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How We Work: Seven Day Process

Schedule an Appointment

Call or email us to schedule an appointment with one of our qualified tax professionals.  We will match you with a qualified advisor who specializes in your industry or the complexities of your tax return. 

During this appointment, you will discuss your tax situation with your advisor and he or she will ask you questions to achieve the best return possible.

We offer phone appointments, in-person appointments or even drop off services. While we feel that the in-person interview appointment provides the most value to our clients, we understand everyone has different needs and circumstances. 

Send Source Documents

Getting organized in preparation for your tax appointment can save you a ton of time, and is well worth the effort.

Through our secure document portal, send us your W2s, 1099s, Profit & Loss or whatever other tax documents we will need to prepare your income tax return.

You can check out our tax checklists that we have broken down and customized by common professions. While these checklists may seem long and tedious, they help us ensure that we’re able to help you keep every dollar you can keep under our tax code.

Meet with Your Advisor

During the personal interview with one of our tax professionals, we will strive to uncover and discuss all deductions to which you are legitimately entitled. If you have questions beyond the preparation of your tax return, we have advisors for you year-round.

We know you will learn something new every time you come to see us. In fact, we guarantee you’ll learn something new every time you come to see us, or we’ll give you a 1-hour free consultation with one of our tax advisors to learn about the tax or financial subject of your choice.

Your advisor will be passionately engaged as he or she deftly navigates you through our proven process and teaches you fundamental tax principles that are commonly misunderstood. You will feel our employees emotional investment in your financial success.

Send Payment & MIssing Documents if Necessary

At the end of this appointment, you will make an estimated payment for the cost of the return. Before you get overwhelmed thinking about any possible documents you may have forgetten to send us before your tax appointment: That’s okay! During the tax appointment, we will try to uncover as much as we can and allow you to send us the remaining documentation afterwards. 

Tax Return Finalized & Analyzed

After your tax appointment and we have received all necessary documentation, your advisor will come back to your return and take a deeper dive into the deductions and tax credits to which you are entitled. There is a lot that goes on behind the scenes we don’t need to bore you with. We even have a quality analysis specialist go over the return to ensure accuracy of the data entry and process it through our sophisticated tax software to review any possible red flags. After all this occurs, we deliver the tax return in it’s completed for to you for approval.

8879 Signed & Return eFiled

Once the return is finished and everything looks good, it is time to eFile! In order to eFile your return, we just need you to sign the form 8879. You can come in person to pick it up and sign or you can electronically sign and we will eFile with the IRS on your behalf which will transmit your tax return information directly to the IRS. eFiling increases the speed, security, and accuracy of our tax preparation services. It also helps you get your refund faster! Most electronically filed tax returns prepared with our tax service are received within 8 to 15 days. A paper tax return sent through the post office takes anywhere from 6 to 8 weeks. Once the return is eFiled, you will be able to track the status of your return using the “Where’s my Refund?” tool.

Repeat!

Latest News

Dates to Remember

Subscribe Now

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The IRS is turning its attention to S-Corporations (S-Corps) and the salaries paid to shareholder-employees. Ensuring that you are paying yourself a "reasonable compensation" is crucial to staying compliant with the law and avoiding potential financial consequences....

Should You Be Making Quarterly Payments?

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How Tax Planning Can Help You Grow, Preserve and Protect Your Wealth

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Why a Local Family Tax Firm is Your Best Co-Pilot in Space City!

Howdy, Houston small business owners! Tax time can be a real whirlwind, but fear not – we've got your back! When it comes to saving time, money, and headaches on your taxes, partnering with a local family tax firm can be the ultimate secret weapon. In this article,...

Uncovering the Top 5 Deductions to Save Time, Money, and Stress!

Howdy, fellow Houstonians! As small business owners in the heart of Texas, we know that taxes can be a daunting and complex puzzle to solve. But fret not, because today, we're here to equip you with some mighty tax hacks that will not only save you time and money but...

Streamline Your Finances with Molen & Associates: The Power of Corporate Accounting

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Mastering Your Numbers: The Secret to Small Business Tax Triumph!

Hey there, fellow small business owners! As entrepreneurs, we know that taxes can be a bit overwhelming, especially when you're trying to run a successful business. But fear not – we're here to equip you with the ultimate tax-saving superpower: mastering your numbers!...

