Year-round tax strategy and accounting services for Texas small business owners and high net worth individuals

  • Deductions Found:

    $18,500

  • Retirement Contribution Maximized:

    $61,000

  • Payroll Processed:

    12 employees

  • Profit Margin:

    32%

  • Video Explanation:

    Ready to View

  • Cash Balance:

    $127,450

  • Books Reconciled:

    247 transactions

  • Annual Revenue:

    $428K

  • Deductions Found:

    $18,500

  • Retirement Contribution Maximized:

    $61,000

  • Payroll Processed:

    12 employees

  • Profit Margin:

    32%

  • Video Explanation:

    Ready to View

  • Cash Balance:

    $127,450

  • Books Reconciled:

    247 transactions

  • Annual Revenue:

    $428K

  • Deductions Found:

    $18,500

  • Retirement Contribution Maximized:

    $61,000

  • Payroll Processed:

    12 employees

  • Profit Margin:

    32%

  • Video Explanation:

    Ready to View

  • Cash Balance:

    $127,450

  • Books Reconciled:

    247 transactions

  • Annual Revenue:

    $428K

Three Ways We Work Together

Choose the level of support that fits your needs. From basic tax prep to full accounting service.

Compliance

Annual tax preparation with year-round access

Collaboration

Year-round collaboration with proactive planning

concierge

White glove service with a hands-off approach

Why Graf Tax

  • Save on taxes with strategic planning

  • Year-Round Support when you need it

  • Video Explanations to understand every decision on your return

Video

What Our Clients Say

Hi, I'm Logan

Taxes and bookkeeping don't have to be complicated. I help business owners understand their numbers without the confusing accounting speak.

Whether you're navigating stock options or planning a major business purchase, I break it down so you can make informed decisions.

I've built my practice around using modern technology and staying accessible year-round. When you work with me, you're not just getting a CPA who shows up once a year.

I also create content for YouTube and lead a community for accounting firm owners, which keeps me on the cutting edge of what actually works in this industry. As an Austin-based CPA, I specialize in helping small business owners and high income earners navigate complex tax situations.

Our Services

From basic tax prep to full accounting support, we handle the numbers so you can focus on growing your business.

01

Tax Preparation

We prepare accurate tax returns for businesses and individuals with stock options. Every return includes a video explanation breaking down your taxes in plain English so you actually understand what happened.

02

Tax Planning

We provide tax planning for small business owners and high income earners throughout the year, helping you plan major purchases, stock option exercises, and business decisions to avoid surprises and save money.

03

Bookkeeping

We provide monthly bookkeeping for businesses using modern software that makes your life easier. Get clear financial reports so you always know where you stand.

04

Business Accounting Services

We become your accounting department so you can stay focused on what you do best. This includes payroll processing, financial reporting, and cash flow management.

How We Work Together

STEP 1

Discovery Call

We'll discuss your situation and find the right service level for you.

STEP 2

Get Connected

Simple setup with technology that actually makes your life easier.

STEP 3

Ongoing Partnership

Year-round support with regular check-ins and clear explanations.

STEP 1

Discovery Call

We'll discuss your situation and find the right service level for you.

STEP 2

Get Connected

Simple setup with technology that actually makes your life easier.

STEP 3

Ongoing Partnership

Year-round support with regular check-ins and clear explanations.

STEP 1

Discovery Call

We'll discuss your situation and find the right service level for you.

STEP 2

Get Connected

Simple setup with technology that actually makes your life easier.

STEP 3

Ongoing Partnership

Year-round support with regular check-ins and clear explanations.

Pick The Service Level That Works For You

Service levels for businesses and individuals. Extra services for businesses: Monthly bookkeeping & payroll assistance.

Compliance +

Annual tax preparation and filing for business owners who need it done right.

Tax return preparation

Video walkthrough

Year-round support

IRS notice assistance

Newsletter subscription

Compliance +

Annual tax preparation and filing for business owners who need it done right.

Tax return preparation

Video walkthrough

Year-round support

IRS notice assistance

Newsletter subscription

Compliance +

Annual tax preparation and filing for business owners who need it done right.

Tax return preparation

Video walkthrough

Year-round support

IRS notice assistance

Newsletter subscription

Collaboration

Year-round CPA relationship with proactive planning and ongoing support.

