Tax planning and tax strategy for business owners in Houston and Katy.
A free 15 minute call. Prefer to write? Send a message.
A CPA tax advisor who projects your year and finds the moves still open before December 31. Entity choice, S corp owner pay, retirement plans and timing, planned during the year, not at filing.
5.0 on Google from 18 reviews
“He communicates well, explains anything you need and is always available.”
What clients say
“He was punctual, responding promptly to my inquiries and keeping me informed at every step.”
“He works quickly and has an excellent system for tracking expenses.”
A tax strategy, not just a tax return.
A tax return reports what already happened. Tax planning is the work a tax advisor does during the year, while there is still time to change the result. That is where most of the savings for a business owner are.
Alex Sears is a licensed Texas CPA and tax consultant based in Katy, working with business owners and high-income households across Houston. The plan built during the year is carried through on the return he prepares, so nothing gets lost between advice and filing.
Who this is for
- Business owners in Houston and Katy who only hear about taxes once a year, at filing
- S corporation owners weighing salary, distributions, and retirement contributions
- High-income households with equity compensation, bonuses, or multi-state income
- Anyone facing a large transaction, a business sale, or a sharp change in income
What's included
- Year-end tax planning
- A projection of where the year is heading and the moves still available before December 31.
- S corp tax planning
- Reasonable owner pay, distributions, and whether the entity structure keeps tax low.
- Retirement plan strategy
- Using SEP, SIMPLE, 401(k), or defined benefit contributions to cut taxable income.
- Timing and deductions
- Timing income, expenses, and large purchases, and capturing the deductions you qualify for.
How it works
Free consult
A direct 15 minute call to understand your facts, timeline and scope.
Written scope
You get a clear fixed-fee proposal before any work begins.
Secure handoff
Documents move through secure online workflows, or in person around Houston.
CPA review
Alex reviews the work with your tax and business picture in view.
Common questions
Have something specific? Send a message.
Both. Alex Sears is a licensed Texas CPA who plans with you during the year and prepares the return, so the plan is carried onto the return.
Tax preparation reports what already happened. Tax planning happens during the year, while there is still time to change the result.
The earlier in the year the better. Most planning moves must be in place before December 31, and some before a transaction closes.
Yes. Planning and preparation work best together, so the plan built during the year is carried through on the return.
Who you are booking with
- Firm
- Alex Sears CPA LLC
- CPA
- Alex Sears, licensed in Texas. Verify the license with TSBPA
- Office
- Katy, Texas. Online and in person across the Houston area.
- Phone
- (832) 677-0085
- Hours
- Monday to Friday, 8am to 6pm Central
Related services
Talk through your situation with a licensed Texas CPA.
No obligation. We confirm fit, timing and the likely scope before asking for documents.
Messages get a personal reply within one business day.