Tax Services

Tax and Accounting Services in Cincinnati and Katy

Personal returns, business taxes, bookkeeping, payroll, and church and nonprofit accounting, from two offices that are open all year.

This is the full list of what Staples Tax & Financial Service does, at our Cincinnati office on North Bend Road and our Katy office on Kingsland Boulevard. Pick the group that fits what you need, then the specific service. Not sure where your situation fits? Call (513) 995-8182 and we will tell you in a minute or two.

Tax Planning & IRS Help in Cincinnati

Letters, amendments, late returns and planning ahead are all handled in our Cincinnati tax consulting services.

Tax Planning

Owed more than you expected last April? A planning visit in the fall can change what you owe next time.

IRS Notice & Letter Help

Got a letter from the IRS, Ohio or the city? Bring it in. We read it with you and help you answer on time.

Amended Tax Returns

Found a missing form or a mistake after you filed? We correct the federal, Ohio and city returns together.

Prior-Year & Late Tax Returns

Missed a year or more? We gather the records, prepare each return, and help you plan what comes next.

Small Business Accounting in Cincinnati

Owners, contractors and truckers start with our accounting services for Cincinnati businesses.

Business Tax Preparation

Partnership and S corporation returns are due in March, a month ahead of yours. We can start on them today.

Self-Employed & Schedule C Returns

Got 1099s, app income or cash jobs? We report it the right way and help you plan for next year's bill.

Business Startup & Entity Setup

Pick the right structure and get your tax numbers in order before the first sale, not after the first notice.

IFTA Fuel Tax Filing

Send us your miles and fuel receipts. We prepare and file the quarterly return so you can stay on the road.

Bookkeeping Services in Cincinnati

Monthly books, cleanups and year-end statements are covered in our Cincinnati bookkeeping help.

Bookkeeping Cleanup & Catch-Up

Six months behind or three years behind, we sort the old transactions and bring your books current so you can file.

Financial Statement Preparation

A bank, landlord or board wants your numbers. We turn your records into an income statement and balance sheet they can read.

Accounting System Setup

Starting fresh or starting over? We build a simple bookkeeping system around your business, in QuickBooks Online or Desktop.

Payroll Services in Cincinnati

Running payroll, deposits and year-end forms are part of our payroll help for Cincinnati employers.

Payroll Tax Filing

Federal deposits, Forms 941 and 940, Ohio withholding and school district tax, deposited and filed for you.

W-2 & 1099 Preparation

Year-end forms for your employees and contractors, prepared, sent and filed before the deadline.

Nonprofit & Church Accounting in Cincinnati

From starting up to the annual 990, see our church and nonprofit services in Cincinnati.

501(c)(3) Application

Donors and grant makers want to see your IRS letter. We help you prepare the application that gets you there.

Form 990 Preparation

The 990 is the yearly report that keeps a tax-exempt group exempt. We prepare it, file it and keep a copy ready for the state.

Church Bookkeeping

Sunday's offering, the building fund and the light bill, all recorded in the right place and matched to the bank every month.

Church & Nonprofit Payroll

Your pastor and your secretary follow different tax rules. We run payroll so each one is paid and reported the right way.

Start a Nonprofit

Incorporation, a federal ID number, IRS status and state registration, taken one step at a time.

Nonprofit Budgeting & Board Reports

Your board is responsible for the money. We build a budget from what really comes in and prepare reports members can follow.

Ohio Charitable Registration

IRS approval is only half of it. Most Ohio charities also owe the state a registration and a yearly report.

Individual Tax Returns in Cincinnati

Cincinnati City Income Tax Returns

Live or work in Cincinnati? We file the city return with your federal and Ohio returns and check every credit.

Rental Property Tax Preparation

Own a single-family rental, a double or a few units? We report the rent, track the expenses and handle depreciation.

Clergy & Minister Tax Returns

Housing allowance, self-employment tax and church pay all follow special rules. We prepare minister returns every year.

