KARME

Prepare accurate returns, identify potential tax savings, and plan ahead with personalized filing and compliance support.

Get professional support to understand tax problems, pursue suitable resolution options, and manage tax-authority communications.

Keep financial records organized, understand business performance, and access flexible accounting, bookkeeping, and payroll support.

Get business setup, planning, compliance, tax, and financial support to manage operations and focus on growth.

Coordinate financial goals, investments, retirement, taxes, and wealth decisions with guidance tailored to changing circumstances.

Combine tax software, professional training, and business guidance to launch or expand a tax preparation business.

Manage service interactions on the go with document uploads, appointment updates, advisor chat, and access to resources.

Get documents notarized and receive help making necessary copies.

Tax preparation and planning

KARME provides tax preparation, planning, and compliance support for individuals and businesses, including federal, state, corporate, and multi-state filings. Services include amendments, prior-year and deduction reviews, estimated tax planning, S and C corporation services, and guidance on tax strategies and filing requirements. Clients can share documents securely online, drop them off at an office, or work with the team virtually.

• File Accurate Tax Returns
  Get professional preparation and filing support for personal, business, corporate, state, and multi-state returns.
• Plan Ahead For Tax Obligations
  Use personalized guidance to inform financial decisions, prepare for obligations, and consider tax strategies throughout the year.
• Identify Potential Tax Savings
  Review prior filings and business records for deductions, credits, and refund opportunities, and determine whether an amended return may be needed.
• Meet Tax Filing Requirements
  Get guidance on filing obligations, deadlines, and reporting requirements to help maintain organized and compliant tax filings.
• Correct Previously Filed Returns
  Address missing or corrected information after filing with help reviewing changes and managing the amendment process.
• Manage Estimated Tax Payments
  Use updated financial information to plan estimated payments and track deadlines throughout the year.
• Organize Corporate Financial Records
  Access bookkeeping, payroll, and reporting support to maintain financial records and address ongoing business needs.
• Share Records Securely And Conveniently
  Choose secure online document sharing, office drop-off, or virtual service options.

Tax resolution

KARME helps individuals and businesses address IRS and state tax problems, including unpaid balances, unfiled returns, audits, penalties, and collection actions. Licensed tax professionals review account records, develop a personalized resolution plan, and handle communication and negotiations with tax authorities. Depending on eligibility, options may include installment agreements, an Offer in Compromise, Currently Not Collectible status, or penalty abatement. Clients work with a dedicated advocate and receive a clear timeline and service fee.

• Review Your Tax Account
  Examine tax records, outstanding balances, compliance areas, and collection details before selecting a resolution strategy.
• Choose A Tailored Resolution Path
  Receive a strategy matched to your circumstances, with applicable options and an estimated timeline explained.
• Delegate Tax Authority Communications
  Have a tax professional communicate and negotiate with federal tax authorities on your behalf.
• Address Returns And Collection Actions
  Get support addressing missing returns, liens, levies, or garnishments through a resolution strategy.
• Pursue Suitable Relief Options
  Have eligibility reviewed and pursue an applicable payment arrangement or relief request based on your circumstances.
• Respond To Tax Notices
  Get help understanding notices, inquiries, and audit communications and preparing appropriate responses.
• Work With A Dedicated Advocate
  Maintain contact with a professional who coordinates your case and explains the service plan, timeline, and fee.

KARME Accounting Services

KARME provides accounting, bookkeeping, and payroll support for businesses and individuals in Texas and across the USA, remotely or in person. Services include transaction management, reconciliations, financial reporting, accounts payable and receivable, payroll processing and reporting, tax preparation support, QuickBooks assistance, and catch-up bookkeeping. Businesses can access outsourced support from day-to-day accounting to month-end close, forecasting, and financial guidance. Services can be tailored to business needs and industry, with secure online document sharing and offices in McKinney and Dallas.

Category: Accounting Services

• Keep Books Accurate And Current
  Regular recording, categorization, and cleanup help keep financial records organized and ready for reporting and tax preparation.
• Align Accounts And Find Discrepancies
  Matching recorded activity to statements helps identify mismatches and maintain reliable financial information.
• Understand Financial Performance
  Organized reports and forecasts help business owners review performance, monitor cash flow, and make informed decisions.
• Scale Support Without Hiring In-House
  Select accounting support according to transaction volume and reporting needs without building a full in-house accounting team.
• Manage Payroll And Related Records
  Payroll processing, reporting, and recordkeeping help organize employee payments and related filing requirements.
• Prepare Records For Tax Compliance
  Organized financial records and accounting support help businesses prepare for tax filing and address reporting requirements.
• Set Up And Improve Accounting Software
  Setup, cleanup, and training help businesses use accounting software to manage records and support reporting.
• Match Accounting To Your Industry
  Industry-focused processes address different financial records and reporting needs, including trust accounts, property activity, inventory, project costs, and nonprofit funds.
• Track Bills And Customer Payments
  Organized tracking helps businesses monitor amounts owed and amounts due.
• Work Remotely Or In Person
  Secure online document access and virtual support are available alongside in-person service.

