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.

What Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In The Woodlands

There comes a point when you hear news such as we all saw unfold over the weekend in London (and earlier in the week in Manchester, UK), and it's tempting to just go numb. It feels like survival, during these crazy times. But I'm fighting to care, and not just tune...

Aurelia Weems’ Story of Real Wealth

I'm specifically putting this together on Monday, November 7th, before Election Day, before we know the outcome of our long national sojourn. So many have been writing things like "I can't wait for this election to be over!" and I have felt the same. But now is when...

Common Sense Online Security for The Woodlands Families

I love technology, I truly do. I'm not always perfect at using it as well as I could, but we do make it a point around here to stay as up-to-date as possible with the technology of what we do (in tax preparation, accounting, etc.), as well as the numerous other apps,...

Four Simple Steps To Increase Productivity In The Woodlands

First of all, our hearts are with Sutherland Springs, TX. What a senseless, terrible tragedy for that community, and our nation. Words fail. +++ But as difficult as it is to "move on" from the remembrance of such things, our nation continues along with the arguments...

How To Plan For Retirement by Aurelia Weems

 The IRS is set to begin receiving tax returns on the 27th.That means, it's about to get VERY busy around here. Which is exactly how we like it.We've been preparing since the summer for this year's tax return process, integrating all of the nuggets we've been...

Aurelia E Weems, CPA’s 2017 Tax Preparation Checklist

Lots of things have been changing recently -- from Academy Award ratings (they're down), to mortgage rates (which have been rising), to the effective tax rates for most businesses and families in 2018 (which, you may have heard, have changed!). But we here at...

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...

The Woodlands Tax Expert on Making Sure Your 2014 Taxes Are Done Right

Labor day comes at me like a rush, every year. There's a corporate tax deadline on the 15th of September to keep me busy and focused ... but the truth of the matter is that the beginning of fall means that my team and I start to get real focused now. Winter is...

Aurelia Weems’ 6 Negotiation Tips To Get What You Want

Well, the brackets are set -- and the nation's collective basketball madness has begun. Billions fly around every year for this tournament (probably much of it not reported on Form W-2G!), and it's become a huge part of this season, as you no doubt know. But there...

Weems’ Key Reminders & Tax Savings During Troubling Times

It seems like every end-of-summer brings a similar refrain, just with different details. These past few weeks, we have been "blessed" with: Iran and nuclear weapons. Greece, the deteriorating European Union, and signs of serious shakiness in Chinese markets. (Indeed,...

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!