Plenty of preparers show up in tax season and disappear by summer. We work with you year round, focused on proactive planning, IRS problem resolution, and long-term strategy, not just filing a return once a year. With more than thirty years of experience, we help you plan ahead and keep more of what you earn.
We serve individuals, families, and business owners across the Houston area, many with complex tax situations. Our clients often include business owners, real estate professionals, contractors, and high earners who want experienced, strategic guidance rather than a one-size-fits-all approach.
Alfred has more than thirty years in the tax industry and has worked in taxes since he was fifteen. He's a former H&R Block franchise owner, a member of the Tax Rep Network, and the author of two books on taxes and wealth building. He also completes twenty-five to forty hours of continuing tax education every year.
Through proactive tax planning. Rather than reacting at filing time, we look for legal, proven strategies throughout the year, from income and retirement planning to entity structuring and estate considerations, so your tax bill reflects every opportunity you're entitled to.
Yes. We provide full audit defense, from preparing your documentation and reviewing your records to representing you directly before the IRS. You won't have to face the audit alone, and we work to protect your position and reach a fair outcome.
Absolutely, and you wouldn't be the first. We help clients resolve back taxes and file overdue returns, then work with the IRS on your behalf through options like payment plans, penalty abatement, and Offers in Compromise. The sooner we start, the more options you usually have.
Yes. Beyond tax preparation, we offer business consulting covering tax compliance, entity structuring, QuickBooks setup, and startup guidance. Whether you're launching a company or running an established one, we help you stay compliant and make tax-smart decisions all year.
Yes. We help clients plan for the efficient transfer of wealth and handle the tax side of estates and trusts, integrating it with your overall tax and financial strategy so more of what you've built stays in your family.
Both. We meet clients by appointment at our Sugar Land office, and we also offer remote consultations for anyone who prefers to work from home or lives outside the immediate area. Whatever's most convenient for you.
It starts with a free consultation. Reach out by phone or through our contact page, and we'll set up a time to talk through your situation, answer your questions, and figure out how we can help, with no pressure and no obligation.
Yes. We handle your documents and personal information carefully, keep every conversation private, and follow professional standards for confidentiality. Protecting sensitive financial information is a core part of how we work.
We're based in Sugar Land, Texas, and serve clients throughout the greater Houston area. Thanks to remote consultations, we're also able to help many clients beyond the immediate region.
It depends on the document, but as a general rule, keep tax returns and supporting records for at least three years, and some records longer. Our Record Retention Guide breaks it down, and we're glad to advise on your specific situation.
Often, yes. Marriage, a new child, buying or selling property, starting a business, or planning for retirement can all shift your tax picture. It's worth a conversation before the year ends, so we can plan ahead rather than react at filing time.