# Darshi Kasotia CPA, PLLC > Boutique CPA firm based in Sugar Land, TX, serving small-to-mid-size businesses across Greater Houston (Sugar Land, Houston, Katy, Missouri City, Stafford, Richmond) with year-round tax strategy, bookkeeping, payroll, outsourced CFO, and business formation services. Licensed CPA practice led by Darshi Kasotia, CPA. Certified Xero Advisor, QuickBooks ProAdvisor, and Zoho Books Partner. Contact: (832) 532-3000 | darshi.kasotia@houstontxcpa.com Hours: Monday–Friday, 8:00 AM – 5:00 PM CT Primary Location: Sugar Land, TX | Service Area: Greater Houston Metro --- ## Key Pages - [Home](https://www.houstontxcpa.com/): Overview of firm mission, services, and value proposition for Houston-area small businesses. - [About Us](https://www.houstontxcpa.com/about-us/): Background on Darshi Kasotia CPA, PLLC — credentials, experience, and client focus. - [All Services](https://www.houstontxcpa.com/services/): Full listing of accounting, tax, and advisory services offered. - [Contact Us](https://www.houstontxcpa.com/contact-us/): Phone, email, and consultation request form. - [Insights / Blog](https://www.houstontxcpa.com/insights/): Tax tips, accounting guidance, and business finance articles for Houston small business owners. - [Testimonials](https://www.houstontxcpa.com/testimonials/): Client reviews and a 4.8-star rating from Houston-area businesses and individuals. --- ## Services - [Bookkeeping](https://www.houstontxcpa.com/services/bookkeeping/): Monthly reconciliations, cloud accounting setup (Xero, QuickBooks, Zoho Books), catch-up and clean-up bookkeeping for small businesses. - [Tax Preparation & Planning](https://www.houstontxcpa.com/services/taxes/): Business and individual tax returns, quarterly tax planning, IRS representation. Year-round strategy — not just April filing. - [Payroll](https://www.houstontxcpa.com/services/payroll/): Full-service payroll processing, tax filings, W-2s and 1099s, direct deposit, and employee portal access. - [Outsourced CFO](https://www.houstontxcpa.com/services/outsourced-cfo/): Cash flow forecasting, KPI dashboards, strategic planning and budgeting — a finance leader without the full-time cost. - [New Business Formation](https://www.houstontxcpa.com/services/new-business-formation/): LLC, S-Corp, and C-Corp setup; EIN and state registrations; entity selection guidance for startups. - [Xero Setup & Training](https://www.houstontxcpa.com/services/xero/): Xero migration from QuickBooks, custom chart of accounts, team training, and ongoing Xero support. - [Trust & Estate CPA Services](https://www.houstontxcpa.com/services/trust-estate-cpa/): Trust and estate tax preparation, Form 1041 filing, fiduciary accounting, and beneficiary K-1 support for executors and trustees. --- ## Service Locations - [Sugar Land](https://www.houstontxcpa.com/locations/sugar-land-tx-cpa/): Home office (HQ) — tax planning for high-income professionals, multi-property real estate investors, medical practices, and consultants, with Fort Bend County expertise. - [Houston](https://www.houstontxcpa.com/locations/houston-small-business-cpa/): Greater Houston area — specialized accounting for diverse business types, multi-location operations, real estate, and startups. - [Katy](https://www.houstontxcpa.com/locations/katy-tx-cpa/): Franchise and multi-location expertise, retail bookkeeping, restaurant accounting, and real estate investor tax planning. - [Stafford](https://www.houstontxcpa.com/locations/stafford-tx-cpa/): Manufacturing and logistics accounting, equipment depreciation, service business deductions, and multi-site operations. - [Missouri City](https://www.houstontxcpa.com/locations/missouri-city-tx-cpa/): Startup accounting and formation, service business tax strategy, S-Corp election, and business scaling. - [Richmond](https://www.houstontxcpa.com/locations/richmond-tx-cpa/): Contractor and trades expertise, home-based business accounting, LLC formation, and Fort Bend County compliance. --- ## Insights & Articles - [Leftover 529 Money? You Can Now Roll It Into a Roth IRA (Texas Guide)](https://www.houstontxcpa.com/insights/529-to-roth-ira-rollover-texas/): How the SECURE 2.0 rule lets families move up to $35,000 of unused 529 funds into a Roth IRA tax-free, the 15-year and earned-income rules, and why Texas families skip the state