Tax PreparationServingSan Antonio, Texas

Pricing is based on the forms your return actually requires and the volume of activity in your books — not on a percentage of your refund, ever.

You get a flat quote in writing before any work begins, and it does not change unless we discover something new in your records and you approve it first.

Individual returns, business returns, franchise tax filings, and monthly bookkeeping are each quoted separately so you only pay for the work you need.

Jacob Reyes holds a Bachelor of Business Administration in Management from the University of Texas at San Antonio and has spent 15 years preparing taxes and running books for individuals and small businesses.

He is currently completing CPA coursework at San Antonio College toward CPA licensure and an MBA at Western Governors University.

Returns are prepared and signed by a registered paid preparer — you are never handed off to seasonal, untrained help.

A straightforward individual return is usually finished within a few business days of receiving your complete documents. Business returns, multi-state filings, and returns with rental or self-employment income take longer because they deserve longer.

January through mid-April fills quickly, so booking early gets you the calendar you want. Outside of filing season, appointments are typically available the same week.

If you are missing a document, we will tell you exactly what to chase rather than guessing and amending later.

No. Clients across San Antonio and throughout Texas work with us entirely remotely — documents are exchanged securely, and we review your return with you by phone or video before anything is filed.

If you prefer to sit down in person, in-person appointments are available. Many business clients do the first meeting face to face and everything after that remotely.

Photo ID, Social Security or ITIN numbers for everyone on the return, all income documents (W-2s, 1099s, K-1s), and last year's return if you have it.

For a business, bring your entity paperwork, EIN letter, and your books or bank statements for the year — however organized they currently are. Sorting messy records is part of the job, not a reason to delay.

You will get a short checklist ahead of your appointment so nothing gets missed.

Bring it to us. Reading IRS and Texas Comptroller notices and answering them properly is a service we provide, including drafting the written response through our letter writing service.

If the notice concerns a return prepared here, we stand behind our work and will correct any error we made at no charge to you.

Do not ignore a notice or call the number on it before we have read it — most letters have a response deadline, and most are resolvable with the right paperwork.

Yes. Business formation, EIN registration, and the Texas franchise tax filings that follow are all handled in-house, so the entity you form is one that actually fits how you plan to be taxed.

From there, bookkeeping, payroll, tax planning, and consulting keep the entity current instead of scrambling every spring.

Formation choices affect your tax bill for years, so that conversation happens before the paperwork is filed, not after.

Before December 31. Once the calendar year closes, most planning levers — entity elections, retirement contributions, equipment timing, owner compensation — are already locked in.

A planning session in the fall usually pays for itself, and it means April is a filing formality rather than a surprise.