GIBSON Tax & Accounting, CPA, PLLC
(713) 396-3366 Schedule a Consultation
Services

Seven service lines, each published in named tiers — and every engagement scoped in writing before the work begins.

Flagship service Small Business Accounting Ongoing books, reporting, and CPA oversight — in published tiers. See the packages →

For your taxes

For your books

For your statements & strategy

Who we serve

Clients in Houston and across the country, working with us entirely online — secure portal, video consultations, electronic signatures.

Individuals & FamiliesReturns, planning, and projections — federal and multi-state Small Business OwnersService-based businesses and contractors included Real Estate InvestorsDepreciation, passive activity, entity reporting High-Net-Worth ClientsPass-through and real-estate income, coordinated year-round Nonprofit OrganizationsPreparations, compilations, reviews, and audits

From the firm

Plan ahead

Interactive

Every answer ends at the same door — a consultation, then a written proposal.

Schedule a Consultation
Credentials

A CPA practice stands on its credential. Ours is published, specific, and verifiable — each certification can be checked in the credential wallet.

Verify The Credly Credential Wallet Jonathan L. Gibson, CPA — badges held with Intuit, on the public record. Open the wallet →

The credential

QuickBooks certifications

The firm

Reach us

Schedule a Consultation A fit conversation first — then a written proposal. Contact Brief questions, or the background on your situation. Call (713) 396-3366 For brief questions and initial fit discussions.
Client Portal Your secure portal opens with your engagement — document collection, e-signatures, and organizers inside.
Gibson Tax & Accounting, CPA, PLLC · Houston, Texas — serving clients nationwide

Confidence and Clarity in Every Financial Decision.

Tax, accounting, assurance, and advisory from a CPA firm that publishes its whole system: seven service lines in named tiers, assurance engagements most firms don’t offer — and every engagement scoped in writing before the work begins.

Schedule a Consultation See the packages
  • CPA-led practice
  • Houston-based · Remote, nationwide
  • 7 published service lines
  • Written scope before work begins
The Assurance Arm

The Right Level of Assurance

When a lender, a board, or a grantor asks for your financial statements, the request names a level — preparation, compilation, review, audit, or a CPA letter. Each level means something specific, and we offer all five. Sort the requests below onto the levels they belong on; the answer key is our published Common Uses for each one.

The Foundational Service

Start with clean books.

Every engagement stands on your records — so the first one fixes them. Our QuickBooks Cleanup Service is a one-time engagement designed to reconcile accounts, correct inconsistencies, and establish a clean, reliable foundation. It is the starting point before ongoing bookkeeping, advisory, or tax filing begins.

  1. Step 1ReconcileEvery account brought current and tied out.
  2. Step 2CorrectInconsistencies found, fixed, and explained.
  3. Step 3Clean FoundationRecords you — and we — can build on.
The Package System

Seven service lines, published as packages.

Most firms list services. We publish a system: each line below is a defined package in three named tiers, so you can see where your situation fits before we ever talk. Final scope and pricing are always defined in a written proposal — the tiers are the map, the proposal is the contract.

For your taxes

Individual & Family Tax Services

Accurate tax return preparation and strategic planning for your household — federal and multi-state returns, projections, and IRS matters handled inside one engagement.

  • Federal & Multi-State Tax Returns (Form 1040)
  • Tax Planning & Projections
  • IRS Compliance & Representation
  • Investment & Estimated Tax Support
Published tiers
  1. Tier 1Core Individual
  2. Tier 2Complex Individual & Family
  3. Tier 3High-Net-Worth Individual

Business Tax Services

Business return preparation for partnerships, S-corporations, and LLCs — with the book-to-tax reconciliation handled by the same firm that keeps your books.

  • Business Returns (Forms 1065 / 1120S)
  • K-1 Preparation & Reporting
  • Book-to-Tax Reconciliation
  • Compliance & Filing Coordination
Published tiers
  1. Tier 1Core Business Tax Filing
  2. Tier 2Enhanced Business Tax Filing
  3. Tier 3Complex Business Tax Filing

Real Estate Investor Tax Services

Rental income, depreciation, and passive activity rules, coordinated with your entities and your transaction timing — from a first property to a growing portfolio.

  • Rental Income & Depreciation
  • Passive Activity Rules
  • Entity Reporting
  • Acquisitions, Dispositions & Timing
Published tiers
  1. Tier 1Single Property Investor
  2. Tier 2Multi-Property Investor
  3. Tier 3Advanced Real Estate Advisory

For your books

Small Business Accounting

Monthly bookkeeping, financial reporting, and accounting system management in QuickBooks Online — ongoing accounting support with CPA oversight.

  • Monthly Bookkeeping
  • Financial Reporting
  • Accounting System Management (QuickBooks Online)
  • Ongoing Accounting Support
Published tiers
  1. Tier 1Essential Accounting
  2. Tier 2Growth Accounting
  3. Tier 3Strategic Accounting & Advisory

Behind on your books?

Ongoing accounting starts from a clean foundation. The QuickBooks Cleanup Service reconciles and corrects your records first — then your tier begins.

Start with clean books →

For your statements & strategy

Financial Statement Reviews & Compilations

Financial statements for the lenders, investors, boards, and grantors who rely on them — prepared, compiled, or reviewed at the level your third party requires.

  • Financial Statement Preparations
  • Compilations
  • Reviews (Limited Assurance)

Engagement-scoped The level is set by what your third party requires — sort it in the schedule above.

