Frequently Asked Questions

Yes. We prepare taxes and provide year-round planning for individuals and families, and we offer bookkeeping, payroll, tax, and business-structure support for small businesses.

It depends on your tax needs. For individual tax services, the initial consultation is usually complimentary. For business tax services or business structure consultations, the consultation fee starts at $50.

It depends on your situation, but generally a photo ID, Social Security or ITIN numbers for everyone on the return, your income forms (such as W-2s and 1099s), last year’s tax return, and records for any deductions or credits. See our Getting Started guide for a full checklist.

Your return is handled by an experienced tax professional who takes the time to understand your situation and answer your questions.

No. We offer a secure online tax portal that allows you to complete your tax questionnaire and securely upload all documents. This enables us to prepare and file your tax return virtually, so there’s no need to visit our office. Simply call our office at (713) 988-3513 during business hours, and we’ll send you an invitation to access your secure tax portal.

During tax season (January 1 through April 15), our office is open Monday through Saturday, 9 AM to 3 PM, and closed Sunday. After tax season (April 16 through December 31), our office is open Tuesday through Friday, 9 AM to 2 PM, and closed Saturday through Monday.

Tax preparation fees depend on the complexity of your return and because every situation is different, we provide a quote after reviewing your documents. The cost for bookkeeping can be estimated at $2 per transaction (minimum fee $50).

Yes. Alongside seasonal tax preparation, we provide ongoing bookkeeping and payroll services so your financial records stay accurate and current all year long.

We’re located at 5704 Val Verde St Suite 1, Houston, TX 77057, and we serve clients throughout the greater Houston area and nationwide through our secure virtual tax portal.

Estimated tax payments are due four times a year: April 15, June 15 and September 15 of 2026, and January 15 of 2027. If a due date falls on a weekend or holiday, the deadline moves to the next business day. You generally owe estimated tax if you expect to owe $1,000 or more after withholding and credits. See the IRS guidance on estimated taxes, or read our full guide to quarterly estimated taxes for the self-employed.

Sometimes, and it depends on your profit. An S-Corp election can lower self-employment tax because only your reasonable salary is subject to it, but it adds payroll filings and a separate return, so the saving has to be big enough to cover that extra cost and effort. It is worth modelling before you elect. See the IRS page on S corporations, or read our comparison of LLC vs. S-Corp vs. sole proprietor. We can run the numbers for your situation.

A refund is not a bonus; it is the amount you overpaid during the year. It shrinks when your withholding drops, when your income rises without your W-4 keeping up, when a credit you claimed before no longer applies, or when you had self-employment income with no tax withheld. A child ageing out of the Child Tax Credit at 17 is a common cause. Our guide to why you did not get a tax refund walks through each reason.

Often you are not required to, but filing anyway is usually the right call. Filing is what triggers a refund of tax already withheld and lets you claim refundable credits such as the Earned Income Credit, which can pay out even when you owe nothing. The filing thresholds depend on your age, filing status and type of income; the IRS publishes them and offers a Do I Need to File a Tax Return? tool. Ask us if you are unsure.

Use the IRS Where’s My Refund? tool. It updates once a day and needs your Social Security number, filing status and the exact refund amount. Most electronically filed returns are processed within 21 days; paper returns and amended returns take considerably longer. We keep this and the other IRS lookup tools on our Resources page.