Everything in Compliance +

Tax & strategy planning meeting

Priority response

Collaboration

Year-round CPA relationship with proactive planning and ongoing support.

Everything in Compliance +

Tax & strategy planning meeting

Priority response

Collaboration

Year-round CPA relationship with proactive planning and ongoing support.

Everything in Compliance +

Tax & strategy planning meeting

Priority response

Concierge

Complete accounting solution for business owners who want hands-off financial management.

Everything in Collaboration

Quarterly estimates

Mutliple planning meetings

Compliance +

Annual tax preparation and filing for business owners who need it done right.

Tax return preparation

Video walkthrough

Year-round support

IRS notice assistance

Newsletter subscription

Concierge

Complete accounting solution for business owners who want hands-off financial management.

Everything in Collaboration

Quarterly estimates

Mutliple planning meetings

Our average fee for individual tax returns is $2,000 and $2,500 for S-Corps/Partnerships

Frequently Asked Questions

Frequently Asked Questions

How are you different from other CPAs & Tax Preparers?

I focus on education and clear communication. Every tax return comes with a video explanation, and I'm available year-round, not just during tax season.

What's included in the video walkthrough?

I walk through your entire tax return, explain the decisions I made, highlight any planning opportunities, and answer questions about your specific situation.

Do you work with clients outside of Texas?

No, I only work with clients in Texas. This allows me to stay up-to-date on state-specific tax laws and provide the best service possible.

How do you handle stock options and complex situations?

I specialize in helping people navigate RSUs, ESPPs, ISOs, and other stock compensation. I'll help you understand the tax implications before you make decisions.

What happens during our initial consultation?

We'll discuss your situation, tax concerns, and goals. I'll answer any quick tax questions you have and explain how I work. Then we'll determine if my services are a good fit for your needs.

Do you only work with businesses and stock option situations?

No, we also work with those who have rental properties.

What types of businesses do you work with?

I specialize in service-based businesses and companies in the film and video production industry. These are areas where I have deep experience navigating the unique tax situations that come up.

How are you different from other CPAs & Tax Preparers?

I focus on education and clear communication. Every tax return comes with a video explanation, and I'm available year-round, not just during tax season.

What's included in the video walkthrough?

I walk through your entire tax return, explain the decisions I made, highlight any planning opportunities, and answer questions about your specific situation.

Do you work with clients outside of Texas?

No, I only work with clients in Texas. This allows me to stay up-to-date on state-specific tax laws and provide the best service possible.

How do you handle stock options and complex situations?

I specialize in helping people navigate RSUs, ESPPs, ISOs, and other stock compensation. I'll help you understand the tax implications before you make decisions.

What happens during our initial consultation?

We'll discuss your situation, tax concerns, and goals. I'll answer any quick tax questions you have and explain how I work. Then we'll determine if my services are a good fit for your needs.

Do you only work with businesses and stock option situations?

No, we also work with those who have rental properties.

What types of businesses do you work with?

I specialize in service-based businesses and companies in the film and video production industry. These are areas where I have deep experience navigating the unique tax situations that come up.

How are you different from other CPAs & Tax Preparers?

I focus on education and clear communication. Every tax return comes with a video explanation, and I'm available year-round, not just during tax season.

What's included in the video walkthrough?

I walk through your entire tax return, explain the decisions I made, highlight any planning opportunities, and answer questions about your specific situation.

Do you work with clients outside of Texas?

No, I only work with clients in Texas. This allows me to stay up-to-date on state-specific tax laws and provide the best service possible.

How do you handle stock options and complex situations?

I specialize in helping people navigate RSUs, ESPPs, ISOs, and other stock compensation. I'll help you understand the tax implications before you make decisions.

What happens during our initial consultation?

We'll discuss your situation, tax concerns, and goals. I'll answer any quick tax questions you have and explain how I work. Then we'll determine if my services are a good fit for your needs.

Do you only work with businesses and stock option situations?

No, we also work with those who have rental properties.

What types of businesses do you work with?

I specialize in service-based businesses and companies in the film and video production industry. These are areas where I have deep experience navigating the unique tax situations that come up.

Let's See If We're a Good Fit

Stop guessing about your tax situation and making financial decisions in the dark. Work with a CPA who breaks things down clearly and stays with you all year.