Tax Services

Tricia prefers to take a proactive vs. reactive approach to tax services.  By keeping current on new tax laws and legislation she is in a position to identify key tax planning opportunities that minimize both her clients' current and future tax liabilities.  Tricia provides both her individual and business clients with taxation expertise and knowledge throughout the year.  Tax services include but are not limited to:

  • Individual Tax Returns (Federal and State) 
    click here for tax document checklist

  • Business Tax Returns (Corporations, LLC's and Partnerships)

  • Texas Franchise Tax returns

  • Estates, Trusts and Gift Returns

  • Not-for-profit Organizations

  • Taxing Authority Representation

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