For Small Businesses

What our Clients are saying

Aurelia has been my accountant for the past 4 years, and I have been very pleased with her responsiveness and quality of her work. Even though she is local, I really like how she had secure methods for exchanging tax documents online so I never need to go to her office. Her advice for my small business has been fantastic and I have had a much better experience with her than I did with my previous accountant.

Nick Pandiscio

Establish Greater Profitability and Business EffICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

Save On Your Taxes With Aurelia Weems’s Nine Tax Planning Questions

Tax Pro World is abuzz about the increase of the Social Security wage base standard.Well, I should clarify -- most of Tax Pro World is taking naps this week and not really thinking much about taxes whatsoever, ha! After all, that was one of the most epically...

Four Online Security Moves For The Woodlands People Right Now

Firstly, our hearts are broken for the victims of the shooting at the Garlic Festival in California on Monday (one of whom was a six-year-old boy). These events accumulate to paint a picture of deep pain buried within our modern culture, and it's important, in my...

Aurelia Weems, CPA Explains Why You Need An Estate Plan NOW

I'm once again spending my morning scattershooting around news in the tax industry, while simultaneously preparing for a sure-to-be-busier tax season here in the Woodlands area (thanks for all the recent referrals -- keep 'em coming!) AND navigating the perils of...

Four Keys to Achieving Financial Freedom by Aurelia Weems

I truly hope you enjoyed your Independence Day festivities. Perhaps you're still enjoying them? Interestingly, did you know that the Declaration of Independence was actually approved on July 2nd, and most of the delegates didn't sign it until August 2nd? While John...

What to Look For in an Executor of Estate

We work hard for our clients. Crafting elegant, tax-saving and easy-to-understand strategies to help you save on your taxes is a joy. And, of course, removing from our clients the annoying hassle of dealing closely with government paperwork, deadlines and personnel...

Aurelia Weems Discloses The Starting Point For Tax Planning

Last week, I wrote to you that we would be giving some attention to "tax planning". If you're not entirely familiar with the term, it's the process by which you make moves NOW (before year-end) that can pay off in significant savings by the time we actually fill out...

Filing Late On Taxes? You Might Actually Be Among The Woodlands’s Smartest

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously...

Aurelia Weems’ 2018 Tax Preparation Checklist

Yes, you *thought* 2017 was in the rearview mirror, didn't you? Well, not for the IRS it isn't. That's because, as you probably know, we are now beginning the process of doing what we do best: effectively, legally, and ethically reporting our clients' financial...

Aurelia Weems’ Six Steps For Dealing With Errors On Your Credit Card Statements

I write these emails on Mondays, and as of today, we don't yet know what kind of drama (if any) will occur during the presidential debate set for tonight. But regardless of all the political posturing, we're all facing so much emotion these days. From the Terence...

Estate Planning “Lessons” from Tony Soprano and From Your Friendly Woodlands Tax Service

The world certainly doesn't seem to slow down -- both here in the Woodlands area, and beyond -- does it? And now that the whole world doesn't get to distract itself with the Trayvon Martin / George Zimmerman murder trial, there will certainly be a new thing to...

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!