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Creative Resources Family Office

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Tax Preparation Services
Creative Resources Family OfficeAustin, TX

Additional Information

Creative Resources is a multi-division financial services firm offering integrated financial solutions across three specialized platforms: investment management, insurance and financial planning, and family office services for clients ranging from everyday investors to high-net-worth families.

CFARegistered Investment AdvisorInsurance AgentTax Attorney

Specializes in

Customized portfolio managementHigh-net-worth wealth managementFamily office servicesTax mitigation planningRisk assessment and mitigationAthlete financial services

Services

Fee-based portfolio managementRetirement planningWealth strategyLife insuranceDisability coverageAnnuity solutionsBusiness protection strategiesEstate planningTax mitigationGenerational wealth strategies+1 more

Additional information extracted from the firm's public website. Last updated: September 11, 2026

Contact Information

Phone: (325) 656-0024

Website: https://www.criadvisors.com

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Frequently Asked Questions

How much does a bookkeeper cost in Austin?

Freelance bookkeepers: $25–$50/hour. Professional bookkeeping firms: $40–$80/hour. Monthly packages for small businesses: $300–$800/month depending on transaction volume. Payroll add-on: $50–$150/month. Year-end prep: $500–$1,500 one-time. Always ask what's included.

What's the difference between a bookkeeper and an accountant?

Bookkeepers handle daily financial records: data entry, reconciliation, invoicing, payroll. Accountants provide higher-level services: tax strategy, financial statements, CRA audits, business advice. Most small businesses need a bookkeeper year-round and an accountant for tax season.

When should I hire a bookkeeper?

Hire a bookkeeper when: you're spending 5+ hours/month on books, you've missed a tax deadline, your records are behind, you're hiring employees (payroll), or your business revenue exceeds $50K. The cost of a bookkeeper is almost always less than the cost of mistakes.

Do bookkeepers need certification?

No certification is legally required, but look for CPB (Certified Professional Bookkeeper) from the Canadian Institute of Bookkeeping, or QuickBooks ProAdvisor / Xero Certified. These demonstrate training and competency. Always ask about their experience with businesses like yours.

Can a bookkeeper do my taxes?

Bookkeepers can prepare and file simple tax returns (T1, T2, HST/GST). For complex tax situations — corporate restructuring, tax planning, CRA audits, international tax — you need a CPA. Many bookkeepers partner with accountants and can coordinate your year-end seamlessly.