Houston Personal Income Tax Preparation Services

Your Personal Taxes Done Right

Houston Personal Income Tax Preparation Services

We find every tax deduction available so you get the most from your tax return.

Houston Let Us Help You Get The Most From Your Tax Return

Individual Income Tax Preparation With A Personal Touch

When it comes to tax preparation, whether we like it or not, even filing the simplest forms can be complicated. Although tax software has increasingly made it popular to prepare your own return, there are deductions and credits that they are not inclined or intuitive enough to reference. When you sit down with a tax professional at TRC Financial and Tax Service, we interview and probe for the information that you may not even know was applicable to your tax preparation.

Whatever your circumstances may be, we are here to lead you in the right direction, and provide advice to help get you through life’s challenges. Our goal is to make the process as easy as possible for you and minimize your tax liability and maximize your tax refund. We provide individual tax preparation with the personalization that software packages cannot provide. We have the experience, skill, and dedication to help get the most out of your experience with TRC Financial and Tax Service for your tax preparation needs.

pricing

Affordable Personal Tax Preparation In Houston

Not sure which tax preparation pricing you fit into? No problem! Just give us a call and we will take a few moments to get to know you and your situation and advise you on the best course of action for filing your personal tax return.

We Can Help, Even If You Can’t Come To Us!

We currently offer multiple filing and payment options for our personal income tax filers. We currently use one of the most efficient tax software available to prepare and assist our clients with their filing needs. The drake® desktop version streamlines our E-filing and fee collection process from start to finish. Through drake® we are able to offer low-priced bank products.

With drake® we save time with error diagnostic tools built into the interface or the program, and navigate e-filing errors with links to forms needing correction. drake® also allows us to maximize client refunds, with planning and advisory tools.

We Also Offer Bank Product Solutions With Santa Barbara

Tax Products Group®

We have partnered with the Santa Barbara Tax Products Group (TPG) for over 30 years. We have developed an ongoing relationship with the bank to offer our clients the best solutions the industry has to offer for their personal income tax preparation. TPG taxpayer Refund Advance gets results with loan amounts increasing annually, loans available earlier than ever. 

With over 33 years of experience, TPG continues to deliver the highest level of customer support, with a reputation for the best program to help tax professionals succeed.

Tax Refund & Payment Options

Tax Refund & Payment Options

Have your tax refund or the proceeds of your Refund Transfer loaded directly into the Green Dot® Prepaid Visa® Card. Clients that pay-by-refund can now request Green Dot and access their refund immediately. Clients that choose Green Dot are notified when their refund is ready and can use their card wherever Green Dot® Prepaid Visa® Card is accepted.

Choose direct deposit to have your tax refund payment automatically deposited into your checking or savings account.

Have the IRS mail your tax refund check to your home. Or if you purchase a Refund Transfer you can choose a check for an additional fee. The Refund Transfer allows you to pay nothing out of pocket the day you file for your tax preparation and related fees and other authorized amounts, which are deducted from your refund after all our services are complete.

Need Help Finding Your Refund? Click Here.

How can you pay for your Tax Preparation Fees?

With our Refund Transfer, you can pay your tax preparation and related fees and other authorized amounts with your refund. Your fees are deducted directly from your tax refund after all our services are complete.

And of course, you can also pay your tax preparation fees with cash, check, debit card, or credit card.

Download To Help You Prepare Your Information Before You Come In

Preparation Resources

How To Choose A Tax Professional In Houston – Important Considerations

According to the IRS, it is important to choose carefully when hiring an individual or firm to prepare a tax return. A few things to be aware of in order to avoid fraud are:

  • Look for a preparer who is available year-round. In the event questions come up about a tax return, taxpayers may need to contact the preparer after the filing season is over.
  • Ask if the preparer has an IRS Preparer Tax Identification Number (PTIN). Paid tax return preparers are required to register with the IRS, have a PTIN and include it on tax returns.
  • Check the preparer’s history. Check the Better Business Bureau website for information about the preparer. Look for disciplinary actions and the license status for credentialed preparers. For CPAs, check with the State Board of Accountancy. For attorneys, check with the State Bar Association. For Enrolled Agents, go to IRS.gov and search for “verify enrolled agent status” or check the Directory. Check out our BBB profile & rating.
  • Ask about service fees. Avoid preparers who base fees on a percentage of their client’s refund or boast bigger refunds than their competition. Don’t give tax documents, Social Security numbers or other information to a preparer if merely inquiring about their services and fees. Unfortunately, some unscrupulous preparers have used this information to improperly file returns without the taxpayer’s permission.

At TRC Financial and Tax Service, we care about your experience from the time you walk into our doors, until the time you leave. We will answer all your questions, and always provide friendly, knowledgeable support to overcome any of your concerns. Your satisfaction with your experience and tax preparation is our top priority.

Do you have a highly specific or complicated tax situation? If so, TRC Financial and Tax Service has a tax professional that can help make sense of it all. Maybe your tax needs are more basic? We can help you file your taxes quickly and efficiently. Whatever your tax preparation needs are, you’ll find the help you need at our office. Our office is a one stop shop.

Professional Houston Tax Preparation & Bookkeeping Services

What Our Clients Have To Say About Us

We want to pay you!

Refer A Friend & Earn Big!

Why not pay for your tax preparation with referral earnings?

Take advantage of our referral program by telling a friend or family member about your great experience, and we will pay you $25 per person.
Refer 3 people, and get a bonus of $100 instead of $75.

Referral period is within a single calendar year. Payment made when referral completes their services.

Earn $25 for your first two referrals. Refer three people and get $100!

We'll share with you tax tips that will help you maximize every deduction and minimize your tax liability.