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.

Eight Simple Ways To Add Sales Growth To Your Houston Metro Business

More guidance came to us last week from the IRS, and this last round is pretty meaty, as it relates to the 20% deduction for "Qualified Business Income" for passthrough entities. And, as a reminder, Congress passed these tax changes, but it's up to the IRS to...

Delayed Gratification: Staying Focused to Get Ahead (Later) in NW Houston

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

How Houston Metro Business Owners Can Win The Day Through Micro Tasks

It's April. And that means, well -- it's PROCRASTINATION season.Our phones are ringing off the hook, and our inboxes are clogged with Houston Metro people who are looking for tax help. Fortunately, our business owner clients (usually) are a little more ahead of the...

Marketing Tips for Small Business Owners in Houston Metro

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...

Houston Metro Small Business Debt Collection

How are things going for you? Is there something we can do to help your business during this final quarter of 2017? Do let me know. One nice way to make your quarter better is to get an infusion of cash. However, this is too often a rare occurrence. Too many Houston...

Four Tips For NW Houston Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in NW Houston into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in NW Houston who are paying attention (because let's...

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...

A 12-Point Financial Health Check For NW Houston Families And Individuals

We are now fully engaged in our tax "off season" here in NW Houston. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes...

3 Important Questions For Houston Metro Small Business Owners To Answer In 2018

Now that we are into the first full work week of 2018, how are you feeling about your direction? We're here, and we're in your corner. I'd love a note from you about what you are hoping to accomplish during this year, and how we can be a resource to you as you do. As...

Everything You Need To Know About Tax Records For Houston Metro Businesses

Tax season is over.Just like the North Pole elves in the Will Ferrell classic, Elf, perhaps your team could use a brief moment of celebration before getting back to work?Although it's a relief now, remember that tax season isn't a one-time occasion. The decisions you...

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!