At Felicific Solutions, we deliver tailored tax preparation services for a diverse range of business structures—LLCs, LLPs, LPs, partnerships, S-corporations, C-corporations, and sole proprietorships. Our team is also adept at assisting individuals and nonprofit organizations, ensuring every client’s needs are met with precision.

Our tax preparation services ensure meticulous compliance with both federal and state regulations, providing peace of mind through electronic filing for rapid processing. Additionally, Felicific Solutions stands apart by partnering with trust officers and estate planning attorneys. This allows us to handle complex tax filings for trusts and estates, including preparing Form 1041 and Form 706 for income reporting, ensuring every detail is managed with expertise.

Our tax planning services transcend simple compliance by focusing on reducing your tax liabilities effectively. With an in-depth review of your financial history, previous tax returns, and future financial objectives, we identify actionable strategies to minimize your tax obligations.

Felicific Solutions has extensive experience in crafting tax-saving plans tailored to individual income and estate tax planning needs. For those aiming to optimize education funding, we offer strategies that emphasize tax efficiency. Moreover, for organizations with ongoing compliance concerns, we provide comprehensive oversight tools to ensure sustained adherence to tax regulations.

Encompassing a broad spectrum of offerings, our bookkeeping and accounting services cover essential aspects like general ledger management and accrual accounting. We support businesses in Houston by structuring their finances for tax compliance and handling payroll services that streamline operations and enhance compliance.

Our services also extend to bank reconciliation and preparing financial statements, allowing businesses to maintain close oversight of their financial transactions while also gaining insight into their overall fiscal health.

Review Services

Through our review services, we scrutinize your financial reporting at an elevated level to provide credible assurance regarding its accuracy. While not as exhaustive as an audit, a review identifies significant discrepancies and ensures compliance with Generally Accepted Accounting Principles (GAAP).

Compilation Services

In a compilation, Felicific Solutions organizes your financial data into structured statements, serving as a foundational resource for further examination. Although less comprehensive than a review or audit, a compilation is an economical option that satisfies the need for professionally prepared statements.

Auditing Services

Our audit services offer a rigorous examination of financial data, designed to furnish you with a robust assurance of accuracy. Beyond regulatory needs, audits serve as a proactive measure for businesses anticipating scrutiny by regulatory bodies. We conduct audits for a variety of requirements, including financial statements, homeowner associations, and employee benefit plans, fortifying your organization against potential financial pitfalls.

To empower your decision-making with clarity, Felicific Solutions provides comprehensive financial analysis services. From financial statement analysis for both businesses and individuals to budget analysis, benchmarking, and cash flow management, our expertise ensures that every financial decision is backed by accurate data.

Whether you’re navigating daily operations or planning for future growth, Felicific Solutions is committed to advancing your financial well-being.

Payment Allocation: Meticulous allocation of payments to correct accounts.

EOB Processing: Detailed review and posting of Explanation of Benefits for accuracy.

Account Reconciliation: Ensuring that all accounts align with incoming funds.

Adjustment Posting: Correcting account entries to maintain financial accuracy.

Batch Posting: Efficiently posting multiple payments for streamlined processing.

Daily Balancing: Maintaining daily balance sheets to ensure financial accuracy.

Reporting: Providing insightful reports that offer a clear view of financial status.

Monitoring AR: Diligent tracking of outstanding balances to maintain healthy cash flow.

Follow-Up: Proactively pursuing overdue payments to reduce aging accounts.

Collections: Strategic collection efforts to recover pending dues.

Aging Reports: Detailed aging reports that aid in identifying problem areas.

Denial Management Services: Swift action on denied claims to secure revenue.

Denial Analysis: Investigating claim denials to prevent future rejections.

Root Cause Identification: Pinpointing denial reasons to refine processes.

Appeals Management: Effectively managing appeals to maximize revenue recovery.

Focusing on patient obligations post-insurance processing, these services ensure patient payments are handled with clarity and care.

Clear Communication: Transparent communication to clarify patient responsibilities.

Upfront Collection: Collecting co-pays and deductibles upfront to streamline billing.

Billing Statements: Sending precise statements that facilitate timely payments.

Payment Plans: Offering flexible payment options tailored to patient needs.

Patient Follow-Up: Ensuring continued communication for pending balances.

Online Payment Portal: User-friendly portal allowing patients to pay conveniently.

Financial Counseling: Guiding patients through financial options to alleviate stress.

Customer Service: Friendly and accessible support for any payment inquiries.

Automated Reminders: Proactive reminders that help patients stay on track with payments.