
Helpful Tax Resources for Houston Taxpayers
Plain-English guides, checklists, and answers to help you prepare before your appointment. Everything here is general educational information — not tax advice for your specific situation.
Tax tips & articles
What Documents Do You Need to File Taxes in 2027?
A practical walk-through of the identification, income, and dependent documents most taxpayers need to gather before a tax appointment.
Read article Self-EmployedW-2 vs. 1099: What Houston Taxpayers Should Know
The difference between employee and contractor income shapes your filing, your deductions, and how you plan your payments.
Read article GeneralHow to Prepare for Your First Tax Appointment
A few small steps before your appointment can make the difference between a smooth filing and a back-and-forth chase for missing documents.
Read article IndividualCommon Tax Filing Mistakes and How to Avoid Them
The most frequent filing errors we see are preventable with a little organization and a careful review before submission.
Read article Self-EmployedFiling Taxes When Self-Employed in Texas
What self-employed Texans should know about income, expenses, estimated payments, and the federal self-employment tax.
Read article EstimatesHow Does a Preliminary Tax Refund Estimate Work?
An estimate is a starting point based on the information you provide — not a guarantee. Here's how to read it and use it well.
Read articleDon't miss key dates
Federal individual income tax returns are generally due on April 15 each year, though the IRS may adjust the exact date for a given tax year. Filing for a new tax year typically opens in late January. Confirm the current year's exact deadlines with our office or the IRS before relying on this general information.
Have a question we didn't cover?
Call our East Houston office or start your filing intake — we're happy to help.