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.

All People Are Tax People by Aurelia Weems

... except, well ... when they aren't. Or when they have a question. Or when they have to deal directly with the IRS (yikes). Or when they have any kind of complications in their return. Or ... I could go on, but you get the point.The Super Bowl is behind us (congrats...

What You MUST Know About Health Care Tax (2014)

As much of the nation and world has been enjoying this holiday season, my team and I have been preparing for a season of a different kind -- TAX season. Sure, we've certainly been pausing to meditate on the beauty of the Christmas season, but it just so happens to...

Woodlands Tax Preparation Business Busts The Big Lie Told To College Grads (And Others)

Another summer is in the books here in the Woodlands area, with Labor Day now officially behind us. Around here at Team Weems, we're starting to prepare in earnest for Tax Season 2014, watching the IRS like a hawk (a couple of big moves last week -- about which I'll...

How to Stop Worrying by Aurelia Weems

There are so many things in our modern world that are true causes for concern. Whatever your politics, the atmosphere in Washington is tense. There is unrest across the culture, and a sense that many of the things that we have grown to rely upon aren't nearly as...

A Credit Freeze How-To, and Why Aurelia Weems Recommends It Now

I hope you're well today. This is the final week before extended returns are due (Monday, October 16th is the due date this year), so we are working hard with those clients who placed an extension on their filing to make sure that everything is set up and filed...

How Comprehensive Travel Insurance Can Help Families Avoid Vacation Nightmares

First off, a quick reminder that estimated taxes for the second quarter are due June 15th. This one always feels as if it came a little quick (2 months instead of the normal 3), so if this applies to you, you'll want to make sure you have that all set up in time....

Aurelia Weems’ Guiding Principles For Teaching Kids About Money

However you slice it, the schooling situation right now is tough, with no good options.If you are vehemently in favor of full-on school ... well, compassion would dictate that you would recognize that others are having more difficulty with that, for caution's sake or...

Smart Planning for Financial Independence in The Woodlands

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I'd like to speak some encouragement to you. A few people in The Woodlands wrote me saying that they were feeling...

Key Tips For The Woodlands Newlyweds On Marriage and Taxes

Do you know what the number one month is for weddings? Check today's date and there it is: June.With that fact in mind, I'm not sure where you currently fall on the wedding spectrum...Are many of your friends getting married? Are your friends' kids getting married?...

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

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!