recapture trap. - [Hobby or Business? How the IRS Decides (And Why Incorporating Doesn't Fix It)](https://www.houstontxcpa.com/insights/hobby-vs-business-irs-texas/): How the IRS uses its nine factors and the three-of-five profit presumption to decide if your activity is a hobby or a real business, what that means for your deductions, and why forming an LLC or corporation won't save a hobby loss. - [Retirement Accounts for Business Owners: Solo 401(k), SEP, and Touching the Money Early](https://www.houstontxcpa.com/insights/solo-401k-vs-sep-ira-texas/): Solo 401(k) vs. SEP IRA for Texas business owners, covering 2026 contribution limits, how your entity type changes the math, and the penalty-free early-access rules. - [Stop Typing Receipts: Document Automation Inside Xero](https://www.houstontxcpa.com/insights/xero-receipt-capture-automation/): How Xero's built-in receipt capture (Hubdoc, now Smart Document Capture) reads your bills and receipts, files them as draft transactions with the original attached, and what it still leaves you to review. - [HSAs for Business Owners: The Triple Tax Break Most Owners Skip](https://www.houstontxcpa.com/insights/hsa-tax-benefits-business-owners-texas/): The HSA triple tax advantage, the 2026 contribution limits, and the S-Corp 2% shareholder trap that changes how business owners actually claim the deduction. - [Hiring Employees? The Payroll Rules You Can't Skip (Texas Employer's Guide)](https://www.houstontxcpa.com/insights/employer-payroll-tax-rules-texas/): The federal payroll rules that kick in once you have employees, from the I-9 and W-4 new-hire forms to the 2026 FICA and FUTA numbers, plus what Texas employers still owe the Texas Workforce Commission. - [Is It Time to Outsource Your Payroll? Warning Signs for Texas Business Owners](https://www.houstontxcpa.com/insights/when-to-outsource-payroll-texas/): The warning signs that payroll has outgrown your desk, from pay-period changes and out-of-state hires to the 50-employee ACA line, and what switching providers actually involves. - [Your Payroll Provider Doesn't "Handle Everything": Payroll Tax Compliance for Texas Employers](https://www.houstontxcpa.com/insights/payroll-tax-compliance-texas/): Why outsourcing payroll transfers the work but not the tax liability, what Texas employers stay responsible for, and how to protect yourself through EFTPS checks if a provider fails. - [The Home Office Deduction in 2026: Who Actually Qualifies (Texas Edition)](https://www.houstontxcpa.com/insights/home-office-deduction-2026-texas/): Who qualifies for the 2026 home office deduction, the simplified vs. actual expense methods with a worked example, and the accountable-plan route for S-Corp owners. - [Form 1041 vs. Form 706: Two Estate & Trust Returns People Confuse](https://www.houstontxcpa.com/insights/form-1041-vs-form-706-texas/): The difference between the estate income tax return (Form 1041) and the federal estate tax return (Form 706), which one a Texas executor owes, and whether either is required at all. - [Charitable Donations and Deductions: What Texas Taxpayers Should Track in 2026](https://www.houstontxcpa.com/insights/charitable-donations-deductions-texas/): What records to keep for charitable donations, the new 2026 deduction for taxpayers who don't itemize, and how the rules work for Texas taxpayers and business owners. - [What Xero's New AI Features Mean for Your Texas Small Business (Xerocon London 2026)](https://www.houstontxcpa.com/insights/xero-xerocon-2026-ai-features-texas/): A Xero Certified Advisor's honest read on the JAX and AI features Xero announced at Xerocon London, what's useful for a Texas business now, and what's UK-only. - [Grantor vs. Non-Grantor Trust: Who Actually Pays the Tax?](https://www.houstontxcpa.com/insights/grantor-vs-non-grantor-trust-texas/): How to tell whether a trust is taxed to the person who created it on their 1040 or files its own Form 1041, and who actually owes the tax. - [You Just Became a Successor Trustee in Texas: Your First-Year Tax To-Do List](https://www.houstontxcpa.com/insights/successor-trustee-tax-checklist-texas/): A new Texas successor trustee's first-year tax to-do list, from getting the trust's EIN to the Form 1041 and estate-tax deadlines that start at the date of death. - [Do I Need to File Form 1041? Trust Tax