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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!

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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

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Are you looking for other ways to make money or alternative ways to invest? We all have heard of the term passive income, but what does it really mean?  In a nutshell, passive income is any income one earns without having to clock in hours.  Here we will cover some...

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Many people have an interest in starting a business of their own, but do not investigate the tax considerations when starting a business. Starting a business can be a great thing unless all things are considered it could also be a massive headache. Imagine having a...

401K Versus IRA

Most Americans will not be able to retire by the traditional retirement age of 65 even with an employer 401k plan or an IRA. Some plan on surviving solely off social security, but this was never meant to be a sustainable amount of income. The point of social security...

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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 - 9:00am-5:00pm

Tues - 9:00am-5:00pm

Wed - 9:00am-5:00pm

Thurs - 9:00am-8:00pm

Fri - Sun - Closed

(Temporarily closed from

August 10-17, 2020)

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