Tax Refund Options

Direct deposit, a prepaid card, an office check, fees taken from your refund, or a refund advance. We show you the cost and timing of each.

Tax Planning & IRS Help in Katy

Letters, amendments, late returns and planning ahead are all handled in our Katy tax consulting services.

Tax Planning

Stock that vests, a move from another state, a new house in Fulshear. Plan for the federal bill before December 31.

IRS Notice & Letter Help

A notice from the IRS can feel like an emergency. Bring it to our Kingsland office and we will go through it with you, page by page.

Amended Tax Returns

Found a form or a credit after you filed? A Form 1040-X fixes it, and you see the result before it goes in.

Prior-Year & Late Tax Returns

Missed a year or more? We help you rebuild the records and file each return, starting with the ones that matter most.

Small Business Accounting in Katy

Owners, contractors and truckers start with our accounting services for Katy businesses.

Business Tax Preparation

Your company return feeds every owner's 1040. We prepare both, so the numbers line up.

Self-Employed & Schedule C Returns

Consulting, app driving or side gigs? We report the income, claim the costs, and plan next year's payments.

Business Startup & Entity Setup

Formation papers, tax numbers and state accounts, lined up before your first sale or first hire.

Texas Franchise Tax Reports

Under the no-tax-due line? Your company likely still owes the state a report. We prepare it and get it filed.

IFTA Fuel Tax Filing

Send us your state miles and fuel receipts each quarter. We prepare and file the Texas IFTA return while you keep hauling.

Bookkeeping Services in Katy

Monthly books, cleanups and year-end statements are covered in our Katy bookkeeping help.

Bookkeeping Cleanup & Catch-Up

Missed months, a bookkeeper who left, or a year that got away. We rebuild the books so your returns can go out.

Financial Statement Preparation

An income statement and balance sheet built from your books, ready when a bank, landlord or board asks.

Accounting System Setup

New business, new church or a fresh start after a cleanup? We set up QuickBooks around how your money really moves.

Payroll Services in Katy

Running payroll, deposits and year-end forms are part of our payroll help for Katy employers.

Payroll Tax Filing

Federal deposits, Form 941 each quarter and Form 940 each year, made and filed on time for you.

W-2 & 1099 Preparation

Year-end W-2s for employees and 1099-NEC forms for contractors, prepared, sent and filed on time.

Nonprofit & Church Accounting in Katy

From starting up to the annual 990, see our church and nonprofit services in Katy.

501(c)(3) Application

Donors, grant makers and the Texas Comptroller all ask for your IRS determination letter. Getting it starts with a clean application.

Form 990 Preparation

Booster clubs, charities and foundations owe the IRS a yearly return. We work out which one you owe and file it on time.

Church Bookkeeping

Tithes, building fund gifts and mission money, each recorded where it belongs and matched to the bank every month.

Church & Nonprofit Payroll

Clergy pay follows its own rules. Everyone else follows the regular ones. We keep both straight every pay period.

Start a Nonprofit

Texas formation, a federal ID number, IRS status and state exemption, taken in the order that keeps you out of trouble.

Nonprofit Budgeting & Board Reports

Your board approves the budget and answers for the money. We plan it around what really comes in and report on it every month.

Texas Nonprofit Tax Exemption

Your IRS letter doesn't cover Texas taxes on its own. We help you apply for franchise and sales tax exemption and explain the property tax side.

Individual Tax Returns in Katy

Rental Property Tax Preparation

Renting out a house in Cinco Ranch, or the one you left in another state? We prepare Schedule E so the numbers hold up.

Clergy & Minister Tax Returns

Housing allowance, self-employment tax and wedding fees all follow special rules. We prepare returns for pastors who serve around Katy.

Tax Refund Options

Direct deposit, fees taken from your refund, a prepaid card or a check. See what each one costs and how long it takes before you pick.

Staples Tax & Financial Service

Not Sure What You Need?

Call (513) 995-8182 and tell us what is going on. We will point you to the right service.