Tax Planning & Preparation

Leave All Your Tax Needs in Our Experienced Hands

We have extensive tax advisory experience serving businesses of all types, regardless of industry, size, or entity type, as well as individuals, estates and trusts. We understand how a heavy tax burden can negatively impact your business and personal finances. This is precisely why we take a hands-on approach to proper tax planning to achieve your immediate and long-term tax goals. Our tax specialists work closely with you to make certain that you are taking full advantage of all tax saving opportunities to preserve your bottom line and personal wealth. We can help you in the following areas:

  • Tax Return Preparation — we provide timely and accurate services for businesses, individuals, estates and trusts.
  • IRS Representation — we have extensive experience with tax audits, non-filed returns, back taxes owed and more. We work directly with the IRS on your behalf. Leave all the details to us.
  • Estate and Gift Tax Planning — our dedicated, highly-experienced professional staff can assist you with all your personal wealth matters, helping to secure your family’s financial future.

Client Center

- Individual Clients
- Business Clients
- Client Employee

Join a scheduled video meeting with our staff.

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Phone: 281-420-1040 • Fax: 281-420-2040
Email: rhonda.spell@bwjames.com