Tax Preparation Services

Tax Preparation and Planning

• Individual and Business Taxes
• State Taxes
• State Franchise Taxes 
• Foreign-sourced Income and Taxes
• Foreign Nationals Taxes (Form 1040NR)
• Tax Returns of Expatriates Living Overseas
• FBAR Report Preparation
• Tax Planning
• Tax Consultations

Representation before the IRS

• IRS Notices
• IRS Audits

Business Consultation Services

• Business startup, including obtaining Certificate of Formation in Texas for LLC and other business structures, EIN from IRS, Sales Tax number, as well as business closure, if needed
• Ongoing consultation as your business grows to reassess its needs and strategies​

 Our Fee Structure for tax returns

 Unlike many firms we do not charge by the hour or by the form. We provide upfront pricing which means you will know and agree to our fee prior to us beginning any work or you making any commitment. Once we have all or at least all material information required to prepare the return or project we determine our fee based on your unique tax and accounting needs. This comes down to the time it will take us to prepare, review and finalize the return or project based on the complexity of the services needed. We ask for 50% of the fee prior to beginning any work and the balance when we provided you with a draft.  

***Pricing subject to change, adjusted to meet individual clients unique needs and discounted when multiple services utilized. We work with all clients to determine how we can work together to meet their tax and accounting needs at a price they can afford. Fees are determined and agreed upon once ALL information is received and prior to beginning any work. Tax preparation fees do not include audit support.

We honor those who serve or have served our country and offer 20% Military Discount

Clients who are filing more than one tax return at one time receive a discount as well (example: personal and business tax returns, federal and state tax returns)