Question 1

When should I call about an IRS notice?

Accepted Answer

As soon as you receive it. Note the response date, keep the envelope and every page, and contact us before agreeing to a change or sending an incomplete response.

Question 2

Do I need tax planning if my return is already prepared?

Accepted Answer

Tax preparation explains what happened. Planning looks ahead while you still have choices about income, deductions, retirement contributions, and estimated payments.

Question 3

Do you work with individuals and businesses?

Accepted Answer

Yes. We serve individuals, small businesses, and wealth-management clients, and we can coordinate the tax and financial questions that overlap.

Question 4

Is the initial conversation free?

Accepted Answer

Yes. Call the office or use the secure contact form for a no-charge, no-obligation initial conference to discuss your situation and determine how we can help.

Tax planning in plain English, from a Houston CPA who used to work for the IRS.