Business Solutions and Consulting Services

KARME supports Texas entrepreneurs, startups, small businesses, and established companies with business formation and termination, strategic planning, one-on-one mentoring, registered agent services, accounting, payroll, and business tax services. The team helps select a business structure, complete required state filings, discuss business goals, and manage financial and compliance needs. Clients can work in person or online and securely share documents.

• Establish Your Business
  Get guidance on business structure and assistance with formation filings and relevant setup steps.
• Plan Your Next Steps
  Discuss business goals and questions with a professional to explore strategies suited to your needs.
• Manage Notices And State Requirements
  Use registered agent support for a business address, state representation, notices, and compliance deadlines.
• Organize Business Finances
  Manage financial records and payroll tasks with bookkeeping, accounting, reporting, and filing support.
• Plan And Address Business Tax Needs
  Get business tax preparation, planning, amendments, and resolution assistance for relevant entity types and tax matters.
• Close Your Business Properly
  Receive help completing the Texas filings required to dissolve a business.
• Share Documents Securely
  Use a secure personal folder, office drop-off, or online service options to share business records.

KARME Financial Planning Services

KARME provides personalized financial planning and wealth guidance for individuals, families, and businesses. Advisors assess income, expenses, savings, debts, retirement accounts, taxes, investments, assets, and goals, then create practical recommendations for budgeting, saving, investing, tax efficiency, retirement income, asset positioning, risk management, estate planning, and wealth transfer. Guidance can adapt as circumstances and goals change. Clients can get started online, meet in person, or schedule a call.

• Turn Your Goals Into Action
  Get practical next steps that connect financial choices with priorities and longer-term objectives.
• Understand Your Financial Picture
  See how income, expenses, savings, debts, taxes, investments, assets, and goals fit together as a basis for financial decisions.
• Plan With Tax Efficiency In Mind
  Consider your tax position and financial risks as part of a coordinated strategy for long-term goals and asset preservation.
• Plan For Retirement Income
  Coordinate retirement savings, expected income, and timing to develop a clearer picture of future finances.
• Save Toward Financial Goals
  Align spending and savings strategies with priorities and future milestones.
• Align Investments With Your Goals
  Use investment and asset-positioning guidance to connect choices with your financial objectives and timeline.
• Prepare And Protect Your Financial Legacy
  Consider potential risks, estate needs, and wealth transfer as part of a broader financial strategy.
• Keep Your Plan Aligned As Needs Change
  Revisit and adjust your plan as your goals and circumstances evolve.

KARME Tax Pro Solutions

KARME Tax Pro Solutions combines CrossLink tax preparation software, tax training, and business support for entrepreneurs starting a tax office and independent preparers ready to expand. The offering includes cloud-based software with return preparation, error correction, OCR-powered imports, remote e-signatures, and multi-office management; IRS- and CTEC-approved courses in English and Spanish; optional Enrolled Agent exam preparation through Gleim; and guidance for launching or growing a tax business.

• Prepare And Manage Returns Efficiently
  Use cloud software with return preparation, error correction, OCR imports, remote e-signatures, and multi-office management.
• Build Tax Preparation Skills
  Develop tax preparation knowledge through beginner and continuing professional education options.
• Plan And Launch Your Tax Business
  Get guidance for planning a tax business, setting goals, and developing business strategies.
• Choose A Path To Ownership
  Consider different ways to enter or expand in the tax business, including opening a location, purchasing a franchise, or converting an existing business.
• Prepare For Enrolled Agent Exams
  Access structured exam preparation through Gleim as an optional step toward an Enrolled Agent credential.
• Develop Affiliate Revenue Opportunities
  Participate in KARME’s affiliate program, which the company says is designed to create opportunities and residual income.

KARME mobile app

The KARME mobile app helps clients manage financial-service interactions on the go. Clients can securely upload tax documents, track appointment updates, chat with a financial advisor, and access resources anytime. The app is available for download on the App Store and Google Play.

• Upload Tax Documents Securely
  Share tax documents securely through the app while away from your computer.
• Chat With Your Advisor
  Communicate with your financial advisor through the app.
• Track Appointment Updates
  Keep track of appointment updates through the mobile app.
• Access Resources Anytime
  Reach KARME resources through the app whenever and wherever needed.

KARME Notary Public Services

KARME provides notary public services for clients who need documents notarized and helps make necessary copies after notarization.

• Notarize Your Documents
  Have documents notarized through KARME’s professional notary public service.
• Make Necessary Copies
  Get help making necessary copies of documents after notarization.