For individuals facing the daunting task of filing both federal and state income tax returns, I provide comprehensive assistance. I begin by gathering all necessary financial information through a detailed questionnaire, ensuring a thorough understanding of your unique situation. My expertise allows me to navigate complex tax laws and identify potential deductions and credits, maximizing your return. Throughout the process, I remain available for any questions or clarifications, aiming to make your tax filing experience as smooth and beneficial as possible.

Small business owners often find tax season particularly challenging, given the intricacies of federal and state tax regulations. My service in this domain starts with an in-depth review of your business's financial records. I then work diligently to prepare accurate and compliant tax returns, taking into account all relevant business deductions and tax credits. My goal is to minimize your tax liability while ensuring full compliance with tax laws. I also offer advice on best financial practices for small businesses to optimize their tax positions for future years.

For businesses operating in Texas, the preparation of franchise reports is a critical and complex task. I specialize in this area, beginning with a detailed analysis of your business’s annualized revenue. This allows me to accurately calculate the franchise tax owed, in line with Texas state regulations. I guide you through the entire process, from document preparation to final submission, ensuring your business meets all state compliance requirements. Additionally, I provide strategic advice on how to efficiently manage your tax obligations in the context of Texas’s specific business tax structure.

A non-filer is any client who is required to file a tax return and hasn’t filed in two or more years. I will have you fill out a basic information sheet so I can prepare a power of attorney for tax purposes and can then submit to the IRS.  From there I will be able to run a compliance check (find out what returns are required to be filed) and be able to pull any wage and income transcripts and account transcripts. I find that typically when a client hasn’t filed in a while, a lot of times they are missing tax forms and documents.  A wage and income transcript allows me to make sure that all items of income and withholding are accounted for.  An account transcript will show meany activity (estimated payments you made, credits to your account, penalties and interest) in your account for the year.