How much does tax preparation cost in Houston TX?

Tax preparation fees in Houston vary by complexity. Simple W-2 returns typically cost $150–$300. Self-employed and small business returns run $300–$800. Call (225) 396-5511 for a quote.

What documents do I need for tax preparation?

Bring: W-2s and 1099s, Social Security numbers for all dependents, last year's tax return, receipts for deductible expenses, mortgage interest statements (Form 1098), and any IRS notices received.

Can you help me if I owe back taxes to the IRS?

Yes. Big Ass Tax Returns can help negotiate IRS payment plans, file unfiled returns, and resolve tax debt. Call (225) 396-5511 for a confidential consultation.

What is the deadline for filing taxes in Texas?

The federal income tax deadline is typically April 15. Extensions push the filing deadline to October 15 but do not extend the payment deadline. Texas has no state income tax.

How do I maximize my tax refund as a self-employed Houston resident?

Track all business expenses (mileage, home office, equipment, software), max out SEP-IRA contributions, and deduct health insurance premiums. Self-employed filers consistently get larger refunds when working with a professional.

Fractional CFO — All 50 States

A CFO for Your Business Without the Full-Time Salary

Last updated: May 2026 — Information current as of this date

You have outgrown bookkeeping but cannot justify a $250,000 CFO. A fractional CFO gives you senior financial leadership — forecasting, strategy, and clean reporting — for a fraction of the cost. Serving businesses in all 50 states.

Book Free Consultation 📞 (225) 396-5511

Fractional CFO

Senior Financial Leadership, Scaled to Your Business

Most growing companies hit the same wall: the bookkeeper closes the books, but nobody is steering the financial strategy. A fractional CFO fills that gap — owning cash flow forecasting, margin analysis, capital planning, and the financial reporting your bank, board or buyers expect — on a part-time engagement sized to what you actually need.

📉

Cash Flow Forecasting

Rolling forecasts so you know your cash position months out and can plan hiring, inventory and capital with confidence.

📈

Financial Strategy

Pricing, margin and capital-structure decisions backed by analysis rather than instinct.

📋

Management Reporting

Clean monthly reporting packages your bank, investors or board can actually use.

🏦

Working Capital & Financing

Optimize working capital and prepare the financials that lenders and investors require.

💼

M&A and Exit Readiness

Get the books, KPIs and structure in shape well before a sale or acquisition.

🧠

Tax-Integrated Planning

Because we are also a tax firm, financial strategy and tax strategy are coordinated instead of siloed.

Our Philosophy

Investment Strategy Integrated with Tax Strategy

The standard investment advisory approach is: pick good investments, diversify, stay the course. That’s not wrong — but it leaves an enormous amount of value on the table by ignoring the tax dimension of every investment decision.

At Michelet Financial, every investment recommendation is evaluated for its after-tax return. We coordinate investment timing with your annual tax plan. We position assets to minimize your lifetime tax burden — not just your return this year.

The result is an investment strategy that works harder for you — not because we pick better stocks, but because we keep more of what the market gives you.

The Tax-Investment Integration

✓ Asset location: tax-inefficient assets in tax-deferred accounts, growth in Roth
✓ Tax-loss harvesting timed with gains to minimize net capital gains exposure
✓ Roth conversion strategy in low-income years to build tax-free retirement wealth
✓ Investment decisions coordinated with income timing to manage tax brackets
✓ Charitable giving of appreciated assets to eliminate capital gains entirely

FAQ

Investment Advisory Questions

What is a fractional CFO?

A fractional CFO is an experienced financial executive who works with your business part-time, providing the strategy, forecasting and reporting a full-time CFO would — at a fraction of the cost. Call (225) 396-5511 for a free consultation.

When does a business need a fractional CFO?

Common triggers: revenue growing faster than your financial visibility, cash flow that feels unpredictable, preparing for a loan, raise, acquisition or sale, or a board and bank asking for reporting you cannot produce.

How much does a fractional CFO cost?

Far less than a full-time CFO, who typically commands $200,000 or more plus benefits. We scope a flat monthly engagement based on the work you actually need. Your first consultation is free.

Is this different from bookkeeping or accounting?

Yes. Bookkeeping records transactions and accounting reports history. A fractional CFO uses that data to drive forward-looking decisions — forecasting, strategy, capital and profitability.

Do you offer fractional CFO services nationwide?

Yes. Engagements are delivered virtually to clients in all 50 states.

Free Consultation

Get Started — Free Consult

100% virtual. Serving clients in all 50 states. Response within 1 business day.

No spam. No pressure. We respond within 1 business day.