Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Time Management Software Choices for Houston Metro Businesses

Tax “season” is over – at least for most of us. For all of the tax-exempt organizations out there operating on a calendar year basis, just a little nudge regarding the May 16th filing deadline. We’re here to help.Now, however, despite the relief that comes with the...

How To Eliminate Bad Business Debt In Your Houston Metro Small Business

There's a bunch of "business" I need to communicate today, before I get to my discussion of your Houston Metro business debt. That's because the personal filing deadline is Tuesday, April 17th, and the majority of our Houston Metro business clients also have us handle...

All Things PPP For Businesses in Houston Metro

We are knee deep in tax forms with the 3/15 deadline looming for corps.On top of that, of course, Congress continues to throw new things our way. The House passed the "American Rescue Plan" and there are stimulus-ish things to pay attention to.One provision of note...

3 More Reasons Why More NW Houston Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from NW Houston who trust us with their most sensitive financial details -- and we don't take that...

Worker Classification Steps for Houston Metro Businesses in 2022

And the books turn over.As we step over the threshold into 2022, we're all staring at much lower numbers in our P/L's. It's a new slate, and the possibilities are endless.What will you do in 2022? That's the question of the hour ... and it has much less to do with...

Resilience And Houston Metro Business Growth

If you were a client of ours this tax season, you're probably feeling fine about your tax return.But on the chance that you were not ... we've helped many Houston Metro business owners "make the switch" over to us, year after year. I know that you may have established...

Scott Terry’s Tax Extension Breakdown

It's the final full week of tax season, and our office in NW Houston is hopping! But yes, I'm still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right around...

The Most Likely Reasons Why Small Businesses Fail In Houston Metro

It's always been hard-scrapping for small business owners in Houston Metro. We've all heard the old adage: At least 85% and maybe as high as 98% of new small businesses fail before they hit the five year mark. That rate may have been even higher over the past decade....

COVID-19 Updates For Houston Metro Business Owners

How are you holding up? If you haven't yet done so, please do shoot me a quick note to let me know how your Houston Metro business is managing.Depending on the situation, I have lots of ways to help ... some of which I'll give you details about today.I will continue...

A Big IRS Update For Houston Metro Businesses On Using The PPP Loan Funds

Well, if you were wise, you probably saw this coming.Turns out ... if you received a PPP loan, that the expenses you pay from the proceeds of this (forgivable) loan ... are not deductible for Houston Metro businesses.Ouch.The IRS just released new guidance to this end...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Let Us Help: