I am very experienced at helping Texas residents save money on their tax returns. Filing your taxes can be a complicated process, but if done well, it can be a source of added income for you and your family.

My goal is to help taxpayers minimize their tax liability, help them file on time, and help them pay the lowest amount of tax allowed by law. I am aware of the various tax deadlines and I keep up to date regarding any changes to the tax law. I am very punctual, so I work hard to have all my clients' taxes filed on time!

I work closely in offering real estate tax consulting, IRS representation, budgeting, education planning, retirement planning, and personal financial statements.

Learn more about my Value Added Services.

I understand the accounting related to stock transactions. I have extensive experience related to stock transactions:

• Stock sales purchased and sold
• Stock options-exercised and expired
• Restricted Stock Units-collected
• Determining basis on stock sales
• IRS notices related to stock proceeds that went unreported
• Tax returns updated with IRS corrections and later amended to adjust basis related to stock transactions
• Calculate basis with transactions between accounts
• Understanding the advantages in being a stock trader as opposed to a stock investor

Its not uncommon to receive a 1099 B after you have filed your return. If you do, please notify me as soon as possible. If not, the IRS will assume a zero basis and send you a notice for additional tax due.

Feel free to contact me, directly to discuss how I can help you save more of your money.

What are the benefits of using a CPA for personal tax preparation?

Simply due to my experience, I am able to deal with a variety of difficult situations. If you don’t feel comfortable doing your own taxes, have an experienced CPA do it. An experienced CPA can help you minimize your tax liability. I may be aware of tax deductions you are not familiar with. Finally, just having a CPA can lend credibility to your situation.

Why is it better to hire a CPA instead of doing it yourself?

Personal tax software asks questions that are difficult to answer. I am able to ask questions in different ways that will help us both understand how to report your income and expenses. Since there are many different ways to report your financial data, my experience will help us to determine the best way to minimize your tax liability.