Best Practice Series
Featuring our annual advisory, basic, and premier packages
Kramr CPA & Advisors, PC offers three distinct packages that we call our “Best Practices Series,” which offers —Advisory Services, Basic Plan, and Premier Plan.
Our Best Practice Series was developed to provide businesses and individuals with all of the tools and information necessary to run properly and effectively. A description of each follows.
Best Practice Series—Advisory Services
This series offered by Kramr CPA & Advisors is a comprehensive system developed to address all tax planning needs in an advisory role. It consists of three essential components:
Base-Level Best Practices – This foundational tier covers the essentials of running a business, including compliance, operations and documentation, cash flow planning, and income/expense strategies, supported by introductory individual and business advisory and basic retirement planning guidance.
Additional Best Practices – This tier expands into more advanced topics such as independent contractor vs. employee classification, rental property operations, and social security strategies, along with deeper individual and business advisory and enhanced retirement planning.
Custom Best Practices – For unique or complex situations, we provide tailored individual and business advisory and advanced retirement planning solutions. This may involve multi-month planning and collaboration with trusted third-party professionals when needed.
Best Practice Series—Basic & Premier Plan
Kramr CPA & Advisors’ Best Practice Series—Maintenance Services offers two levels of support—Basic and Premier—each designed to provide the essential tax compliance services needed in today’s business environment. Both plans allow our team to manage the full scope of your annual tax filings, relieving you of the burden of navigating complex requirements so you can remain focused on your core priorities with confidence.
Each plan includes an organized and efficient process for preparing your federal, state, and individual tax returns. This framework integrates seamlessly with any advisory or planning work we perform throughout the year, ensuring that compliance and strategy work together to support not only your required filings but also your long-term financial outcomes.
The Basic Plan
Includes the preparation of your 2025 S-Corporation Income Tax Return, 2026 Texas Franchise/Public Information Report, and 2025 Individual Income Tax Return. It also provides general tax support, extension payment calculations, and up to two meetings—one for document drop-off and one for tax return review.
The Premier Plan
Includes everything in the Basic Plan, with expanded access to our team through four meetings annually. In addition to the drop-off and tax return review meetings, the Premier Plan provides two dedicated tax-planning meetings to evaluate your financials, review projections, update strategies, and ensure you are optimizing tax opportunities throughout the year. This allows for a deeper level of oversight, planning, and year-round support.
Together, these options provide a flexible framework that allows clients to choose the level of annual compliance and advisory integration that best aligns with their goals—all while benefiting from a streamlined, proactive, and fully supported tax process.
For more information about Kramr CPA & Advisors PC’s Annual Maintenance Programs—Best Practice Series:
Please call us at (281) 469-6600 or send an e-mail to Contact@KramrCPAs.com