Bring clarity
to tax season.
Talk through your tax preparation and planning needs with CBY. Your engagement starts with understanding your situation.
CPA-led guidance / Small business focusClarity for your numbers.
Clarity for your numbers.
Confidence in
what comes next.
Tax, bookkeeping and advisory services for small businesses. A thoughtful approach to the details—so you can focus on the bigger picture.
25+ yearsExperience, per CBY’s profile
CPA-ledTax & business perspective
Katy, TXA small business focus
ILLUSTRATIVE OFFICE PHOTOGRAPHY / NOT CBY’S ACTUAL PREMISES
TAX SERVICES / BOOKKEEPING / BUSINESS ADVISORY
Built around your businessA clearer picture.
A clearer picture.
A more considered plan.
From the work behind the numbers to the decisions ahead, start with a conversation about what your business needs.
Bring clarity
Know where
your business stands.
Discuss ongoing bookkeeping support, record organization and a more consistent picture of your business finances.
Make the next
decision with context.
Have a business question or a changing situation? Start a conversation about advisory support suited to your goals.
Thoughtful service.
Clear next steps.CBY TAX SERVICES / INTERACTIVE CONCEPT
Clear next steps.CBY TAX SERVICES / INTERACTIVE CONCEPT
Your relationship with CBYFrom first conversation
From first conversation
to a clear path forward.
01
Tell us what you need.
Request a consultation and share your service interests, preferred time and business goals.
02
Get organized.
The client-portal concept brings your appointment, onboarding checklist and requested next steps together.
03
Stay informed.
View engagement progress, invoices and messages without searching through disconnected conversations.
Based in Katy, TexasGood guidance starts
Good guidance starts
with a conversation.
CBY’s supplied profile describes CPA-led tax, bookkeeping and advisory services, with 25+ years of experience.
CBY Tax Services, LLC
Let’s take the next step.
9550 Spring Green Blvd, Suite 408#232
Katy, TX 77494
Address supplied from CBY’s profile. Appointment arrangements confirmed by CBY.
A few helpful details
Before we get started.
How do I choose the right service?
Request a consultation and describe your needs. CBY would confirm the scope, fees and next steps for your situation.
Where would I send my documents?
A live build would connect document requests to CBY’s chosen secure document platform. This demo shows a sample checklist only and does not accept tax documents or private financial files.
Can I use the client portal?
You can explore a sample portal with an onboarding checklist, appointment details, engagement progress and simulated invoices. It uses sample data in your browser, without a live account or secure document connection.
Are appointments and payments real?
No. This is a sales demo. Requests, availability, invoice amounts, payments and notifications are illustrative. No service, payment or message is sent to CBY.