A tax consultation provides expert guidance on tax-related matters, ensuring compliance with current regulations while optimizing financial outcomes. Our team stays informed on the latest legislative and regulatory updates, so you don’t have to navigate complex tax laws alone. Whether you need strategic tax planning, assistance with filings, or insights into deductions and credits, we’re here to help. Contact us today to see how we can support your financial goals. ​ For a tax consultation, you’ll need identification, income documents (W-2s, 1099s), previous tax returns, expense records, investment statements, business financials (if applicable), real estate documents, and any relevant loan or retirement account details.

Our advisors provide personalized tax preparation services designed to take the stress out of filing your personal taxes. With extensive experience and up-to-date knowledge of tax laws, we ensure accuracy while helping you maximize deductions and minimize liabilities. Whether your tax situation is simple or complex, we tailor our approach to fit your needs, offering guidance and support every step of the way. Our goal is to make the process seamless, so you can file with confidence and focus on what matters most.​ ​ For a smooth tax appointment, bring a photo ID, Social Security numbers, and bank details for direct deposit. Gather income documents like W-2s, 1099s, and rental income records. To maximize deductions, bring mortgage interest statements, tax records, donation receipts, and education or childcare expenses. Retirement contributions, health insurance forms, and last year’s tax return can also be helpful. Proper preparation ensures accurate filing and the best refund possible.

Our experts provide comprehensive business tax preparation services to help you stay compliant and maximize savings. Whether you run a small business or a large corporation, we ensure accurate filings, identify valuable deductions, and develop strategic tax plans. With in-depth knowledge of tax laws and regulations, we help minimize liabilities and optimize financial outcomes. Serving clients throughout the greater Houston area, we are committed to making the tax process smooth, efficient, and stress-free for your business.  ​ For a business tax preparation appointment, bring your EIN or Social Security Number, last year’s tax return, income records (profit & loss statement, bank statements, invoices), and expense documentation (receipts, payroll, rent, utilities). Include records of estimated tax payments, retirement contributions, and deductible expenses. Proper preparation ensures accurate filing, maximized deductions, and compliance.

Our Notary Public services provide reliable and professional assistance for all your notarization needs. We verify identities, witness signatures, and administer oaths for various legal documents, including contracts, affidavits, powers of attorney, and real estate documents. Whether for personal or business matters, our team ensures the process is secure, accurate, and compliant with state laws. We make notarization simple and efficient, offering peace of mind that your documents are properly executed.​ ​

Our title transfer services ensure a smooth and efficient process when transferring ownership of vehicles or property. We handle all necessary paperwork, including title verification, lien release, and registration, ensuring compliance with state and local regulations. Whether you’re buying, selling, or gifting an asset, our team makes the transfer process simple and stress-free, helping you complete the transaction with confidence. (This service only offered at the Rosslyn office location.)

Immigration services assist individuals with the legal processes of entering, living, and working in a new country. These services include help with visa applications, permanent residency, citizenship, work permits, family sponsorship, and asylum or refugee claims. They may be provided by government agencies, legal professionals, or authorized consultants who guide applicants through complex immigration laws and requirements. The goal of immigration services is to ensure that individuals meet all legal criteria and have the support they need for a successful transition to a new country. (This service is only provided at the Rosslyn office location.)