Tax preparation from people who know your name.
Insurance and taxes both come down to one thing — getting the details right. Our in-house tax team handles individual returns, small-business filings, and multi-state returns for Texans who want a real relationship, not an app.
An independent approach to tax services.
Insurance and taxes both come down to one thing — getting the details right. Our in-house tax team handles individual returns, small-business filings, and multi-state returns for Texans who want a real relationship, not an app.
We're not tied to a single carrier — which means our tax services recommendations are built around what's actually right for you, not whichever company we happen to represent. Every quote is shopped across a dozen top-rated Texas insurers, then presented to you side-by-side in plain English so you can see exactly what you're paying for and why.
- Individual tax return preparation (1040, schedules A–E)
- Small-business returns (Schedule C, S-corp, partnership)
- Rental property and multi-state filings
- IRS notice response and back-tax resolution
- ITIN application and renewal assistance
- Bilingual service — Spanish and English
Coverages inside a tax services policy.
Click any coverage below to read what it covers, why it matters, and how it applies to your situation.
Individual Tax Returns
Personal 1040 filings with every schedule and deduction reviewed.
Learn moreSmall Business Returns
Schedule C, S-corp (1120-S), and partnership (1065) filings.
Learn moreRental Property & Multi-State
Schedule E filings and multi-state returns for property owners.
Learn moreITIN Applications
ITIN (Individual Taxpayer Identification Number) filings and renewals.
Learn moreIRS Notice Response
Response, negotiation, and back-tax resolution for IRS letters.
Learn moreBilingual Tax Service
Preparación de impuestos en español e inglés.
Learn more
You should call us if…
You started a side business or gig work last year
You bought or sold a home, or invested in real estate
You received an IRS or state notice you don't understand
You have unfiled returns from prior years
You want the same team handling your insurance and your taxes
How we do this.
Document intake
Secure upload or drop-off — W-2s, 1099s, receipts, prior returns.
Preparer review
A licensed preparer builds and reviews your return, flagging any missed deductions.
Client review
We walk you through your return line by line before anything is filed.
E-file & follow-up
We e-file, monitor for acceptance, and follow up on any IRS correspondence.
A quiet, honest way to shop for insurance.
We're not the cheapest — we're the fairest. We show you exactly what carriers quoted, explain the trade-offs, and never sell you coverage you don't need.
"They walked me through every quote line by line. First time I've ever felt like my insurance agent was actually on my side."
Tax Services questions, answered.
Call (713) 773-1900 — a real person will answer during business hours.
Related services
Tax Services by city
Get your tax services quote today.
We'll compare tax services across a dozen top-rated Texas carriers and get back to you within one business day.