TAX SERVICES

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

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TAX PREPARATION

Stop missing out on potential deductions that could be saving you big money!

IRS AUDIT REPRESENTATION

Don’t go it alone! We’re your ally and representative in an IRS audit.

Delayed Gratification: Staying Focused to Get Ahead (Later) in Houston

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

Focus Training For Folks In Houston

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

Instilling Financial Literacy For Kids In Houston

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

How To Manage Money For Houston Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

Jaime Garcia’s Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

A 12-Point Financial Health Check For Houston Families And Individuals

We are now fully engaged in our tax "off season" here in Houston. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes (online...

Four Tips For Houston Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in Houston into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in Houston who are paying attention (because let's be...

3+ Reasons Why Houston Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our Houston office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that day...

The Joys Of Providing Professional Tax Services To Houston

Well, our primary work for this tax season in Houston has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in Houston, we make it a point to do a bit more than simply "fill out forms" on your behalf. I'll...

Jaime Garcia’s Tax Extension Breakdown

It's the final full week of tax season, and our office in Houston is hopping! But yes, I'm still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right around...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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