble with the IRS in just 30 minutes. She breaks it down so well in my language...
SC
Snehee Chaplot
CEO, The Food Shop
“
Thank you Charlene! You always take such good care of me.
JE
Joanne Ericksen
Attorney at Law, The Ericksen Law Firm PLLC

Still On The Fence?

Frequently Asked Questions

Can I keep the CPA I already have?+
Yes, if that's what you want. Tell Charlene about the relationship when you talk, and we'll work out a setup that suits you. We also prepare business and personal returns, so if you'd rather one team handled the planning and the filing, we can do both.
My CPA files on time. Why isn't that enough?+
Filing a return and planning a year are two different jobs. A tax preparer takes the year that already happened and tells you what you owe, and by then almost every decision that could change the number is locked. A tax strategist works with you before the books close, on your structure, your pay, your purchases and your retirement plan.
Is this legal? What happens if the IRS looks at it?+
Yes. Before she opened XQ CPA, Charlene spent years in business auditing, including fraud investigations, with stops at KPMG and PricewaterhouseCoopers, so she looks at every strategy the way an examiner would. The moves we use are incentives the law puts there on purpose, and before any of them goes in, we look for anything that could draw a question from the IRS and deal with it first.
Isn't a bigger tax bill just part of growing?+
Partly, but it doesn't have to grow as fast as it does. Charlene is Profit First Certified, and she asks owners to judge the year by how much of every dollar ends up as profit, not by revenue. Taxes are usually the biggest cost cutting into that profit, and a lot of the bill depends on choices made before the year closes.
Can my 2026 tax bill still come down?+
Yes, as long as you act before the year ends. December 31st closes the window on most of these moves for 2026, and every week that passes takes a few of them off the list. You'll see what you saved on your 2026 return.
What does working with XQ CPA cost?+
We don't publish a set price for this work. Charlene will go over the fee with you on the strategy call. And if we don't save you at least $100,000 in taxes this year, you don't pay.
What should I bring to the strategy call?+
Your 2025 business return, plus your personal one, since the business income usually flows onto it, and this year's P&L so far exported from QuickBooks (rough is fine). If a partner or your spouse shares the big financial decisions, bring them along so you only have this conversation once.
Where are you, and who do you work with?+
Our office is at 11511 Katy Freeway in Houston, and we work with businesses across the city and surrounding areas, from the Galleria and Downtown to Katy, The Woodlands and Sugar Land. Our clients range from tech and marketing agencies to a food manufacturer, dental specialists and a law firm.
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One Last Step

Want To Know What Your Company Can Still Save Before December 31st?

Charlene starts with your company and what this year looks like so far, then how your books and returns are handled today and the year-end moves that fit your numbers. If it makes sense to work together, you'll hear exactly how her team puts them in place.

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Any client results described on this page are not a guarantee of future results. Every tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.