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PE CPA PLLC

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Tax Planning and Preparation

At PE CPA, completing a tax return is only the beginning. Our tax planning and preparation services stretch beyond the basics to protect you and your business.

For both personal and business taxes, careful planning is necessary to legally, effectively, and successfully lower annual federal tax bills long before the actual tax return is prepared.

With over 40-years of shared experience, we put our keen understanding to work for you with a comprehensive approach to tax planning and preparation for individuals, partnerships, corporations, estates, and trusts. Our approach We accurately assess your current situation first before focusing on your future goals. By utilizing current accounting records and projections to make tax-planning suggestions, our clients are equipped to make more beneficial decisions when it counts.

What we do

PE CPA provides peace of mind by preparing all of your personal and business returns including: payroll taxes, sales taxes, and federal income taxes for your business, estate, or trust. That means your reports are filed and paid on time to all authoritative bodies.

Overwhelmed? If years have passed without the ability, time, or know-how to make timely tax filings and payments, PE CPA can assist with putting a stop to threatening letters to levy your assets, and get your account(s) resolved – all while preparing you for a successful future. Being behind on your taxes can feel overwhelming. Here at PE CPA, our team understands how to negotiate with the IRS. Together we’ll help you and your business get into and remain in compliance.

Book your free consultation

PE CPA eliminates stress from tax planning and preparation. Our ongoing education ensures you knowledge and continual training to benefit you while complying with IRS regulations. Our initial consultations are free and include an assessment of the last two years (minimum) of personal and/or business tax returns along with current records. Schedule a free consultation with our office, located in Magnolia, TX.

Clear pricing options

At PE CPA you’ll never be surprised with an exorbitant bill. As a boutique firm, we offer upfront pricing to every client. Contact us today to book your free consultation.

Proven tax planning and preparation

Need trusted tax planning and preparation services you can count on? PE CPA specializes in:

  • Construction accounting
  • Contractors and subcontractors accounting
  • Home repair service accounting
  • Real Estate investors, brokers, and Realtors accounting
  • Non-profit accounting

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Who we are

Driven tax experts dedicated to improving your everyday life, our team truly values your hard work.

Your goals and ambitions are our priority, which is why we’re prepared to be more than your CPA! We’re trusted friends and advocates.

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