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.

How Money Works For Houston Metro Business Owners (Part 1)

Sometimes it feels like all we face is turmoil. And this feeling is not restricted to those Houston Metro businesses who survive "month-to-month". Even the best-capitalized among us can get trapped by the ever-increasing cycle of impending doom. This is especially...

2017 Year-End Tax Strategies for Houston Metro Business Owners With Tax Reform In Mind

The holidays are funny for Houston Metro business owners. And, I must tell you, especially so for tax professionals like me. Every year, Congress delivers updates to the tax code, seemingly at the very last minute, so my staff and I are often working over the holidays...

How Houston Metro Businesses Can Raise Prices Without Losing Customers

Are you watching your COGS these days?(I, ahem, hope you know what those letters stand for, because if not ... well, then we should DEFINITELY talk. 281-246-4420 )Has it gone up?You're probably not alone given what kind of signals the economy is sending these days.In...

Year-End Business Tax Strategy for Houston Metro SMB Owners

There are many of our clients for whom this time of year is like their version of the Super Bowl. Some Houston Metro businesses are earning 30-50% (or more) of their yearly revenue in this one month.Others ... well, this is a normal month -- except of course for all...

PPP Forgiveness Reminders For Houston Metro Businesses

Doing business in the summer of 2020 sure ain't easy.I have Houston Metro clients all over the spectrum -- some whose businesses are on their last legs because of social restrictions and lockdowns, some who are hanging steady, and some who have found ways to grow.Many...

The Infrastructure Act and Your Houston Metro Business

Blink, and we're already into December.Which also means… 2022 is right around the corner.Are you ready?The reason I put this so starkly is that you and I have less than 30 days left to make a tangible difference on your taxes (business or personal).For your business...

Tax and Financial Advice For Houston Metro Business Owners Impacted By COVID-19

No, this is NOT just another "here's what we're doing about COVID-19" message.The time for that was last week. Every brand and their brother sent out those messages, and they lost their usefulness -- right now, it's a marketplace expectation that we're all taking...

How To Manage Money For NW Houston Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

How To Digitize Your Business by Scott Terry

It seems as if the world is getting drenched in tech. It’s literally falling from the sky (we’re looking at you, rocket boosters).Because there is so much technology around us, it can be easy to become numb to it. We can quickly start to view it as just a “thing”...

Houston Metro Businesses: Here’s How to Deal with Negative Reviews

With all of the extra year-end bookkeeping and tax matters your business is trying to tackle right now, a social media storm is the last thing you need/want to deal with. But it's sadly the sort of thing that will not go away by itself. And how to deal with...

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!

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