Katy tax prep and planning
Tax prep for Katy business owners and high-income households.
Federal, state, and multi-state returns with planning before April. Work directly with Alex Sears, CPA.
BEST FIT
Built for the work you actually need done.
- S corp, partnership, and LLC owners
- Real estate investors with rentals, K-1s, or depreciation questions
- High-income households with estimates, equity comp, or multi-state filings
- Katy and West Houston clients who want direct CPA access
WHAT'S INCLUDED
Return preparation
Individual, business, federal, state, and multi-state returns scoped to your facts.
Quarterly planning
Estimated payments, withholding review, and year-end planning while changes still matter.
Business owner review
Reasonable compensation, distributions, accountable plans, and entity questions.
Notice support
Practical help if the IRS or a state agency sends a notice.
01
Free consult
A direct 30-minute call to understand your facts, timeline, and scope.
02
Written scope
You get a clear fixed-fee proposal before work begins.
03
Secure handoff
Documents move through secure online workflows, with in-person options for Houston-area clients.
04
CPA review
The work is reviewed with the tax and business context in view.
Do you only serve Katy clients?
No. The firm is headquartered in Katy, Texas, but serves clients across the United States through secure online workflows.
Can you help before year-end?
Yes. Planning is most useful before year-end, especially for estimates, entity decisions, payroll, and large transactions.
Do you handle business and personal returns together?
Yes. Many owner engagements include both entity returns and the owner personal return so the full tax picture is coordinated.
START HERE
Talk through your situation with a licensed Texas CPA.
No obligation. We will confirm fit, timing, and the likely scope before asking for documents.