Back to top

Tax Preparation

Financial Planning & Tax Office Inc. provides a wide range of services to individuals and businesses in a variety of industries. At Financial Planning & Tax Office Inc., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Tax Management Services

At Financial Planning & Tax Office Inc., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Request information about Tax Management Services belowBack To Top

Audits, Reviews, and Compilation

Financial Planning & Tax Office Inc.'s financial statement services comprise all three levels of assurance depending on your company's needs.


Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.


Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.


Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Request information about Audits, Reviews, and Compilation belowBack To Top

Financial and Retirement Planning

Financial Planning & Tax Office Inc.'s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Financial Planning & Tax Office Inc. can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Request information about Financial and Retirement Planning belowBack To Top

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

These services include but are not limited to:

  • Installment Agreements
  • Guaranteed Installment Agreements
  • Offer In Compromise
  • Injured Spouse Allocation
  • Innocent Spouse Relief
  • Repayment Removal
  • Liens & Levies

Request information about IRS Representation belowBack To Top

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Financial Planning & Tax Office Inc. can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Request information about Entity Selection and Restructuring belowBack To Top

Estate and Trust Planning

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Financial Planning & Tax Office Inc.'s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Request information about Estate and Trust Planning belowBack To Top

Tax Preparation

From individuals to businesses, and even Estates, Financial Planning & Tax office has been preparing and filling tax returns for over 25 years. We are up to date with the latest new and tax law changes to better serve you every tax season. We are licensed and certified Enrolled Agents. Financial Planning & Tax Office is one of the leading firms in and throughout the Houston area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve.

Our Tax Preparation Service includes but is not limited to:

  • Personal Income Taxes (1040, 1040A, 1040EZ)
  • Business Taxes (Sch C, 1065, 1120S, 1120)
  • Nonprofit (990, 990A)
  • Estate Taxes (1041)
  • State Tax Returns
  • Amended Tax Returns

Request information about Tax Preparation belowBack To Top

Information Request for Services Listed Above