Basics for Texas Families](https://www.houstontxcpa.com/insights/trust-taxes-texas-form-1041/): When a Texas trust must file Form 1041, why trusts hit the top bracket so fast, and how distributing income to beneficiaries lowers the bill. - [Xero Payroll for Texas S-Corps](https://www.houstontxcpa.com/insights/xero-s-corp-payroll-houston/): How to set up owner W-2 payroll correctly for a Texas S-Corp in Xero, using Gusto. - [The Complete Tech Stack for 1099 Contractors](https://www.houstontxcpa.com/insights/tech-stack-1099-contractors/): The Xero-based accounting tech stack for 1099 contractors and self-employed professionals. - [Xero vs QuickBooks for Texas Small Businesses](https://www.houstontxcpa.com/insights/xero-vs-quickbooks-texas-small-business/): An honest CPA comparison of Xero vs QuickBooks — pricing, features, and Texas payroll. - [2027 Tax Changes Every Texas Small Business Should Plan For](https://www.houstontxcpa.com/insights/2027-tax-changes-small-business-texas/): What the post-2025 TCJA expiration means for Texas small businesses, and how to prepare. - [Should Your Sugar Land LLC Elect S-Corp Status?](https://www.houstontxcpa.com/insights/s-corp-election-sugar-land-tx/): A CPA's honest framework for when an S-Corp election makes sense. - [The Monthly Bookkeeping Checklist for Houston Businesses](https://www.houstontxcpa.com/insights/monthly-bookkeeping-checklist-houston/): The 12-point monthly close checklist every Houston business owner needs. - [Texas Payroll 101 (2026)](https://www.houstontxcpa.com/insights/texas-payroll-small-business-2026/): TWC reporting, federal deposit schedules, and Texas payroll compliance basics. - [How a 13-Week Cash Flow Forecast Changed One Business](https://www.houstontxcpa.com/insights/cash-flow-forecast-sugar-land-restaurant/): A Sugar Land case study on using a 13-week cash flow model. - [LLC vs. S-Corp in Texas (With Numbers)](https://www.houstontxcpa.com/insights/llc-vs-s-corp-texas-with-numbers/): The real self-employment tax savings and total annual cost difference, run with numbers. - [Starting a Business in Texas: 7 Steps](https://www.houstontxcpa.com/insights/start-business-texas-7-steps/): The legal and tax decisions to make before opening a business in Texas. - [Switching from QuickBooks to Xero](https://www.houstontxcpa.com/insights/quickbooks-to-xero-migration-guide/): What to expect during a QuickBooks-to-Xero migration, step by step. - [Year-End Tax Checklist for Houston (2026)](https://www.houstontxcpa.com/insights/year-end-tax-checklist-houston-2026/): The year-end tax moves Houston small businesses should make before December 31. - [How to Actually Read Your Profit & Loss Statement](https://www.houstontxcpa.com/insights/how-to-read-profit-loss-statement/): What gross margin, operating expenses, and the key P&L lines really tell you. --- ## Who We Serve Small-to-mid-size businesses in Greater Houston including LLCs, S-Corps, C-Corps, sole proprietors, and multi-location operators across industries. Clients include startups, established small businesses, real estate investors, and self-employed professionals in Sugar Land, Houston, Katy, Missouri City, Stafford, and Richmond, TX. --- ## What Makes This Firm Different - Year-round proactive tax strategy — not a once-a-year filing service - Direct access to Darshi Kasotia, CPA — clients are not passed to junior staff - Cloud-first workflow: secure document sharing, e-signatures, real-time dashboards - Fixed, transparent pricing — no surprise billing - Deep knowledge of Greater Houston business landscape and Texas tax nuances - Trusted by 100+ business owners across the Houston metro area --- ## Pricing Machine-readable pricing for all services is available at: - [/pricing.md](https://www.houstontxcpa.com/pricing.md) Pricing is transparent and publicly listed for all six service lines. Flexible engagement models available — project-based, monthly retainer, or hourly. Fixed fees for common services (tax prep, business formation). --- ## Credentials & Affiliations - Licensed CPA — State of Texas - Xero Certified Advisor - QuickBooks ProAdvisor - Zoho Books Partner - Member, Fort Bend Regional Partnership (chamber of commerce) — [member listing](https://fortbendregionalpartnership.growthzoneapp.com/member-directory/Details/business-directory-info-4879991)