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.

Aurelia Weems on Tax Planning: Early Withdrawals

Well The Woodlands area, our rite of spring is past. No, I'm not talking about Cinco De Mayo ... rather, the NFL Draft is over, and three precious days of watching paint dry come to an end. Ah, spring. Yes, I know serious football fans love this stuff (as do the...

Tax Extension Cheat Sheet

This has been an intense tax season. For those of us in the tax professional community, there have been emails, message board postings and blog posts flying about the difficulties that many have been facing with regards to all of the additional paperwork called for...

Why Price Reductions are Bad Positioning for (Almost) Any Business

Our hearts remain with those in Houston and, now, South Florida, who has been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

Five Productivity Tips for The Woodlands Busy Bodies

With Labor Day behind us, fall is just around the corner.(And a quick tax note: so are estimated taxes, if that applies to you. Due the 16th of this month. Consider yourself reminded. Though I will probably remind you once more.)Now ... fall. This can be a happy...

3+ Reasons Why The Woodlands Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our The Woodlands office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that...

Aurelia Weems CPA’s 5 Quick Tips for Teaching Kids About Money

We've seen many parents in our office these last few months, and we obviously go over tax returns, customized plans for saving more on taxes, as well as a variety of other strategies for handling their assets so that their children will, one day, be financially...

One Trump Tax Plan Mistake That Aurelia Weems Wants You To Avoid

The internet can be a confusing, anxiety-inducing space. The national news is downright scary (and tragic), and places that used to be the province of baby pictures and goofy status updates are becoming increasingly divided over cultural questions and differences....

Building a Better Personal Network In The Woodlands

We work a great deal with asset sheets and financial numbers for our The Woodlands clients. We're always on the hunt for ways that we can minimize tax burdens and be strategic about every available resource on behalf of The Woodlands families and people we serve. But...

The Top 12 2017 IRS Scams by Aurelia Weems

Every year around this time of year, the Treasury Department releases their list of the various shenanigans that criminals and the like try to pull around taxes. Obviously, this activity peaks around now, and so it's a very good idea to be on your guard. Last week,...

Aurelia Weems’ New Year’s Resolutions

Well, here we are in 2017. Rather eerie, in my opinion. As the holidays wind down, it means no more extended family (which might be a relief?), no more parties, no more presents. Just ... daily life in The Woodlands. And, in my opinion, this coming week is actually...

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!