Business Taxation

Tax Preparation For Businesses

Small businesses face tons of legal, tax and compliance issues. We understand those challenges and work with you at every step of the process. We can help lower your tax bill and keep more of that hard-earned money.

Business Taxation
Here's the Process :
Kick-off Call

Meet your tax manager and discuss the tax preparation process, including expectations for the engagement and what information and documents we will need to prepare your return.

Tax Preparation

Our team will prepare your tax return and review it for accuracy, finding every opportunity for tax savings.

Delivery & Filing

After we prepare and review your return, we will send it to you for your review before filling it on your behalf.

Some of the most common questions that are asked by small business owners but are not limited to, go as follows:

How do I lower my tax bill by taking every single legal deduction possible?

We work with all my clients on getting their penalties reduced or eliminated, interest charges removed and resolving tax issues and notices. We offer year-round planning for my small business clients and offer tips and strategies to help them.

We file the following forms

Does tax preparation include tax planning?

No, it does not. Tax Preparation and Tax planning are two separate things. Please check our tax planning and free resources section for more information.

What does the process look like?

We start by scheduling a complimentary call to discuss your requirements and expectations. Following that, we proceed with onboarding you onto our system. You will receive access to a shared portal where you can securely upload all the necessary documents. The tax preparation process commences, and it typically takes approximately 10 business days to complete and thoroughly review your return. The initial draft is then sent to you for your review. After you have carefully reviewed the draft, we proceed with filing your return once you have signed the e-consent form.

Where are you based out of?

We are located in Houston, Texas and meet only through appointments. No walk-ins please. 

Do you do amendments, review of past years’ tax returns?

Yes, we do amendments and are happy to review past years’ tax returns as well at an hourly charge. We feel that taxpayers generally leave a lot of money on the table each time we review a return. 

Do you prepare taxes for all 50 states?

Yes, we are licensed to practice in all the 50 states.

Do you offer accounting services such as bookkeeping?

Yes, we do. Please schedule a free call with the office to discuss your needs.