Houston Tax Preparation & Planning
Accurate tax preparation and strategic tax planning that helps Houston small business owners keep more of what they earn.
Tax Filing and Proactive Planning in Houston
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!
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.
For Individuals
Ideal for individuals and families with W-2 income, investments, and a home.
Includes:
- Federal and home-state return
- Wages, investments, rentals, and K-1 income
- Prepared and reviewed by our tax team
- Secure document collection and e-filing
For 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
For Business
Ideal for partnerships, S corporations, and C corporations.
Includes:
- Federal return with one state filing
- Owner K-1s for partnerships and S corporations
- Prepared and reviewed by our tax team
- C corporation returns add $500 / yr
Available Add Ons: Financial Clean Up, CryptoCurrency, Equity Compensation, Audit Protection, and more
*Clean documents required
What Our Clients
Are Saying
“Worked with them on back taxes and got out of the hole I was in. It only took a couple weeks and the support to guide me. Very thankful for the assistance.”
“My wife and I have been working with Ledgerway for the past few years on our tax returns. The team there have ben very helpful, knowledgeable and extremely responsive to any questions that we have. Having their support really takes away the worry of the annual tax process.”
“2023 was the second year my wife and I had Their team prepare our returns, and we have several: we each have an LLC in addition to our personal return. Our tax situation, especially in 2023, is very complicated, and it takes a very astute and organized tax team to untangle it and put together a perfect return. Their team has done that for us two years in a row, and I'm sure they will for years to come as well.”
“His tax returns are timely, he is fast to respond to your emails even outside of regular working hours. Just the other day he saw some trends in my business and asked to meet with me without my prompt. He dedicated an entire hour and gave us pertinent and actionable advice to make our business more efficient and profitable.”
“Great Service. Their team helped me out after I received a notice from the IRS. He reviewed my previous year's tax returns that I had done using Turbo Tax and found additional tax savings!”
“Their team is professional, reliable, and truly essential to the growth of our companies. Their expertise and guidance have made a significant impact, allowing us to focus on what we do best. We highly recommend them to any business or person looking for top-notch accounting and tax support!”
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.