Let's Start the Conversation
Whether you have a tax question, need a quote, or are ready to schedule your consultation — we are here to help. Reach out by phone, visit our Houston office, or send us a message below.
How to Reach Us
Our team is available year-round — not just during tax season. We pride ourselves on being accessible and responsive.
Office Address
2603 Augusta Drive
Suite 115
Houston, TX 77057
Business Hours
Monday – Friday: 9:00 AM – 6:00 PM
Saturday: By appointment
Sunday: Closed
2603 Augusta Drive, Suite 115, Houston, TX 77057
Send Us a Message
Fill out the form below and a member of our team will get back to you within 24 hours.
What to Bring to Your First Appointment
A little preparation helps us make the most of your time. Here is what to have ready for your consultation.
For Individual Tax Preparation
- Government-issued photo ID
- Social Security cards for you and all dependents
- W-2s from all employers
- 1099s for interest, dividends, and freelance income
- Mortgage interest statement (Form 1098)
- Property tax records
- Investment statements and cost basis records
- Charitable donation receipts
- Last year's tax return
- Any IRS correspondence or notices received
For Business Tax Preparation
- Business tax ID (EIN) documentation
- Prior year business tax returns
- Profit & loss statement
- Balance sheet
- General ledger or QuickBooks file
- Bank and credit card statements
- Payroll records and tax filings
- Asset purchase records and depreciation schedules
- Business expense receipts organized by category
- Vehicle mileage log, if applicable
Prefer remote? We work with clients across Texas using secure portals, e-signatures, and video consultations. You get the same expert service from anywhere.
Ready to Keep More of What You Earn?
Your first consultation is free. Let's review your situation and identify every tax-saving opportunity available to you.