New Year, New Services: What’s New for 2025

Happy New Year!

As the calendar turns to 2025, we’re excited to kick off the tax filing season with some big news and even bigger opportunities for our valued clients. This year, we’ve enhanced our service offerings to meet your needs better, providing tailored solutions and enhanced support to help you easily navigate the complexities of tax season.

Introducing Our New Service Bundles

We’ve heard your requests for more comprehensive tax planning and advice. In response, we’re proud to announce our new service bundles designed to provide added value and personalized support throughout the year.

1. Family Tax Management Bundle

This all-new bundle goes beyond traditional tax preparation and filing. Here’s what it includes:

  • Comprehensive Tax Preparation and Filing: The same reliable service you know and trust.
  • Custom 1-Year Tax Plan: Tailored to your family’s unique needs, this plan estimates your 2025 income tax and identifies strategies to minimize your tax liability.
  • Year-Round Access to a Tax Advisor: Do you, at times, have questions about your return or tax plan? Need guidance on a financial decision? Simply call or schedule a meeting with one of our advisors, and we will get your questions answered. We’re here to provide clarity and support whenever you need it.

This bundle is designed to give you peace of mind and confidence in your financial planning.

2. Family Tax Reporting-Only Package

For families in The Woodlands area, we continue to offer our trusted family tax reporting service. This includes:

  • High-quality tax preparation and filing services across more than 40 U.S. states and Canada.
  • The latest in digital tax technologies for accuracy, security, and seamless communication.
  • Access to your tax professional and our commitment to your satisfaction.

3. IRS Taxpayer Relief Package

Facing IRS inquiries can be stressful, but you don’t have to go it alone. Our IRS Taxpayer Relief Package offers expert representation without the high cost of a tax attorney. Whether you’re dealing with collections or an audit, our Enrolled Agents (EAs) will work diligently to resolve your case and protect your interests.

This package is available to anyone at any time you may need it.

4. Business Financial Management Bundle

Business owners, we’ve got you covered with this comprehensive new bundle:

  • Accounting and Reporting Services: Choose from year-end, quarter-end, and month-end financial reporting options.
  • Tax Reporting and Advice: Annual tax reporting and advice for your business.
  • Year-Round Access to Business Financial Advisors: Receive financial management guidance on a wide range of business decisions from seasoned experts.

This package ensures that your business’s financial health is in expert hands year-round.

5. Traditional Business Packages

We’ll also continue to offer our Business Accounting-Only Package and Business Tax and Advisory-Only Package for those who prefer these standalone options.

Your Prosperity is Our Purpose

Our mission is to empower you with the strategies, tools, and support to achieve greater financial success. We look forward to partnering with you this year and beyond.

To schedule a consultation with us, please give us a call at 281-214-2255, or email us at advisor@woodlands.tax.