- Serving Taxpayers Since 1993
- File In Person or Fully Virtual
- Year-Round Help, Not Just Tax Season
- Nonprofit & Church Specialists
- Flexible Refund & Payment Options
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Texas skips the state income tax, so in Katy the federal return carries the whole load. That sounds simpler, and in some ways it is. It also means one missed form, one W-4 that is off, or one stock sale nobody planned for goes straight onto your IRS bill, with no state return in the picture to catch it. We help Katy households and business owners look ahead before the year closes. When a letter does arrive, we help you make sense of it and answer it. You get both from one office, open all year.
What Tax Planning and IRS Problems Do You Have?
Maybe you moved here from California, Illinois or New York, and your paycheck grew because no state tax comes out. Then April came and the federal bill was bigger than you planned. Maybe you work in the Energy Corridor and a block of company stock vested, and the tax held back on it fell short. Maybe you bought a new house in Cross Creek Ranch or Elyson and never checked whether itemizing now beats the standard deduction.
Then there are the letters. A CP2000 that says you left off a stock sale. A notice that a credit was changed or a child was removed. A Comptroller letter about a franchise tax report your LLC never sent. Some people skipped a year during a move and now are not sure where to begin.
Free software will file a return. It will not sit with you and compare a notice to what you sent, and it will not ask whether your old state still expects a part-year return. People who answer a letter alone often pay more than they owe, or let the reply date slip past. A second set of eyes costs less than either mistake.
Our Tax Planning and IRS Help Services
Tax Planning in Katy is a sit-down look at this year while it is still open. We estimate your federal tax, check your W-4 against your real income, and show you the moves that are left, like a retirement deposit, an estimated payment or extra withholding on a bonus. Families who just moved here and people paid partly in stock tend to get the most out of it.
When an envelope from the IRS shows up, IRS Notice & Letter Help in Katy starts by reading the notice next to the return it talks about. We explain what the agency changed and why. Then we help you understand the letter and respond before the date printed on it, prepare the corrected or missing return if one is needed, and help you request a payment plan if paying in full is not possible.
If you already filed and later found a mistake, Amended Tax Returns in Katy set the record straight. A late 1099-B, a dependent you forgot, a credit you missed, or the wrong move date on your old state’s return can all be fixed. You see the change in your refund or balance before anything is sent.
Behind on filing? Prior-Year & Late Tax Returns in Katy brings you current one year at a time. We pull your wage and income records from the IRS when the papers are gone, prepare each missing return with that year’s rules, and give you the totals up front. If a refund was owed to you, filing is the only way to get it, and that window does not stay open forever.
Tax Planning and IRS Help for Katy Homes and Businesses
Katy keeps growing, and growth brings tax questions. Master-planned neighborhoods like Cinco Ranch, Firethorne, Jordan Ranch and Elyson fill up with first-time owners who now pay mortgage interest and property tax for the first time. Those costs can change whether you itemize, and the right answer can flip from one year to the next as your loan balance drops.
Business owners run on their own calendar. Every Texas LLC and corporation files a franchise tax report with the Comptroller by May 15. The Texas Comptroller’s franchise tax page sets the 2026 no-tax-due threshold at 2.65 million dollars, yet a business under that line still files its Public Information Report or Ownership Information Report. Owners who skip it because they did not owe anything are often the ones who get a letter later. We explain what the Comptroller is asking and how it lines up with your federal return.
We work with clients from Katy, Fulshear, Brookshire, Richmond, Simonton and the Energy Corridor, and many more who file with us online. Our office on Kingsland Boulevard sits near the Grand Parkway and I-10.
Why Choose Us for Tax Planning and IRS Help
Our business has prepared tax returns since 1993. That is more than 30 years of reading notices, fixing returns and planning around life changes. We stay open all year, Monday through Friday from 10 to 6 and Saturday from 10 to 4, so a notice that arrives in September gets read in September. You can meet us on Kingsland Boulevard, or send everything online and talk by phone. We look at your situation first and tell you the fee before any work starts.
This work is part of the year-round tax help in Katy, Texas that our Kingsland office offers.
Our Tax Planning & IRS Help Services in Katy
Tax Planning
A federal tax projection for this year, with the withholding and payment moves you can still make.
IRS Notice & Letter Help
We read the notice next to your return and help you answer it by the date it gives.
Amended Tax Returns
Correct a missing 1099, a skipped credit or a first-year homeowner deduction on a filed return.
Prior-Year & Late Tax Returns
Rebuild missing years from IRS records and file them in a sensible order.
Common Questions
Does Texas send its own tax letters to individuals?
Not for income tax, since Texas does not have one. Letters about your personal return come from the IRS. If you lived in another state for part of last year, that state may still write to you about a part-year return. Business owners can also hear from the Texas Comptroller about franchise or sales tax.
I just moved to Katy. Do I still file in my old state?
Often, yes. Most states with an income tax expect a part-year return for the months you lived there, and some tax income from a job or rental inside their borders even after you leave. We look at your move date and your W-2s and tell you which returns are due.
When is the best time for a planning visit?
Late summer or early fall works well for most people, because there is still time to change your withholding or make a payment before December 31. If your company stock vests on a set schedule, plan a visit a month or two before the big vest date.