Assurance & Attestation

The assurance arm most tax shops cannot offer: nonprofit engagements at every level, and CPA letters written for mortgage lenders.

  • Nonprofit Preparations, Compilations, Reviews & Audits
  • CPA Letters for Mortgage Lenders

Engagement-scoped The level is set by what your third party requires — sort it in the schedule above.

Strategic Tax Planning & Advisory

Strategic tax planning, scenario and impact analysis, and ongoing advisory support — a year-round engagement, run as a process: discovery, analysis, implementation, monitoring.

  • Strategic Tax Planning
  • Scenario & Impact Analysis
  • Ongoing Advisory Support
Published tiers
  1. Tier 1Complex Tax Coordination
  2. Tier 2Strategic Advisory Engagement
  3. Tier 3Long-Term Planning & Oversight

Final service scope, pricing, and deliverables are defined through written proposals and engagement agreements.

The Add-On Shelf

Scoped additions, when life happens mid-year.

A notice arrives. A filing is missed. A second state appears. The shelf below is part of the published system — each addition is scoped and priced separately, in writing, before it begins.

Tax & Regulatory

  • Tax Extension Filing
  • IRS & State Notice Handling
  • Amended Return Preparation
  • Multi-State Tax Support

Accounting & Bookkeeping

  • QuickBooks Cleanup / Catch-Up
  • Chart of Accounts Optimization
  • Monthly Close Acceleration

Payroll & Compliance

  • Payroll Setup & Coordination
  • Sales & Use Tax Compliance
  • 1099 Preparation & Filing

Planning & Strategy

  • Tax Planning Projects
  • Personal & Business Tax Coordination
  • Cash Flow & Profitability Analysis
  • Budgeting & Forecasting

Strategic & Transactional

  • New Business Setup Support
  • Growth & Exit Readiness Support
  • Entity Structure Review

Owner-Focused

  • Owner Compensation Review
The Process

How working together begins.

Three steps, in the open. The consultation is a fit conversation first — we would rather tell you we are not the right firm than scope the wrong engagement.

  1. Clause 01

    Consultation

    A fit discussion: your situation, your questions, and an honest read on whether our system fits your needs.

  2. Clause 02

    Overview

    We walk you through the services and the process, so you see exactly how an engagement runs before anything is proposed.

  3. Clause 03

    Proposal & Engagement

    Your scope, pricing, and deliverables, defined in a written proposal and engagement agreement. Work begins only after you have signed.

Our approach
  • Clear ScopeDefined in writing, before work begins.
  • Structured ProcessThe same disciplined path, every engagement.
  • Professional CareA CPA reads your file — not a queue.
Meet Your CPA

One CPA. One written scope.

Gibson Tax & Accounting is the practice of Jonathan L. Gibson, CPA — one licensed CPA, a published package system, and a simple standard: every engagement is scoped intentionally, in writing, before the work begins. When you hire the firm, you know exactly whose credential stands behind your file.

His commitment to the profession started early: in the Master of Professional Accountancy (MPAC) program at the University of Houston–Downtown, he served as President of the TXCPA Houston Student Auxiliary and was featured in the Member Spotlight of TXCPA Houston’s FORUM Magazine in 2022. The same standard runs the practice today — clarity, structure, and disciplined execution.

And because the practice is fully remote, that standard travels: secure document collection through our digital portal, virtual consultations, and electronic signatures, for clients in Houston and across the country.

Schedule a Consultation Call (713) 396-3366
Questions, Answered Straight

Before you ask.

Do you work with clients outside Texas?

Yes. We are based in Houston and serve clients nationwide. Everything runs remotely — secure document collection through our digital portal, virtual consultations, electronic signatures, and nationwide e-file — so your engagement works the same from any state.

How does an engagement start?

With a consultation: a fit discussion about your situation and your questions. From there, we give you an overview of the services and the process, then define your scope, pricing, and deliverables in a written proposal and engagement agreement. Work begins only under that written scope.

How are fees set?

By the engagement, not by a price list. Final service scope, pricing, and deliverables are defined through written proposals and engagement agreements — you know exactly what is included and what it costs before any work begins.

My lender, board, or grantor needs financial statements. Which engagement do I need?

It depends on what they are asking for. A preparation presents your financial information using the records you provide. A compilation assembles statements from management’s records with no assurance expressed — the level for internal reporting and basic third-party reporting. A review adds analytical procedures and inquiries and provides limited assurance — the level lenders, boards, and investors typically ask for. And a grant may require an audit of your nonprofit’s financial statements. Sort your request in The Right Level of Assurance above, or ask us — we will scope the right level in writing.

My QuickBooks are behind. Where do we start?

With cleanup. Our QuickBooks Cleanup Service is a one-time engagement designed to reconcile accounts, correct inconsistencies, and establish a clean, reliable foundation — so ongoing bookkeeping, advisory, and tax filing can begin from records you can trust.

Do you offer investment or wealth management services?

No. Our advisory work is tax and business advisory: strategic planning, scenario and impact analysis, and ongoing coordination around your tax position. Advisory services are consultative in nature and do not guarantee specific outcomes.

Begin

Begin with a conversation.
Continue with a written scope.

Tell us what you are being asked for — a return, a set of statements, a cleaner set of books — and we will scope the right engagement in writing before any work begins.

Schedule a Consultation Call (713) 396-3366

Prefer email? [email protected] · Houston, Texas · Serving clients nationwide