Tax preparation · IRS resolution · Houston + India desk
Every figure on your return traces back to a line we can show you.
1040, 1065, IRS notices, FBAR — each one prepared and documented, for years that go as planned and the ones that start with a notice.
- Forms filed: 1040 · 1040-NR · 1065 · FBAR
- Houston office + India desk — one file, two teams
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offices — Houston, Texas and Hyderabad, India
One team, one file — nothing changes hands between offices
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filing types handled without a referral out
Form 1040 · Form 1040-NR · Form 1065 · FinCEN Form 114
If a letter arrived
Find your notice by the code in the corner
It's printed in the top right corner, usually CP followed by a number, or a letter designation like LT11. Match yours below.
CP2000
Underreporter notice
The IRS compared your return against income reported by employers, banks, or brokers and found a difference. CP2000 is a proposed change, not a bill and not an audit. You can agree, partially agree, or respond with documentation showing the figures are already accounted for.
Response window
30 days
CP504
Intent to seize your refund
This is a collection notice, not a new determination — the balance was already assessed. It means the IRS intends to hold your state refund against it, and to move toward a levy on other property if it goes unresolved.
See the processLT11
Final notice of intent to levy
This notice opens a 30-day window to request a Collection Due Process hearing before the IRS can levy wages, bank accounts, or other property. Filing Form 12153 within that window preserves the right to appeal the collection action itself.
Response window
30 days
Other notices
Got a different letter?
CP14, CP90, Letter 2205, and dozens more each open a different clock. The full notice library breaks down what each one means and what responding looks like.
See the full notice tableServices
What we prepare, what we resolve, what we plan.
Four services, each with its own page for the forms handled, the process, and the cost. Filing from outside the US has its own lane below.
- Individual tax preparationForm 1040 and 1040-NR filing — W-2, self-employment, investment, and multi-state returns.1040 · 1040-NR
- Business & partnership returnsForm 1065 partnership filings and the state returns that ride alongside them, with bookkeeping tie-in for Houston-area small businesses.1065
- IRS problem resolutionLiens, levies, and IRS notices, worked from first call to closed case.CP2000 · CP504 · LT11
Already holding a notice? Match the code against the checklist above.
- Tax planningAnnual tax-saving analysis and multi-year strategy, reviewed with a CPA or tax attorney before decisions lock in.
The process
From first call to filed return
The same four steps whether this is a routine return or a notice you didn't expect — nothing extra gets added later.
- 01
A free 15-minute call
Tell us what's going on — a return, a letter you just opened, or planning for next year. We ask what we need to and tell you plainly what's involved. Nothing is uploaded or signed yet.
15 minutes · phone or video · no documents required
- 02
One encrypted link for your documents
Once we know what your case needs, we send one upload link — never an email attachment. Prior returns, W-2s and 1099s, Schedule C records, an IRS notice, FBAR-relevant statements: everything lands in one place your preparer can see.
One encrypted link · replaces email attachments entirely
- 03
Prepared, then reviewed with you
Your CPA or EA prepares the return or the case, then walks you through it before anything is filed — what changed, what was claimed and why, what a notice response actually says. You see the numbers before your signature does.
One review call · before anything is signed
- 04
Filed — and followed through
We file electronically and confirm the IRS has it. If a notice is part of your case, we track the response window in writing and tell you when there's something to act on — a clear next step, not a countdown.
E-file confirmed in 24–48 hours · deadlines tracked in writing
What sets the firm apart
What you can verify before you hire us
Four facts about how the firm operates, each one checkable — not adjectives about how good it is.
One named contact, not a queue
You are assigned one CPA or Enrolled Agent by name when you engage the firm. Every call, email, and WhatsApp message reaches that person directly — no hold line, no case number, no hand-off to a different rep each time you call.
One team, reviewing every file the same way
The same US-licensed CPAs, EAs, and tax attorneys review every return regardless of which office handled it — Houston or Hyderabad makes no difference to who signs your file.
One licensed reviewer, every return
Every return is prepared or reviewed by a CPA, Enrolled Agent, or tax attorney before it is filed — never software output alone. See the credential registry →
One encrypted portal, not email
Tax documents, Social Security numbers, and bank records move through one encrypted client portal — never as an email attachment. Portal access is limited to the CPA or EA assigned to your file.
Before you call
Questions people ask before the first call
Most of what worries people gets settled in the first fifteen minutes. This is the rest.
The next step
The first entry is a conversation, not a commitment.
Fifteen minutes on the phone covers what your return needs, what it costs, and what happens next — nothing is filed and nothing is billed until you say go.