Woodlands Tax Advisors | Top Rated Tax Advisors in the Woodlands
Our Services
For Families, Businesses, and Nonprofits
Tax Preparation
Advisory Services
IRS Representation
Whether you’re a family, estate, business or non-profit, we serve you at one of these levels.
Contents
Pain-Free Digital Onboarding
Secure, Digital Tax Document Handling & Storage
Federal & State Income Tax Return Preparation
e-Authorizations and e-filing
Access to a Tax Advisor
Meeting with a Tax Advisor
Tax Saving Strategies
Annual Tax Savings Plan
Top Priorities Action Items
Dedicated Advisor & Priority Support
Year-end Tax Conference
REPORTING – ONLY
BUSINESS TAX ADVISORY
BUSINESS TAX REPORTING – ONLY
Pain-Free Digital Onboarding
Secure, Digital Tax Document Handling & Storage
Federal & State Income Tax Return Preparation
e-Authorizations and e-filing
Access to a Tax Advisor
BUSINESS TAX ADVISORY
Pain-Free Digital Onboarding
Secure, Digital Tax Document Handling & Storage
Federal & State Income Tax Return Preparation
e-Authorizations and e-filing
Access to a Tax Advisor
Meeting with a Tax Advisor
Annual Tax Savings Plan
Tax Savings Optimization
Top Priorities Action Items
Dedicated Advisor & Priority Support
Year-end Tax Conference
Family & Estate Income Tax Services
If you’re looking for a tax firm that will focus on your needs, look no further. Woodlands Tax Advisors offers a full range of professional tax services tailored to your specific circumstances. Our services are not a one-size fits all, nor do we ask you to fit into our “box.” We tailor our services to your specific concerns to address your highest priorities and provide you with the personal attention you should expect from a tax professional.
INCOME TAX REPORTING
Annual Income Tax Return
Annual Withholding Analysis
Tax Audit Defense on every return
e-sign authorizations & e-filing
Year-round access to your documents in our Secure Portal
Access to our Tax Advisors
INCOME TAX & ADVISORY
Annual Income Tax Preparation
Missed Tax Deduction Analysis
Periodic Withholding Analysis
Tax Audit Defense on every return
e-sign authorizations & e-filing
Year-round access to your documents in our Secure Portal
Meeting with a Tax Advisor
Annual Tax Savings Plan
Personalized Assistance with…
- Family Cash Flow Questions
- Family Net Worth Matters
- Financial Stability Concerns
Top Priorities Action Items
Business & Non-Profit Income Tax Services
Finally! The income tax services you really want. Woodlands Tax Advisors offers relevant professional tax services tailored to boards and business owners. Unlock the true potential of your organization’s cash flow with income tax planning. Integrating your goals with tax planning, we can save you income taxes and increase your cash flow.
INCOME TAX REPORTING
Review Books for Tax Readiness
Year-end Closing Adjustments
Annual Income Tax Return
Quarterly Payment Estimates
e-sign authorizations & e-filing
Year-round access to your documents in our Secure Portal
Access to our Tax Advisors
BUSINESS TAX & ADVISORY
Review Books for Tax Readiness
Year-end Closing Adjustments
Annual Income Tax Return
Quarterly Payment Estimates
e-sign authorizations & e-filing
Year-round access to your documents in our Secure Portal
Business Tax Strategies
Meetings with our Tax Advisors
Top Priorities Action Items
Quarterly P & L Review
Year-end Tax Planning
Audit & Collection Representation
Facing IRS inquiries? You don’t have to go it alone. Our Taxpayer Relief Packages offer expert representation to federal and state authorities. We tailor our tax representation services to the specifics of your situation and merits of your case. Our team of Enrolled Agents (EAs) and Attorneys are ready to defend your best interests and resolve your case.
If you’re facing any of these issues, don’t wait. Contact us now!
Compare the two options to work with us at Woodlands Tax Advisors and determine which one suits your tax and accounting needs.
PERSONAL TAX REPRESENTATION
Amending Income Tax Returns
Other Corrective Personal Filings
Reported Income Reconciliation
Personal Tax Audit Defense
Personal Collection Negotiation
Innocent Spouse Relief
Trust Fund Recovery Penalties
Complex or Novel Issues
BUSINESS TAX REPRESENTATION
Corrective Business Filings
Worker Misclassifications
Reconciling Information Returns
Business Tax Audit Defense
Business Collection Negotiation
Payroll Tax Debt Defense
Entity-Specific Allocation Issues
Sophisticated Tax Transactions
Woodlands Tax offers tax accounting services, strategic tax planning, business tax services, estate tax planning, and IRS representation to families and small businesses in The Woodlands, Texas. Our comprehensive range of professional services offers customized tax plans. Your financial prosperity is our purpose.
Woodlands Tax Advisors is an IRS Enrolled Agent!
As the tax codes and legislation are ever-changing and evolving, we make sure to evolve with it. Dana Jensen with Woodlands Tax is 1 of only 7 Enrolled Agents in The Woodlands. Being an Enrolled Agent (EA) means you are a federally authorized tax practitioner with expertise in taxation who has earned the privilege of representing taxpayers before the IRS. This is a tax advisor designation that allows us to represent you in front of the IRS. We advocate for you! If you need IRS representation, you know who to call!
Our Easy Tax Process
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.