MAXIMIZE YOUR REFUND: TAKE ADVANTAGE OF EVERY CREDIT POSSIBLE

FILE WITH THE TAX ADVISOR

IN PERSON OR FROM THE COMFORT OF YOUR HOME

WE SPECIALIZE IN EXPEDIENT REFUNDS!

GET UP TO $7,500 SAME DAY CASH ADVANCE! YOU DESERVE THE MAX!

Welcome to The Tax Advisor & Associates, a leading income tax preparation firm. We specialize in serving individuals and self-employed clients, and we are committed to upholding the highest standards of integrity and professionalism in every client relationship.

Our mission is to ensure you receive the maximum refund possible while providing tailored guidance for your unique tax situation. At The Tax Advisor & Associates, you can expect exceptional customer service, with each client paired with a knowledgeable tax professional who is both empathetic and confident in navigating the complexities of tax preparation.

Let us help you take control of your taxes and secure the refund you deserve. Your financial success is our priority.

SERVICES WE PROVIDE

INDIVIDUAL TAX RETURNS

Our Individual Tax Return Services provide personalized assistance to help you navigate the complexities of filing your taxes. We ensure that you maximize your deductions and credits while adhering to all regulations. Whether you have a straightforward return or unique circumstances, our experts are here to simplify the process and secure the best possible outcome for you.

BUSINESS TAX RETURNS

Navigating taxes for your small business can be daunting, but our Small Business Tax Return Services are designed to lighten the load. We offer tailored solutions that consider your specific business structure and needs, ensuring compliance and maximizing your tax benefits. Let us handle the numbers so you can focus on what you do best—growing your business.

IP PIN SERVICE

An Identity Protection PIN (IP PIN) is a unique six-digit number designed to safeguard your tax identity. This essential security measure prevents unauthorized individuals from filing a tax return using your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN). The IP PIN is confidential, known only to you and the IRS, providing an added layer of verification.

AUDIT PROTECTION

Our Audit Protection service gives you peace of mind in the event of an IRS audit. We stand by your side, ready to provide expert representation and guidance throughout the audit process. With our experienced team on your side, you can feel confident that your rights are protected, and your interests are our priority.

BUSINESS STARTUP & MENTORSHIP

Are you ready to launch your own business? Our Tax Business Startup and Mentorship service is here to help you build a strong financial foundation. We offer comprehensive mentorship tailored to your needs, covering essential aspects such as business starups, strategic planning, tax registrations, tax law and compliance and much more.

SOCIAL MEDIA UNIVERSITY

In today’s digital world, effective social media presence is crucial for success. Our Social Media University offers training programs designed to empower individuals and businesses to leverage social platforms effectively. Learn the latest strategies, create engaging content, and boost your online visibility with our courses tailored to your unique needs.

STEP ONE :

SCHEDULE AN VIRTUAL OR IN-OFFICE APPOINTMENT WITH A TAX ADVISOR

FILE VIRTUAL

FILE IN OFFICE

STEP TWO :

FILL OUT THE CLIENT INTAKE FORM

FILL OUT THE CLIENT INTAKE FORM PRIOR TO YOUR SCHEDULED APPOINTMENT FOR A FASTER AND SMOOTHER PROCESS. IF YOU HAVE ANY QUESTIONS REGARDING THE CLIENT TAPE PRIOR TO FILLING OUT THE FORM, OUR TAX ADVISOR CAN ANSWER THEM.

STEP THREE :

FILE WITH A LIVE TAX ADVISOR

FILE WITH A TAX ADVISOR VIRTUALLY VIA THE ZOOM MEETING APP, OR IN THE OFFICE.

ADDRESS: 2880 BROADWAY BEND DRIVE, BUILDING 3, PEARLAND, TX 77584

OUR MISSION & PROMISE

TO OUR CLIENTS

At The Tax Advisor & Associates, our mission is to deliver exceptional service to our community, ensuring that your experience with us is efficient, straightforward, and enjoyable.

By choosing The Tax Advisor & Associates, you can trust that our clients will have a highly positive experience, leading them to recommend us to their family and friends. Our tax professionals bring in-depth expertise and industry-specific knowledge, allowing us to provide the insight and innovation necessary to maintain compliance and create value in every aspect of our business.

What documents do I need to prepare my taxes?

You will typically need documents such as W-2 forms, 1099 forms, investment income statements, mortgage interest statements, and records of any deductible expenses.

When is the tax filing deadline?

For most individuals, the tax filing deadline is April 15th. However, this date can vary, so it's important to double-check each year.

What are the benefits of using a professional tax preparer?

Professional tax preparers can help you maximize deductions, navigate complex tax laws, and ensure accurate and timely filing, potentially saving you time and money in the long run.

Can I e-file my taxes through your website?

Yes, we offer e-filing services to make the tax filing process convenient and efficient for our clients. }

What should I do if I can't pay my taxes in full by the deadline?

If you can't pay your taxes in full by the deadline, you should still file your return on time and pay as much as you can to minimize penalties and interest. You may also consider setting up a payment plan with the IRS.

What tax credits and deductions am I eligible for?

Our tax professionals can help you identify tax credits and deductions you may be eligible for based on your individual circumstances, potentially reducing your tax liability.

How long does it take to receive my tax refund?

The time it takes to receive a tax refund can vary, but e-filing and choosing direct deposit can generally speed up the process, with most refunds issued within 21 days of filing.

What if I have income from multiple states?

If you have income from multiple states, you may need to file state tax returns for each state where you earned income. Our tax experts can assist you with filing multi-state returns.

What records should I keep for tax purposes?

It's important to keep records of income, expenses, and other tax-related documents for at least three years. These records may include receipts, bank statements, and previous tax returns. }

What is the penalty for filing taxes late?

The penalty for filing taxes late is usually 5% of the unpaid taxes for each month or part of a month that a return is late, up to a maximum of 25%. If the return is more than 60 days late, the minimum penalty is $435 or 100% of the unpaid tax, whichever is less.

What happens after I submit my client data form?

One of our tax professionals will review your information and call within 24 hours for a free estimate.

How do I contact you about my free estimate?

You can contact us at Office: 832-654-1463 or Address: 2880 BROADWAY BEND DRIVE, BUILDING 3, PEARLAND, TX 77584

What documents do I need to verify my identification?

ID, Taxpayer Social Security Card, and Dependent Social Security Cards.

What documents do I need to verify my filing status and address?

Utility Bill, Lease, Cable Bill.

What documents do I need to verify my dependents’ relationship?

Birth certificate, Adoption statements, Government statements.

What documents do I need to verify my dependents’ residency?

Medical records, School records, Shot records, or Lease listing dependent names.

What documents do I need to verify my income?

W2, 1099’s, 1099‑K, Bank Statements, Receipt Book, Summary of Income & expenses, Records of Expenses, Financial Transactions, Reconstruction of Income & expenses, and any other income documents.

What supporting documents do I need to verify my small business or self‑employment income?

LLC, EIN, website, business pictures, prior year tax returns, business license, client testimonials, business plan, professional licenses, contracts & agreements, and business registration.

LOCATION

2880 BROADWAY BEND DRIVE, BUILDING 3, PEARLAND, TX 77584

CONTACT DETAILS

832-654-1463

support@thetaxadvisorandassociates.com