Every capability the firm offers is measured against one question: did it bring the client more clarity, more confidence, or a better decision? If not, it doesn't belong on this page.
These five practice areas are the heart of the firm — the work Austin businesses and nonprofits most often hire us to lead.
Year-round tax strategy for Austin businesses — so every operational move is made with the tax picture clearly in view, not as an afterthought in April.
Owner, executive, and individual returns prepared by a CPA — coordinated with the business return so nothing falls between the cracks.
Deeper, project-based tax strategy for the decisions that shape years of returns — entity changes, transactions, succession, real estate moves.
IRS and state correspondence, examinations, and notices — handled by a CPA who has seen this before, so you don't have to face it alone.
Quarterly recalculations based on real numbers — so April never brings a balance no one was expecting and the IRS never charges a penalty no one had to pay.
Most Austin clients eventually grow into work that touches several of these areas. Bundling them under one firm means no handoffs, no gaps, and one relationship that knows the whole picture.
Monthly close, reconciliations, and reports leadership can act on.
Cloud accounting infrastructure tuned to your operations.
Senior financial leadership — without the full-time hire.
Forward-looking visibility so you act early, not react late.
Annual budgets and multi-year financial roadmaps.
Reliable payroll runs, filings, and year-end paperwork.
Vendor 1099s handled accurately and on time.
Texas sales tax and multi-jurisdiction filings.
Annual franchise tax reports for Texas entities.
Entity setup, EIN, and the right foundation from day one.
Quarterly reviews and the strategic conversations that matter.
Restricted funds, grant accounting, and mission-aligned reporting.
Federal nonprofit returns prepared with care and accuracy.
Get audit-ready and stay that way — for nonprofits and businesses.
Clear monthly and quarterly packages for boards and EDs.
Multi-year planning for ownership transitions and exits.
Diligence, structuring, and post-close coordination.
Tax strategy for investors, owners, and operators.
SEP, SIMPLE, Solo-K, and 401(k) plan strategy.
Nexus, apportionment, and out-of-state filings.
The firm has spent three decades inside the rhythms of Austin's most active sectors — and built specialized depth in each one.
Monday Rufus & Co. is intentionally not a high-volume firm. We take on a limited number of new engagements each year so the work stays personal, the advisory stays strategic, and response times stay fast.
Our best fit: Austin businesses and nonprofits who want a long-term financial partner — not a once-a-year filer. If that sounds like your organization, we'd like to talk.
