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.

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...

Tracking Your Key Business Metrics For Your Houston Metro Company

Oh, you thought that since March Madness is over that I wouldn't shoehorn another metaphor? You thought wrongly.I'm here with some ideas for how you and your Houston Metro business should be "keeping score" today. (See what I did there? ... um ... because in sports...

Should I Extend Credit To My Houston Metro Customers?

Before I get into the slippery slope I'm referring to in the title of this post, how are things for you these days? How's business going?I'd love to hear an update on your business ... so click the email button in the upper-right of the site here, and send me a note...

A Checklist For Houston Metro Business Owners’ For 2020 Personal Income Taxes

So, last week I ran through the (rather incredible) selection of NEW and/or extended tax credits available for Houston Metro business owners.That's just the tip of the iceberg though.But this is the great thing about working with business owners in tax strategy ... we...

Scott Terry’s Tips for How to Raise Your Prices Properly

Did you hear the news from last week’s inflation report?Consumer prices increased more than 5% between May 2020 and May 2021.Given the Federal Reserve’s 2% inflation target, that’s a pretty steep increase.Have you taken a look at your own cost of doing business...

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....

For The Sake of Your Houston Metro Business, Don’t Navigate This Extended Tax Season Alone

...don't navigate this season alone.The more we learn about the nuances of PPP forgiveness, EIDL regulations, the Employee Retention credit (an alternative, payroll-tax-specific way to save cash for your Houston Metro business) ... well, the more that we discover that...

Business Bank Account Basics for Houston Metro Business Owners

Have you been able to keep your mind clear? Have you kept your time-limited output and attention focused on your Houston Metro business? I hate to repeat myself, but this is so critical during these globally anxious days. Your business, your team – your FAMILY –...

Why Should Houston Metro Businesses Care About FASB and GAAP?

Yes, inflation isn't slowing down, even here in Houston Metro.Though it's not the main thing I'll be writing about today, I did want to point out this economic elephant in the room for my Harris County business owner readers and clients, and not just speed...

Optimizing Productive Time for You and Your Houston Metro Team

How many times have you started work early -- and the next thing you knew it was 4PM ... and your instant reaction was: I haven't made any progress today on my most important stuff ?If you're like the rest of us: quite a few times -- and maybe "most of the...

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!

Learn More