Should I Get Life Insurance For My Kids?

Should I Get Life Insurance For My Kids? No parent wants to consider the possibility of collecting a death benefit on their child's life. And this is the reason many families are exploring the option of investing in a child life insurance policy to ensure their...

Needs Analysis

Free One Hour Discovery meeting for business owners looking for an advisor to help them with their taxes or accounting.

S-Corp & Partnership Filing Deadline

TX - June 15th, 2021

Non-TX - May 17th, 2021

Individual, Estate, Trust, & C-Corp Filing Deadlines

TX - June 15th, 2021

Non-TX - May 17th, 2021

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

Corporate Transparency Act – Beneficial Ownership Reporting: Are You Prepared?

he Corporate Transparency Act (CTA), enacted as part of the Anti-Money Laundering Act of 2020, introduces significant changes in beneficial ownership reporting requirements for certain entities operating in the United States. These regulations, set to take effect on...

The IRS is Cracking Down on S-Corp Salaries: How To Your Reasonable Compensation is Safe

The IRS is turning its attention to S-Corporations (S-Corps) and the salaries paid to shareholder-employees. Ensuring that you are paying yourself a "reasonable compensation" is crucial to staying compliant with the law and avoiding potential financial consequences....

Should You Be Making Quarterly Payments?

Tackling your taxes as a small business owner can often feel like a high-stakes game of strategy and a little guesswork. One of the key moves in this intricate game is mastering the art of quarterly tax payments. If you're looking to stay ahead in the tax arena and...

Slash Your Self-Employment Tax

Hey there, hardworking small business owners! Tax season is no walk in the park, but we've got a game-changing secret to share that could put more money back in your pocket. If you're tired of paying hefty self-employment taxes and want to keep more of your...

How Tax Planning Can Help You Grow, Preserve and Protect Your Wealth

Tax planning services from Molen & Associates help you make smart decisions regarding your taxes. We provide individualized advice and information that can save you money and protect your wealth. Our tax planning strategies go beyond just filing your taxes – we...

Why a Local Family Tax Firm is Your Best Co-Pilot in Space City!

Howdy, Houston small business owners! Tax time can be a real whirlwind, but fear not – we've got your back! When it comes to saving time, money, and headaches on your taxes, partnering with a local family tax firm can be the ultimate secret weapon. In this article,...

Uncovering the Top 5 Deductions to Save Time, Money, and Stress!

Howdy, fellow Houstonians! As small business owners in the heart of Texas, we know that taxes can be a daunting and complex puzzle to solve. But fret not, because today, we're here to equip you with some mighty tax hacks that will not only save you time and money but...

Streamline Your Finances with Molen & Associates: The Power of Corporate Accounting

In the fast-paced corporate world, managing finances with precision and expertise is paramount for the success of any business. Corporate accounting plays a vital role in ensuring that financial records are accurate, compliant, and capable of driving informed...

Mastering Your Numbers: The Secret to Small Business Tax Triumph!

Hey there, fellow small business owners! As entrepreneurs, we know that taxes can be a bit overwhelming, especially when you're trying to run a successful business. But fear not – we're here to equip you with the ultimate tax-saving superpower: mastering your numbers!...

Should I Get Life Insurance For My Kids?

Should I Get Life Insurance For My Kids? No parent wants to consider the possibility of collecting a death benefit on their child's life. And this is the reason many families are exploring the option of investing in a child life insurance policy to ensure their...

Dates to Remember

Needs Analysis

Free One Hour Consultation for any new business owner looking for an advisor to help them with their taxes or financials.

S-Corp & Partnership Filing Deadline

TX - June 15th, 2021

Non-TX - March 15th, 2021

Individual, Estate, Trust, & C-Corp Filing Deadlines

TX - June 15th, 2021

Non-TX - April 15th, 2021

Subscribe Now

LOCATION

11555 Champion Forest Dr.
Houston, TX 77066

info@molentax.com

Phone: (281) 440-6279

Fax: (281) 716-6000

 

HOURS

Hours

Mon - 9:00am-5:00pm

Tues - 9:00am-5:00pm

Wed - 9:00am-5:00pm

Thurs - 9:00am-8:00pm

Fri - Sun - Closed

Building Relationships that Last Generations

 

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