Services

Tax & Accounting Services in Houston

Tax & Financial Advisory

Bookkeeping & Accounting

Personal & Family Budgeting

Tax Preparation

IRS Problems

Need Help on Something Else?

Latest News

Looking for an Accountant?

Subscribe Now

S Corp Owns Rental Property: What Happens If You Die?

What if you die and your S Corp owns rental property? Owning rental property through an S Corporation (S Corp) can offer various tax advantages and liability protection during your lifetime. However, the situation becomes more complicated when the owner of an S Corp...

Understanding EIN Numbers: Common Pitfalls & Everything You Need to Know

Understanding EIN Numbers: Common Pitfalls & Everything You Need to Know - EIN Filing & Business Success Success with Business Formation & EIN Filing: When starting a business, one of the first steps is obtaining an Employer Identification Number (EIN)....

How Can I Make the Most of my Tax Meeting?

Maximize Your Tax Advisor Meeting: A Comprehensive Checklist We meet with a lot of clients and complete a lot of tax returns during tax season, so time is very precious! We want to make the most of each minute we spend with you, so we have compiled a list of a few...

How to Determine Your Tax Withholding: A Comprehensive Guide

How to Determine Your Tax Withholding: A Comprehensive Guide Understanding how to properly set your tax withholding is crucial for managing your finances and avoiding surprises at tax time. Whether you’re an employee deciding much to withhold in each paycheck or a...

Tax Considerations for Non-Profit Organizations

Tax Considerations for Non-Profit Organizations: Understanding the Unique Tax Obligations and Benefits Non-profit organizations play a critical role in communities, offering services and programs that address societal needs while receiving tax benefits. However,...

When Should You Consult an Expert for Bookkeeping Services for Small Businesses?

Your responsibility as a small business owner never ends – from taking care of customers to managing your team. It’s easy to lose track of invoices, receipts, and payments. If you’re not recording everything correctly, you could miss important deadlines for taxes....

How to Avoid or Minimize Social Security and Medicare Taxes

How to Avoid or Minimize Social Security and Medicare Taxes - Decreasing SS & Medicare Taxes Social Security and Medicare taxes are mandatory for most U.S. workers, providing essential funding for these critical social programs. However, for those looking to...

The Tax Benefits of Long-Term Care Insurance: What You Need to Know?

The Tax Benefits of Long-Term Care Insurance: What You Need to Know? - How to deduct long term care insurance? Long-term care insurance (LTCI) is designed to cover the costs associated with long-term care services, such as nursing home care, assisted living, and...

2024-2025 Tax Updates

2024-2025 Tax Updates: Key Changes, Strategies, and What You Need to Know As we approach the end of 2024, it's essential to stay informed about the tax changes that will impact your upcoming filings. The Internal Revenue Service (IRS) has announced several updates for...

Required Minimum Distributions (RMDs): What Are They and Why Are They Required?

Required Minimum Distributions (RMDs): What Are They and Why Are They Required? As retirement approaches, understanding the rules around Required Minimum Distributions (RMDs) becomes crucial for anyone with a retirement account. RMDs are mandatory withdrawals that...

Schedule a Free Discovery Meeting

Free One Hour Discovery meeting for business owners looking for an advisor to help them with accounting and tax preparation to see if we are a good fit.

Monthly Newsletter

We strive to be education focused in all we do. Sign up for our monthly newsletter to learn from the experts and improve your taxes and finances!

Latest News

S Corp Owns Rental Property: What Happens If You Die?

What if you die and your S Corp owns rental property? Owning rental property through an S Corporation (S Corp) can offer various tax advantages and liability protection during your lifetime. However, the situation becomes more complicated when the owner of an S Corp...

Understanding EIN Numbers: Common Pitfalls & Everything You Need to Know

Understanding EIN Numbers: Common Pitfalls & Everything You Need to Know - EIN Filing & Business Success Success with Business Formation & EIN Filing: When starting a business, one of the first steps is obtaining an Employer Identification Number (EIN)....

How Can I Make the Most of my Tax Meeting?

Maximize Your Tax Advisor Meeting: A Comprehensive Checklist We meet with a lot of clients and complete a lot of tax returns during tax season, so time is very precious! We want to make the most of each minute we spend with you, so we have compiled a list of a few...

How to Determine Your Tax Withholding: A Comprehensive Guide

How to Determine Your Tax Withholding: A Comprehensive Guide Understanding how to properly set your tax withholding is crucial for managing your finances and avoiding surprises at tax time. Whether you’re an employee deciding much to withhold in each paycheck or a...

Tax Considerations for Non-Profit Organizations

Tax Considerations for Non-Profit Organizations: Understanding the Unique Tax Obligations and Benefits Non-profit organizations play a critical role in communities, offering services and programs that address societal needs while receiving tax benefits. However,...

When Should You Consult an Expert for Bookkeeping Services for Small Businesses?

Your responsibility as a small business owner never ends – from taking care of customers to managing your team. It’s easy to lose track of invoices, receipts, and payments. If you’re not recording everything correctly, you could miss important deadlines for taxes....

How to Avoid or Minimize Social Security and Medicare Taxes

How to Avoid or Minimize Social Security and Medicare Taxes - Decreasing SS & Medicare Taxes Social Security and Medicare taxes are mandatory for most U.S. workers, providing essential funding for these critical social programs. However, for those looking to...

The Tax Benefits of Long-Term Care Insurance: What You Need to Know?

The Tax Benefits of Long-Term Care Insurance: What You Need to Know? - How to deduct long term care insurance? Long-term care insurance (LTCI) is designed to cover the costs associated with long-term care services, such as nursing home care, assisted living, and...

2024-2025 Tax Updates

2024-2025 Tax Updates: Key Changes, Strategies, and What You Need to Know As we approach the end of 2024, it's essential to stay informed about the tax changes that will impact your upcoming filings. The Internal Revenue Service (IRS) has announced several updates for...

Required Minimum Distributions (RMDs): What Are They and Why Are They Required?

Required Minimum Distributions (RMDs): What Are They and Why Are They Required? As retirement approaches, understanding the rules around Required Minimum Distributions (RMDs) becomes crucial for anyone with a retirement account. RMDs are mandatory withdrawals that...

Looking for an Accountant?

Schedule a Free Discovery Meeting

Free One Hour Discovery meeting for business owners looking for an advisor to help them with accounting and tax preparation to see if we are a good fit.

Subscribe Now

Pin It on Pinterest

Share This