Tax Preparation & Planning

Maximize your refund. Minimize your liability. Year-round tax expertise.

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Our Tax Services

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Personal Tax Returns

Individual and family tax returns with maximum deductions and credits. W-2, 1099, self-employed, and multi-state filing.

  • W-2 employees and 1099 contractors
  • Self-employed and gig workers
  • Rental property income reporting
  • Multi-state filing
  • Earned Income Tax Credit (EITC) maximization
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Business Tax Returns

LLC, S-Corp, C-Corp, and partnership returns. Quarterly estimates, payroll tax, and strategic planning.

  • LLC, S-Corp, C-Corp, Partnership returns
  • Quarterly estimated tax payments
  • Payroll tax compliance
  • Cost segregation studies for investors
  • Strategic tax planning for growth
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ITIN Applications

Certified Acceptance Agent services. We prepare and submit your W-7 application with the IRS.

  • IRS-authorized Certified Acceptance Agent
  • W-7 preparation and submission
  • Document review and authentication
  • ITIN renewal assistance
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Bookkeeping & Payroll

Monthly bookkeeping, payroll processing, QuickBooks setup, and financial reporting.

  • Monthly bookkeeping and reconciliation
  • QuickBooks / Xero setup and training
  • Payroll processing and compliance
  • Monthly and quarterly financial reports

Year-Round Tax Planning

Tax preparation is not just a once-a-year event. Our proactive approach helps you minimize taxes throughout the year with strategic planning, entity structuring, and deduction optimization.

  • Entity structure optimization (LLC vs S-Corp vs C-Corp)
  • Retirement account strategies (SEP IRA, Solo 401k)
  • Real estate investor tax strategies
  • Cost segregation for rental properties
  • Quarterly check-ins to optimize deductions
Schedule Tax Planning Session
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Powered by Lakay Tax Services

Our tax division operates under Lakay Tax Services β€” a trusted name in the Greater Houston community for over a decade. Certified, experienced, and dedicated to maximizing your refund.

10+

Years Experience

2,000+

Returns Filed

$5M+

In Refunds Secured

Tax FAQ

What documents do I need for tax preparation?

Bring your W-2s, 1099s, prior year return, Social Security cards (or ITIN), photo ID, and any deduction receipts (childcare, education, medical, charitable donations, business expenses).

Can I file taxes with an ITIN instead of SSN?

Yes! ITIN holders can file federal and state tax returns. We are Certified Acceptance Agents and can help you apply for an ITIN and file your return simultaneously.

Do you offer year-round tax services?

Absolutely. We offer bookkeeping, payroll, quarterly estimates, tax planning, and amended returns throughout the year β€” not just during tax season.

What if I haven’t filed in multiple years?

We can help you catch up. We prepare prior-year returns, help resolve IRS issues, and get you back in compliance β€” often with minimal penalties.

Maximize Your Refund This Year

Book your tax preparation appointment today. In-person or virtual β€” your choice.

Book Tax Appointment