Tax Preparation Services

Accurate tax filing that accounts for every allowable deduction and every schedule you manage.

Tax Filing Tailored to the Real World

Your income pattern, schedule, and lifestyle don’t look like those of a traditional employee — your tax preparation shouldn’t either. We prepare federal and all state returns with a process designed specifically for our clients' unique needs.

From detailed calculations to new tax laws, we look at every factor that affects your return and provide clear, organized support from start to finish.

What’s Included in Our Tax Preparation Service

Complete Federal & State Filing

Individual and business returns prepared with accuracy and considerations.

Deductions

We continuously strive to maximize our clients' allowable deductions.

Multi-State Filing & Residency Guidance

We routinely assist clients who live in one state, are based in another, and travel through many more.

International Income Considerations

For international travelers, we address foreign income, exclusions, and tax-home issues as needed.

Fast, Organized Turnaround

Returns are typically filed within 5–12 business days. E-filing helps ensure your refund arrives promptly.

A Filing Process That Fits Your Schedule

Whether you're home, mid-trip, or overseas, you can file your taxes without ever stepping into an office. Choose the method that works for your travel routine:

• Online / Paperless Filing
  Upload documents through our secure Client Exchange portal and communicate digitally from anywhere.

• Mail-In Filing
  Send copies (not originals) of your documents to us securely; we handle everything and provide a completed return for your records. We recommend that you choose a service that provides tracking.

• In-Office Appointments (Houston)
  For those who prefer meeting face-to-face, our Houston office offers appointments with flexible hours.

Common Deductions We Handle Every Day

• Medical
• SALT (State & Local Taxes)
• Charitable Contributions

These deductions are frequently overlooked but are essential to an accurate return.

Filing Multi-State Returns With Confidence

Many clients worry about state filings — especially when they:

• Live in one state but are based in another
• Changed states mid-year
• Aren’t sure what counts as a “tax home”

Our structured approach helps maximize your refunds or determine what you owe, where you owe it, and how to avoid unnecessary filings.

Stay Ahead of Tax Season Stress

Extended hours during peak tax season help our clients file around their schedule. Client Xchange is open 24/7; you can upload your documents as you get them or all at once. If you want to get started early, we offer an Early Filer Discount.

Ready to File? Choose Your Next Step.