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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There is a new tax deadline, now what? Most of you are aware that the new tax deadline for 2020 has changed to July 15th. Normally, if you don’t file your tax return and pay in full, you can expect penalties and interest. However, the effects of COVID-19 have caused...

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Life has a way of throwing curve balls at us. And they’re great at draining us of our money—especially if we’re not prepared. You’ve heard of Murphy’s Law, right? Anything that can go wrong will go wrong. Murphy is rude. He doesn’t even knock when he shows up—he just...

Payroll Tax Deferral & Employee Retention Credit for S-Corps

To help your small business, Congress created a lot of new tax-saving provisions due to the COVID-19 pandemic. Many of my clients own and operate S corporations and expect the tax law to treat them differently, as it does with their health insurance deduction. Perhaps...

Bookkeeping Pros & Cons

Hi, I’m Clark Boyd with Molen & Associates where we unravel tax headaches and build financial vision. Here I will share my two-minute tax tip on why you should or should not hire a bookkeeper. Let's start with the PROS: Keeping an accurate financial record of your...

COVID-19 IRA Information

In this article, we explain how you may be able to take money from your IRA and other retirement accounts, avoid early withdrawal penalties, and have generous options on repayment (or not). We also explain when you don’t have to take the required minimum distribution...

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While there is a lot of information being interpreted and published for everyone – our aim here is to target the information for those who are self-employed. Stimulus checks, Unemployment, Paycheck Protection Program and Economic Injury Disaster Loan

Needs Analysis

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

Latest News

Grow Your Income

How can I increase my income? Whether you make thousands or millions annually, one desire for almost everyone is that you would like to grow your income. There are an infinite number of ways that you could start making more money. Some money-making methods do not even...

2020 Tax Deadline

There is a new tax deadline, now what? Most of you are aware that the new tax deadline for 2020 has changed to July 15th. Normally, if you don’t file your tax return and pay in full, you can expect penalties and interest. However, the effects of COVID-19 have caused...

Recession-Proof Business Planning

What businesses do well during a recession? If you have a business then you need recession-proof business planning. Businesses that succeed are those that can adapt to a recession’s downturns. For example, in the current recession that we find ourselves in with...

Where Should I Invest My Stimulus Check?

Investing 101 Before I dig into where you should invest your stimulus check, I want to make sure I lay the ground work of what investing is and why it is important. I’m sure you’ve heard of investing… I hope! But just in case, I’ll go ahead and define it. “Investing...

Car Buying Advice from the Tax Experts

If you are in the market for a car then you need to decide if you want to buy or lease. There are both valid reasons to buy & lease, but it really depends on your current monetary situation. For most people, the most cost-efficient purchase would occur by...

The High Price of a 401(k) Withdrawal

Life has a way of throwing curve balls at us. And they’re great at draining us of our money—especially if we’re not prepared. You’ve heard of Murphy’s Law, right? Anything that can go wrong will go wrong. Murphy is rude. He doesn’t even knock when he shows up—he just...

Payroll Tax Deferral & Employee Retention Credit for S-Corps

To help your small business, Congress created a lot of new tax-saving provisions due to the COVID-19 pandemic. Many of my clients own and operate S corporations and expect the tax law to treat them differently, as it does with their health insurance deduction. Perhaps...

Bookkeeping Pros & Cons

Hi, I’m Clark Boyd with Molen & Associates where we unravel tax headaches and build financial vision. Here I will share my two-minute tax tip on why you should or should not hire a bookkeeper. Let's start with the PROS: Keeping an accurate financial record of your...

COVID-19 IRA Information

In this article, we explain how you may be able to take money from your IRA and other retirement accounts, avoid early withdrawal penalties, and have generous options on repayment (or not). We also explain when you don’t have to take the required minimum distribution...

CARES Act for Self-Employed

While there is a lot of information being interpreted and published for everyone – our aim here is to target the information for those who are self-employed. Stimulus checks, Unemployment, Paycheck Protection Program and Economic Injury Disaster Loan

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.

Subscribe Now

LOCATION

11555 Champion Forest Dr.
Houston, TX 77066

info@molentax.com

Phone: (281) 440-6279

Fax: (281) 716-6000

 

Hours

Mon - 8:30am-5:00pm

Tues - 8:30am-5:00pm

Wed - 8:30am-5:00pm

Thurs - 8:30am-8:00pm

Fri - Sun - Closed

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