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.

Have You Been Thinking Too Small For Your Houston Metro Business In 2019?

Yes, I'm talking about the US Women's National Team's second half in Lyon on Sunday, defeating the Dutch with a strong second half and bringing home their 4th World Cup Championship.And no, I'm NOT talking about the US Men's National Team's second half in Chicago...

Evaluating Your Houston Metro Company’s Marketing ROI

I put a lot of effort into going beyond being a simple tax/accounting advisor for my Houston Metro clients, and I'm grateful to those who send back comments, who forward these on to their associates and, of course, for the many referrals that my clients and contacts...

Business Succession Planning Essentials by Scott Terry

The final quarter is a great time to take a look at where things have gone for your Houston Metro business, and that's perhaps an obvious point. But now (before the holidays really hit), it might also be an even better time to take stock of where you are headed LONG...

Three Tips On How To Succeed as an Entrepreneurial Business Owner in Houston Metro

Now that TY2017 is behind us, it is time to turn our greedy eyes towards the savings possible for you and your Houston Metro business in the "new" tax code under the Tax Cuts and Jobs Act of 2017. And there are many ways to save with these new regulations. One of the...

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...

Brand Leverage: How to Maximize your Houston Metro Small Business’ Strengths

Some nice news from the oh-so-kind people at the IRS. Shoot, I probably should have told you this sooner, so you could EAT BETTER.The "meals" deduction is back!Per the guidance released earlier this month, we can once again deduct MEALS for business. (Entertainment is...

Here’s What Happens When You Use A Penetration Pricing Strategy For Your Houston Metro Company

As we all watched radar images from Hurricane Florence last week, and we all benefited from modern scientific pre-knowledge of these sort of events, I thought about what it would be like to have had no warning whatsoever about that kind of storm. Even 100 years ago,...

The Pareto Principle And Your Houston Metro Company’s Work Cycle

Slogging through the summer, and with the weather still hot, it can be real tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...

Should You Buy A Building For Your Houston Metro Business?

Every week, we advise our clients about how to handle their Houston Metro businesses, and particularly their finances. It's a big part of what we do around here, and many don't even realize how much we're willing and able to help. (And that's fine, because we are...

What Is The Proper Role Of A Houston Metro Small Business Owner?

Firstly, I gotta say -- we're past the midpoint of October, and, well ... the calendar is speeding up.Sure, looking back from an historical perspective might still enable us to find some deductions. But by the time the end of the year hits, it'll be too late to fix...

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!