Protecting Your Business, Safeguarding Your Finances
You don’t need more spreadsheets—you need a strategy that makes sense.
At Protectus Tax, we help entrepreneurs cut through financial chaos with simple systems, expert tax prep, and strategic advisory services. Whether you're drowning in receipts, haven't reconciled your accounts, or dreading tax season, we’ll bring order to the mess—so you can focus on growth, not guesswork. With clear guidance and real-world insight, we protect what you're building and help you move forward with confidence.
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Financial Advisory Services
Strategic Guidance for Financial Growth
We go beyond the numbers. Our financial advisory services provide actionable insights, cash flow forecasting, and quarterly financial health reviews to guide your business towards sustainable growth.
Key Highlights:
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Strategic Financial Advisory Calls
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Business Health Reviews
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Cash Flow Forecasting
At Protectus Tax, our name carries purpose.
Derived from the Latin word "protegere," meaning "to protect," our mission is to shield your business from financial risks with proactive strategies, precise bookkeeping, and transparent communication.
Whether you're launching a startup, managing a growing enterprise, or navigating complex financial challenges, we're here to simplify your finances, provide clarity, and empower your success.
Your business deserves more than just numbers on a spreadsheet—it deserves a trusted financial partner.
What We Do for You
Our Core Services
Bookkeeping Services
Streamlined, Accurate, and Reliable Financial Records
From transaction categorization to monthly financial statements, we handle the details so you can focus on growing your business. Whether you're a solopreneur or managing a team, we ensure your books are balanced, accurate, and ready for tax season.
Key Highlights:
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Transaction Entry & Categorization
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Bank Reconciliation
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Monthly Financial Statements
Tax Preparation Services
Minimize Stress, Maximize Returns
Tax season doesn't have to be overwhelming. At Protectus Tax, we prepare and file your taxes with precision, ensuring compliance while identifying opportunities to optimize your financial outcomes.
Key Highlights:
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Individual & Business Tax Returns
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Year-End Financial Preparation
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Audit Assistance
WHY US?
Why Choose Protectus Tax?
✅ Transparent Pricing
No hidden fees, just clear, predictable pricing for every service.
✅ Expert Financial Guidance
Work with experienced professionals who understand the unique challenges of entrepreneurs and small businesses.
✅ Personalized Solutions
Tailored strategies that align with your business goals and financial needs.
✅ Commitment to Protection
True to our name, we proactively shield your finances from risks and oversights.
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Can you help with past bookkeeping clean-up or IRS issues?Absolutely. Whether you’re behind on your books or facing IRS challenges, we specialize in catch-up bookkeeping, tax resolution, and getting you back on track fast.
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What bookkeeping services do you offer for small businesses?We provide transaction categorization, bank and credit card reconciliation, and monthly financial reports designed to give small business owners clarity and peace of mind.
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Do I really need a bookkeeping service every month?Yes—especially if you’re trying to grow. Monthly bookkeeping gives you real-time visibility into your business, helps you make smart decisions, and prevents chaos when tax season hits.
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Do you only work with businesses in Texas?No—we serve clients nationwide. While we’re based in the Austin/Georgetown area, our clients span across states like Tennessee, Utah, and beyond.
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Do you offer financial advice or just bookkeeping?Yes—our Premier Package includes strategic advisory services. We’ll help you interpret your numbers, identify trends, and make smarter decisions to grow your business.