Katy Tax Advisor

Maximize your personal tax returns

Tax Solutions for Individuals

Seeking Expert Help with Your Personal Taxes –

But Want to Keep More of What You Earn?

Do you require tax planning and preparation services to help you minimize your taxes while still meeting all of those tax deadlines?

Do you want taxes to be as simple and painless as possible?

Do you want a proactive tax preparer that can assist you in discovering efficient and secure methods to lower your tax liability?

If you said yes to any of these questions, you’ve come to the ideal place for finding out about how we may assist you with tax planning to lower your tax liability with accurate and efficient tax return preparation process. We serve hundreds of people each year and can assist you in saving time and money while reducing the stress that comes with the tax season.

We specialize in tax return preparation and filing for individuals in the Katy-Fulshear-Houston area. 

Your Tax Service Solutions

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Tax return preparation is best left to a tax professional with access to sophisticated commercial tax software that can be used to verify results against their knowledge of the current tax laws.

Tax Planning and Tax Preparation Services 

  • Prepare your tax return using our professional software
  • Make sure every possible deduction you might be eligible for is checked
  • Review any red flags we find and ensure you are fully informed of any risk or potential audit
  • Explain difficult jargon in an understandable way so you always fully understand the decisions you make
  • Electronically file your federal tax returns to ensure a timely refund; we will also file your state taxes if you have recently moved to Texas
  • Answer all of your questions and explain each of your options
  • Provide year-round access to copies of your returns, via our secure portal should you decide to purchase a home or take out loans
  • Availability via call or email year-round for additional tax questions or services
  • Aid you in adjusting your tax withholding amounts for next year
  • Calculate estimated tax payments so that you can reduce or avoid any penalties for next year
  • Make tax projections throughout the year, preventing surprises
  • Offer you deductions you may be able to take next year to reduce your taxes

Preparation of Federal and State Tax Returns for Individual Taxpayers, Trusts, and Estates.

We understand that tax season is not one of your favorite times of the year! We want to make it as quick and easy for you as possible. We can assist you in navigating the complexities of forms, requirements, deadlines, and constantly changing tax rules so that you are aware of any potential financial opportunities available to your situation.

We can assist you in determining how to account for your income on your tax return, regardless of whether it’s wage income from a job that provides a W-2, contract work with 1099s, social security payments, rental earnings, company revenue, stock sales, interest and dividend revenue, unemployment compensation benefits, money from partnership distributions, LLC or S-Corp profits.

We offer several types of tax services for individuals:

  1. Tax preparation for those with a full-time paycheck job
  2. Tax preparation for retired persons with social security income, retirement withdrawals, and other income
  3. Tax preparation for those with a contract job or who are sole proprietors of a small business.
  4. Tax preparation for any dependent children who have income
  5. Tax preparation for estates
  6. Tax preparation for trusts

We will help you to both prepare and e-file the necessary forms based on your individual circumstances.

Tax Deductions and Credits

We help you maximize tax deductions and credits available to you, by itemized deductions of property taxes, mortgage interest, medical expenses, charitable contributions, business expenses and Qualified Business Income Deduction (QBID) of 20% for sole proprietors or pass-through entities. And utilization of the wide variety of credits.

Tax Return Prep Services for Expats

If you’re an ex-pat, you know that there are special rules and regulations when filing your taxes. It can be quite confusing and time-consuming to figure out on your own. Our tax advisor, knowledgeable in foreign filing requirements will work with you to navigate the process and simplify the filing for you

Tax Returns That Require Amendment 

A tax return may need to be updated for a variety of reasons. There might have been an error when it was initially filed. It’s possible that a tax regulation changed, and amending a return improves the taxpayer’s position. In any event, we can assist you if you need to make any changes to your tax return for any reason.

IRS Penalty Letters

Have you received one of the pesky IRS letters? It could be about underreported income or any of the following:

  • You have a balance due.
  • You are due a larger or smaller refund.
  • We have a question about your tax return.
  • We need to verify your identity.
  • We need additional information.
  • We changed your return.
  • We need to notify you of delays in processing your return.

The IRS wants to work with you. You should read the letter and respond. If it is beyond what you can handle, we will take care of it for you.

Tax Fraud

Every year, different people or agencies try to scam taxpayers by pretending to be from the IRS. Please keep in mind that the IRS will never call you about your return or ask for personal information over the phone. If you get a call like this, hang up and report it to the Treasury Inspector General for Tax Administration.

Here’s a link from the IRS to learn more about tax scams and unscrupulous preparers so you don’t become a victim of fraud.

https://www.irs.gov/compliance/criminal-investigation/tax-fraud-alerts

Self-Filer Support

Do you prepare your tax return by yourself, and you suddenly feel stuck, or wondering why the amount you owe increases every year?
As a prior Turbo Tax consultant, providing support to taxpayers, I have helped other taxpayers to navigate issues on their self-prepared tax return.

Back Taxes Filing

Are you behind on the filing of your taxes? Maybe you have 3-5 years of unfiled tax returns? We can help you get caught up so that you are tax-compliant and receive all the tax credits and deductions available to you.

Tax Return Preparation for Entrepreneurs

Although we at Katy Tax Advisor focus on doing taxes for individuals and families, we know many Americans are entrepreneurs (just like us!). Because of this, we are able to help you with tax filings related to, but not limited to partnerships, trusts, estates, foreign reporting, S-Corps and C-Corps LLCs, sole practitioners with businesses, and Real Estate Investors, to name a few. 

Complimentary Consultation Session

Our team offers complimentary, no-pressured initial consultation sessions to discuss how we can assist you with your tax preparation. Simply give us a call at (281) 574-8721 or set up a time that works for you! We would be more than happy to help you hash out any questions or concerns you may have.

Start Your Solution Today