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 To Do When The Taxes Are Done, Per Your Favorite Woodlands Tax Office

What a terrible week we suffered through as a nation last week. I'm still trying to process all of it, honestly, here in my Woodlands tax office. Life does continue, however, and as such we're starting to catch our breath around here, after a busier-than-normal tax...

Will a Trump Tax Cut (or Raise) Affect You in The Woodlands?

There's a lot of chatter around Washington and the media (at least the media which cares about such things) about a tax cut, and whether or not the Trump administration is actually going to do anything of substance in this area. And, of course, there's talk about tax...

When Amending a Tax Return Is Right for The Woodlands Taxpayers

Here we are in May. The tax deadline is in the rearview … and we’re still here for our Montgomery County friends. Ready to rock on your behalf. Today I’m talking about second chances.Ctrl + Z. Ever used that keyboard shortcut? It’s also known as the “undo” button...

4 Very Common Mistakes Woodlands Investors Should Avoid When Opening An IRA

There are so many different messages coming out of DC, per the media, that if you try to make sense of it all through the mass media lens, then you're bound to work at cross purposes with yourself. There's the Republican health care bill, and the current version of...

The Woodlands Taxpayers, How to Get 2021 Tax Filing Documents in Order

Before I jump into discussing tax filing documents, I hope it's okay that I spare you all of the "new year, new you" stuff.If you're anything like me, you’re being inundated with rehashed well-wishes and generic, happy-clappy "time to set some goals!!!" talk.And I...

Financial Mindset Management for Our The Woodlands Tax Clients

Based on the history of events over the course of the last few decades (both here in The Woodlands, Conroe and Magnolia and beyond), you might have thought that world events would have slowed down in the last week -- that there could begin to be some sense of...

Focus Training For Folks In The Woodlands

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

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...

Aurelia Weems’ Insights on Good Debt Vs Bad Debt

Before I jump into outlining good debt vs bad debt for all those in The Woodlands trying to tackle their personal debt, let’s touch on some news from everyone’s not-so-favorite government agency. Late last week (Friday news dump?), ye olde Internal Revenue Service...

Aurelia E Weems, CPA: When Our Tax Policy Affects Families

For us here at Aurelia E. Weems, CPA, things are heating up. Tax documents are trickling out (organizations have until Monday, Feb. 2 to send everything your way), electronic filing of returns became possible last week (we've already filed a few!), and our phone has...

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!