Houston Tax Preparation & Planning
Accurate tax preparation and strategic tax planning that helps Houston small business owners keep more of what they earn.
Houston Tax Preparation & Planning
Accurate tax preparation and strategic tax planning that helps Houston small business owners keep more of what they earn.
Houston Tax Services for Small Businesses
From your first business return to a growing multi-entity structure, our Houston-based CPAs handle your tax needs year-round.
What Changes When Your Taxes Work for You
Most small business owners only think about taxes once a year. Here's what happens when you hire a proactive CPA and start tax planning year-round.
Tax Preparation & Planning Pricing
For Individual and Business Taxes. See more of what we have below!
For Individuals
Ideal for individuals and families with W-2 income, investments, and a home.
Includes:
- Federal Form 1040 preparation
- One resident state tax return
- W-2 income reporting
- Investment and retirement income, including 1099-INT/DIV/B/R
- Mortgage interest, charitable contributions, child and dependent care, education credits Form 8863
- One Simple K-1 investment
- Secure portal delivery with e-file instructions
30-business-day guarantee from receiving your files*
Get a Custom QuoteFor Real Estate &
Self-Employed
Ideal for rental property owners, sole proprietors, and multi-partnership investors.
Includes:
- Everything in Essentials
- Up to 3 rental properties Schedule E
- OR One sole proprietorship Schedule C
- Self-employment tax calculation
- Passive loss tracking for rentals
- Existing depreciation schedules
- Up to 3 Simple K-1 investments
- Complimentary 15-min review call
30-business-day guarantee from receiving your files*
Get a Custom QuoteFor Business
Ideal for LLCs, C-Corps, S-Corps, multi-entity owners and high net worth individuals.
Includes:
- 1 Federal return preparation for S-Corp, C-Corp or partnership
- 1 State return preparation
- Quarterly estimates
- K-1 preparation for all partners
- Tax planning consultation
- Standard support schedules
Available Add Ons: Financial Clean Up, CryptoCurrency, Equity Compensation, Audit Protection, and more
*Clean documents required
Getting Started
Up to $250k in annual revenue
Who's Eligible:
- Rental property owners, sole proprietors, and new business owners
- W-2 and investment account-only income, individuals with no business entities
What's Included:
- 3-year tax return review personal & business
- Identification of missed deductions / errors
- Entity structure optimization analysis
- 12-18 month tax strategy blueprint
- Documented strategy roadmap 5-10 strategies
- Estimated savings projection
- Implementation plan
- Guaranteed to find at least $2500 in savings or we'll refund the difference.*
- 30-business-day guarantee from receiving your files*
Growing Business
Up to $250k in annual revenue
Who's Eligible:
- LLC business owners, sole proprietors, and real estate investors
- W-2 and investment account-only income, individuals with no business entities
What's Included:
- 3-year tax return review personal & business
- Identification of missed deductions / errors
- Entity structure optimization analysis
- 12-18 month tax strategy blueprint
- Documented strategy roadmap 5-10 strategies
- Estimated savings projection
- Implementation plan
- Guaranteed to find at least $4995 in savings or we'll refund the difference.*
High-Net-Worth
Advisory
Over $1 Million in liquid assets
Who's Eligible:
- Business owners with multiple entities and/or real estate partnerships
What's Included:
- 3-year tax return review personal & business
- Identification of missed deductions / errors
- Entity structure optimization analysis
- 12-18 month tax strategy blueprint
- Documented strategy roadmap 5-10 strategies
- Estimated savings projection
- Implementation plan
*Guarantee is only available to clients who have not implemented a tax advisory plan in the last 2 years.
Houston and Texas Tax Expertise
Texas and Houston have their own rules, thresholds, and deadlines. Our CPAs will help you navigate it all and make the best moves for your business.
No State Income Tax,
But Not No Taxes
Texas doesn't tax personal or business income. Franchise tax, sales tax, and property tax still apply, and skipping the planning here costs real money.
Houston's MUD Tax
Many Houston-area properties sit inside a Municipal Utility District, adding a separate tax line to fund water, sewer, and drainage. It can significantly change the numbers on a rental or investment property.
Relocating to Austin Comes With Loose Ends
Owners moving their business to Texas often still owe filings in their old state. We help you close those out cleanly while you get set up here.
The New Business Personal Property Exemption
Texas raised its exemption for business equipment and inventory to $125,000. Taxpayers above this threshold must submit full renditions by April 15. Those at or below $125,000 still must file a rendition statement instead of a full report.
The Texas Franchise Tax
(Margin Tax)
Most entities owe nothing under the $2.65 million no-tax-due threshold, but a Public Information Report is still required every year. Miss it and the state can forfeit your entity's right to do business.
Our Houston Team
Meet our team of experienced professionals committed to delivering accurate, strategic accounting and tax support to businesses and individuals across the Houston community.
Let's Talk Taxes
Get simple, transparent pricing and a team that's here for your business.
Frequently Asked Questions (FAQ)
Many Houston-area properties sit inside a Municipal Utility District (MUD), which adds a separate tax line to fund local infrastructure like water, sewer, and drainage. This extra tax can significantly change the operating math on a rental or investment property, which is why our team factors it into your year-round tax planning.
While Texas doesn't tax personal or business income, you are not off the hook for taxes entirely. Franchise tax, sales tax, and local property tax still apply, and skipping proactive tax planning here can cost your business real money.
Yes. Most entities owe nothing under the state's $2.65 million no-tax-due threshold, but you are still legally required to file a Public Information Report (PIR) every year by May 15th. If you miss this filing, the state can forfeit your entity's right to do business in Texas.
Texas recently raised its tax exemption for business equipment and inventory to $125,000. If your business owns taxable assets, renditions are still due to the Harris County Appraisal District (HCAD) by April 15. For those above the $125,000 threshold, a full rendition is due. If you fall at or below this, you still need to file a rendition statement (not a full report).
Relocating a business to Houston often comes with loose ends, as owners frequently still owe filings or have lingering nexus in their former state. We help you cleanly close out those old state filings while properly setting up your new tax structures here in Texas.
Absolutely. We handle depreciation schedules, passive loss tracking, Schedule E filings, and Texas-specific property rules, including Harris County property taxes and MUD taxes, to help real estate owners and investors keep more of their rental income.
Yes. From your first business return to a growing multi-entity structure, our Houston-based CPAs provide year-round strategic planning that reduces what you owe through smart entity elections (such as S-corps, C-corps, and partnerships) and proactive deduction tracking.
We regularly handle multi-state tax needs year-round. Our team conducts nexus analysis, calculates state apportionment, and manages your tax filings across every applicable state so you stay fully compliant as you scale nationwide.
For any business we file taxes for, we offer Audit Protection Coverage that covers up to $1,000,000 in tax representation fees in the event of an IRS audit notice, giving your business dedicated representation and complete peace of mind.
We offer simple, transparent, flat-fee pricing for our tax preparation and planning services. For accounting services, we offer monthly flat-free pricing along with project-based work if you need help with something like catch-up accounting. We give you a clear price before we start working so you know exactly what you are investing, with zero surprise bills at filing time.