Business Tax Services
Tax Planning
Proactive tax planning strategies to minimize liabilities and optimize financial outcomes for individuals and businesses.
Tax Preparation
Accurate and timely preparation of federal, state, and local tax returns for individuals, businesses, and organizations.
Cost Segregation
Identify opportunities to accelerate depreciation on qualifying real estate assets and potentially improve cash flow through strategic tax planning.
Payroll Tax
Comprehensive payroll tax services, including preparation, filing, and compliance support.
Sales Tax
Accurate sales tax filing and compliance support to ensure your business meets all regulatory requirements.
Property Tax Rendition
Preparation and filing assistance for business personal property tax renditions.
Business Types We Serve
Sole Proprietorships
Tax planning and preparation services for sole proprietors, including Schedule C filings.
Partnerships
Comprehensive tax support for partnerships, including Form 1065 preparation and filing.
S & C Corporations
Specialized tax services for S corporations Form 1120S and C corporations Form 1120 preparation and filing.
Nonprofit Organizations
Tax compliance and advisory services for nonprofit organizations, including Form 990 filings.
Trusts and Estates
Tax planning and preparation support for trusts and estates, including Form 1041 filings.
Individuals
Comprehensive individual tax services, including federal and state tax return preparation and filing Form 1040.
Individual Tax Services
Federal & State Tax Filing
Preparation and filing of federal and state tax returns for individuals, ensuring compliance and maximizing deductions.
Foreign Bank Account Reporting (FBAR)
Assistance with FBAR compliance and reporting for individuals with foreign financial accounts.
Tax Planning & Advisory
Strategic tax planning and advisory services to help individuals minimize liabilities and plan for future financial goals.
Foreign Income Reporting
Guidance and support for reporting foreign income and assets in compliance with U.S. tax laws.
Tax Resolution Services
Assistance with resolving tax issues, including payment plans, offers in compromise, and other IRS resolution strategies.
Expat and International Tax Help
U.S. tax responsibilities can become more complicated when income, assets, or financial accounts cross borders. We assist U.S. expatriates, foreign nationals, and clients with connections to India and other countries with tax preparation, foreign-income reporting, and FBAR compliance.
Clients can work with our Katy CPA firm remotely from across the United States or abroad. We provide clear, personalized guidance based on each client’s filing circumstances.
Tax Planning for Small Businesses and Professionals
Our small-business tax planning services help owners evaluate estimated taxes, entity structure, payroll, deductions, retirement contributions, and other decisions throughout the year. We serve doctors, dentists, IT consultants, real estate professionals, gas stations, and other owner-operated businesses in Katy and the Houston area.
Sales & Use Tax Filing & Permits
Sales Tax Permits
Assistance with sales tax permit applications and compliance requirements.
Sales Tax Filing
Accurate and timely sales tax filing services to ensure compliance with state and local regulations.
Sales Tax Compliance
Guidance and support for maintaining sales tax compliance, including recordkeeping and reporting requirements.
Frequently asked questions
Tax preparation and planning questions
What should I bring to a tax-preparation appointment?
Bring current-year income documents, prior-year returns if we did not prepare them, estimated-tax payment records, business income and expense reports, and documents supporting deductions, credits, investments, property transactions, and foreign activity that may apply.
What is the difference between tax preparation and tax planning?
Tax preparation reports transactions that already occurred. Tax planning looks ahead at income, withholding, estimated payments, entity structure, retirement contributions, purchases, and other decisions while there may still be time to act.
Does every small-business owner need to make quarterly estimated payments?
No. The requirement depends on expected tax, withholding, credits, and prior payments. Many self-employed owners do need estimated payments, but the amount should be calculated from their individual circumstances.
Who may need to file an FBAR?
A U.S. person generally must file an FBAR when the aggregate value of foreign financial accounts over which the person has a financial interest or signature authority exceeded $10,000 at any time during the calendar year. Exceptions and separate foreign-asset reporting rules may apply.
Can you prepare returns for clients outside your local area?
Yes. We work remotely with clients nationwide and abroad. State, residency, business-activity, and international-reporting requirements are reviewed based on the client’s facts.
When should tax planning begin?
Planning is most useful before a major transaction and well before year-end. Business formation, property sales, compensation changes, retirement contributions, and international moves should be discussed before documents are signed or deadlines pass.
Ready to File Your Taxes?
Whether you're an individual, self-employed professional, or business owner, we're here to make tax filing simple and stress-free.
Schedule Your Consultation Today