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 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...

Scott Terry’s Annual Holiday Prayer

Well, Congress seems to have heard the cries of the huddled masses of SMB's around the country, and more PPP funding is (seemingly) on the way.Details aren't finalized yet as of this writing, so I will have more to say on these matters in future weeks.Even these early...

Scott Terry’s Three Simple Steps Towards a Better Business Budget

It's amazing -- and scary -- how many Houston Metro businesses operate without a true budget. Cash flow becomes their only barometer, and that often doesn't include an accurate picture of ongoing growth, or the health of a business.Look -- in addition to handling...

Scott Terry’s Annual Holiday Prayer

In this holiday season full of conflict and impeachment, I'm ever more encouraged to see outside of my own situation, and practice empathy for those around me.And as the years go along, I'm increasingly aware of how this holiday season is a time of joy for many, as...

Dealing With Angry Customers: A Plan For Houston Metro Business Owners

As I have been saying to some of my personal tax preparation clients in Houston Metro, I'm not sure that there is very much that I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time something...

Establishing Clear Pricing For Your Houston Metro Customers

Last week, we had a little "mid-year pep talk."After a good locker room session, it's good to enter Q3 and Q4 with a solid gameplan. And a solid gameplan, of course, means good plays.As it relates to your Houston Metro business, we're talking about the actual...

Five Tips To Build A Healthy Company Culture by Scott Terry

Like many Houston Metro business owners, you probably set some goals for 2020.So ... hmmm ... how are you doing on those?Based on data collected by Statistic Brain, 27.4 percent of people typically abandon their resolutions within a week. Within two weeks of January...

Scott Terry’s Reasons for Gratitude for 2020

With all of the insanity of 2020, it seems a bit crazy (and a bit of a relief, to be frank) that we now find ourselves in Thanksgiving week in Houston Metro.I have some thoughts, which are perhaps a bit more meditative than normal, because of how this holiday works...

5 Effective Marketing Tips For Your Houston Metro Small Business

Have you noticed that traditional styles of advertising are getting more and more stale? That's because the online world has torn down so many different barriers that we don't realize how much has changed, until we take a look at the real numbers. And across many...

Lemonade Stands And A New Selling Strategy For Houston Metro Businesses

We're turning the corner into the holidays, and it's a massive selling opportunity for your Houston Metro business ... if you use it.But I'm not referring merely to holiday promotions. Those are almost to be expected at this point.What I have for you today is a story...

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!