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.

We’re happy to help you with any of these services:

Tax Preparation

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

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

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

Brandon Jordan’s Three Simple Steps Towards a Better Business Budget

It's amazing -- and scary -- how many Pasadena, TX businesses operate without a true budget. Cash flow becomes their only barometer, and that often doesn't include an accurate picture of ongoing growth, or the health of a business.Look -- in addition to handling taxes...

How To Manage Money For Pasadena, TX 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...

Does Your Cost Structure Match Your Pasadena, TX Company’s Value

Here's an unfortunate reality: many businesses offer amazing value, but struggle to make enough money because they don't charge enough.Thinking they are offering customers "a good deal", their business suffers as a result of selling themselves short.But whether our...

How to Eliminate Workplace Gossip in Pasadena, TX Businesses

I'm going to step away from tax land today, and put on my business coaching hat.But don't get me wrong -- we are diligently working through many of our Pasadena, TX business owner client files and getting a significant thrill from being able to help so many of our...

3 More Reasons Why More Pasadena, TX Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from Pasadena, TX who trust us with their most sensitive financial details -- and we don't take...

Smart Planning for Financial Independence in Pasadena, TX

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I'd like to speak some encouragement to you. A few people in Pasadena, TX wrote me saying that they were feeling pretty...

Key Reminders For Pasadena, TX Businesses for the Last Quarter of 2019

Things certainly haven't gotten CALMER over the past week.Whether it's the rumors of recession (or worse), continued chaos in the political world (and still over a year away from elections -- yikes), increasing cultural division, or something more local, it's a mess...

Brandon Jordan’s Updated Tax Preparation Checklist for 2019

Tax season 2019 is inexorably moving forward. We now have less than two months before personal federal taxes are due. Which, of course, means that it's time to get started if you haven't yet done so already.I'm here today with a large checklist that you can work from,...

The Role Of The Pasadena, TX Business Owner

We just finished all of the extended returns for our business owner clients, and today I'm feeling particularly grateful.Because over the past few weeks and months, I've been reminded of how important our work is. Not because "taxes and accounting" are inherently...

Building Your Career: For Pasadena, TX Workers

Sometimes that thing that "everyone" is saying (especially online) just turns out to be ... not true.Facebook, Twitter and even Instagram are chock full of theories, analysis, pitches and argumentation, and so much of it is simply noise.And you know what social media...

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!