Woodlands Tax Advisors

Taxes done with a personal touch

Sure, we’ll do your taxes. We’ll also advise you for long-term financial success.

Income Tax Filing

We help you every step of the way

Advisory Services

Combined approach to businesses and families

IRS Representation

Certified to represent you to the IRS

Are you looking for ways to save money on your taxes?

Founder of Woodlands Tax Advisors walking down hallway with colleague

We take a holistic approach to taxes by:

Comprehensive Consultation

Meet face-to-face and respond promptly to understand your financial concerns and keep you informed.

Tailored Tax Planning

Develop personalized tax plans that optimize finances year-round, identify overlooked deductions and credits, and reduce liabilities.

Maximized Benefits

Implement strategies to leverage business tax credits and maximize overall tax savings.

For 3 Consecutive Years, we are proud to be named ‘Best Accountant & Tax Service in The Woodlands’!

Woodlands Tax Advisors image of the Best of The Woodlands 2023
Woodlands Tax Advisors image of the Best of The Woodlands 2024
Woodlands Tax Advisors image of the Best of The Woodlands 2024

"Always goes above and beyond. More than just tax services!"

The average tax return takes about
20 hours to complete

With Woodlands Tax Advisors we can help,

 

Closeup image of a tax advisor showing a client a calculator and their savings

Identify Deductions and Credits

Tax professionals are adept at uncovering deductions and credits that individuals might overlook, potentially reducing tax liabilities.

Closeup Image of a tax return with money and calculator on top

Avoid Errors and Penalties

Errors in tax filings can lead to penalties or missed refunds. We ensure accuracy in our proven method that minimizes the risk of costly mistakes.

Image of a tax advisor helping a couple understand their taxes

Save Time & Money

Hiring a professional gives you back previous time to focus on your priorities or other income-generating activies.

Meet Dana Jensen, Enrolled Agent

Firm Founder and Practice Leader

Taxes can be confusing and complicated. Out team of competent tax professionals take the time to understand your individual financial concerns. We ensure compliance with the law and are willing to create a tax plan to minimize your income taxes, leaving more of your hard-earned money. We guide you through our step-by-step process to eliminate the stress and headache of income taxes.
Image of Woodlands Tax Advisors founder Dana Jensen

Our Easy Tax Process

  • Dana and team are the best, highly recommend!

    Josh Cherry Avatar Josh C.
    May 30, 2025

    Dana and William were great. They are very friendly and professional. They answered all of my questions and are very responsive. Their client portal is very user friendly. The whole... read more

    Some Girl * Avatar Some G.
    February 27, 2025

    After doing business with Dana, and Woodlands Tax, they proved to be very caring, knowledgeable, and professional. Kept in contact with me throughout the process making it very easy, and... read more

    RODRIGO DABAGHI Avatar RODRIGO D.
    June 27, 2023
  • Always goes above and beyond. More than just tax services!

    Billy Morgan Avatar Billy M.
    June 27, 2023

Our Community Partners

We don't only work in The Woodlands, we live here too, and we love to get involved in our community!

Woodlands Tax Advisors image of the logo of The Woodlands Area Chamber of Commerce
Woodlands Tax Advisors image of the logo of Admittance to practice before the IRS
Woodlands Tax Advisors image of the logo of The Woodlands Arts Council
Woodlands Tax Advisors image of the logo of The Woodlands Arts Council
Woodlands Tax Advisors image of the logo of Admittance to practice before the IRS
Woodlands Tax Advisors image of the logo of The Woodlands Area Chamber of Commerce
Woodlands Tax Advisors image of the logo of The Woodlands Arts Council
Woodlands Tax Advisors image of the logo of The Woodlands Arts Council

FAQ

Services Offered by Woodlands Tax Advisors

What services do Woodlands Tax Advisors offer?

We serve our tax clients in three main ways:

  • Tax Compliance: We handle your tax returns, making sure they are done correctly and filed on time. This is especially helpful for those concerned about meeting the strict requirements of the U.S. income tax system.
  • Tax Reduction: We provide effective, money-saving strategies to help you lower your income tax expenses.
  • IRS Representation: We assist those facing IRS collections and audits by representing you directly to the IRS and resolving those matters.

How can Woodlands Tax Advisors benefit my business?

We help your business in several ways:

  • Accurate and Timely Filing: We ensure your business tax returns are completed correctly and on time.
  • Finding Tax Breaks: We find every eligible tax break, carefully track your suspended losses, and develop effective tax-saving strategies.

Expert Guidance: We keep you informed about relevant changes in tax laws and watch out for potential tax hazards for your business.

What kind of business is Woodlands Tax Advisors?

Woodlands Tax Advisors is a team of highly qualified professionals specializing in income tax compliance, strategies, and representation. Our tax professionals are highly educated, graduates of Income Tax School, and hold or are pursuing relevant certifications. We are dedicated to building a trusted relationship and providing exceptional service to every client.

How does Woodlands Tax Advisors customize their services?

We take a personalized approach by listening to our clients to understand their specific needs and challenges. This allows us to tailor our services to your concerns and provide ongoing coaching to help you achieve your goals. As we get to know you, we offer continuous advice and advocacy.

How can Woodlands Tax Advisors assist with tax matters?

We can either handle your tax matters for you or guide you in the right direction. We help families, businesses, and non-profits comply with tax laws, implement tax-saving strategies, and proactively manage their financial affairs. We'll stand by you, stand up for you, and even stand in for you.

Contact, Location, and Additional Services

How can I contact Woodlands Tax Advisors?

You can reach us in a few ways:

  • Call us: (281) 214-2255, Monday through Friday, 9:00 a.m. to 5:00 p.m.
  • Email us: Send us a message anytime at advisor@woodlands.tax.
  • Visit us: Schedule an appointment to meet with us at our office, located across the street from Waterway Square.

Do you offer online resources for clients?

Yes. We are a digital company with a personal touch. We provide year-round access to our secure client file-sharing portal and send out periodic newsletters with important tax updates.

How can Woodlands Tax Advisors assist with tax planning?

We offer customized, proactive tax reduction plans. These plans identify specific strategies tailored to your income and stage of life, and most offer significant tax savings either now or in the future.

What accounting services are available for businesses?

We offer comprehensive financial review and income tax services to ensure you have meaningful financial reports and accurate tax returns. Through our flagship practice, Danisher Consulting, we also provide year-round financial management oversight, acting as your surrogate Controller or Chief Financial Officer.

Do you provide retirement planning assistance?

Yes. We are very familiar with the tax challenges facing those with significant retirement assets. We work with clients nearing or in retirement to minimize the impact of income taxes on their retirement income and inherited retirement accounts.

Where is Woodlands Tax Advisors located?

Our main office is at 21 Waterway Avenue, Suite 300, in The Woodlands, directly across the street from Waterway Square. We share a parking garage with the Marriott and are always happy to meet new neighbors.

Do I need to make an appointment before visiting the office?

Yes, please contact us beforehand to schedule a visit. You can do this by emailing advisor@woodlands.tax completing our contact form, or calling our office. We never charge to make a new friend.

Questions? Contact a Tax Advisor.

Do you have questions about your current tax situation? We’d love to help! Please submit a contact form and we’ll be in touch soon!

Dana founder of Woodlands Tax Advisors sitting at computer