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.

Practical Tips For Your Estate Plan

First off (and this doesn't necessarily affect all of our clients), just a quick reminder thatthe second quarter estimated taxes are due on June 15th. This is the quarter that always sneaks up on everyone, as it's only two months after April 15th -- so don't get...

Aurelia Weems On: Avoiding An Audit On Your Taxes (Part 1 of 2)

Sometimes I see a story which reminds me of the very reasons why I started doing what I do, here at this Woodlands tax preparation business. Not every Woodlands tax professional is the same -- some of us got into this business simply because we were pretty darn good...

Aurelia Weems’ Financial Goals By Age

Despite what they're saying about the low TV ratings for these Olympics, almost everyone I know is talking about them. Michael Phelps, Simone Biles, Simone Manuel, Usain Bolt ... the great stories are flying at us so fast that it's almost hard to keep track. I'm so...

Weems’ Key Reminders for the Chaos in Charlottesville, Politics and Abroad

Open (and evil) racial violence in Charlottesville. Political turmoil all over Washington. An ever-inflating stock market. War drums from North Korea. TOTAL SOLAR ECLIPSE. Every summer, it seems we hit a point in which it feels like everything is fraying at the edges...

A Tax Day Thank You From Aurelia Weems

Lifting my heavily-lidded eyes to peer up through the haze of government forms and procedures, I peek at the calendar, which today said: April 17. (If any of the above sounded slightly poetic, that's the coffee talking; I'm a The Woodlands tax accountant, after all.)...

Efficient, Timely and Accurate

I find Aurelia a highly competent and very personable professional. Her work was efficient, timely and accurate. I highly recommend her. Randy W Geology advisor at Southwestern Energy

Aurelia Weems CPA On The Omnibus Spending Bill And A Prayer For The Holidays

  It's Monday the 21st today, as I put this email together. We're hard at work, digesting all of the tax provisions in the huge "omnibus" spending bill that was passed on Friday. We'll be taking a few days to break and be with our families for some holiday...

Aurelia Weems’ Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

Five Common Retirement Strategy Mistakes We’ve Seen in The Woodlands

The IRS just began receiving tax returns this week, and we are cranking and grooving along, finding all kinds of savings on behalf of our Magnolia, Conroe and The Woodlands clients ... as well as chomping at the bit to help them on THIS year's taxes. Truly, the more...

Aurelia Weems’ Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

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!