Michelet Financial’s Houston tax work is strategy first: entity, timing, and mitigation, then filing from the plan. We also advise on M&A, valuations, P&L, and cash flow. Call (225) 396-5511.
Houston Tax Strategy
From Memorial W-2 households to Katy owner-operators and Sugar Land investors — Michelet Financial plans first, then files. The goal is legal mitigation and a return that matches the operating numbers, not a booth checklist.
W-2, investment income, rental properties, multi-state returns. We do a full deduction audit on every return — itemized vs. standard analysis included.
1099 income, home office, vehicle mileage, tools and equipment — we know exactly what Houston contractors can deduct and how to document it properly.
Depreciation, Section 179, passive loss rules, 1031 exchanges. Houston's investment property market creates major tax opportunities — we find them all.
Serving all of Greater Houston and Fort Bend County. Also available nationwide via video call.
Book Free ConsultationFAQs
Why Not H&R Block or TurboTax?
Big box tax chains and software file what you give them. We go looking for what you missed. Here's what that looks like in practice.
| What You Get | H&R Block / TurboTax | Big Ass Tax Returns |
|---|---|---|
| Full deduction audit before filing | ✗ | ✓ Every return |
| Year-round tax planning | ✗ | ✓ Included |
| Same preparer every year | ✗ Rotates | ✓ Always Brandt |
| Prior year amendment review | Extra fee | ✓ We check |
| Business tax strategy | ✗ | ✓ Specialty |
The Process
In-person in Houston or 100% remote — same process, same results, all 50 states.
15-minute call to understand your situation — income sources, deductions, goals. We identify your biggest opportunities before we quote a price.
Upload your W-2s, 1099s, and supporting docs through our encrypted portal. No faxing, no driving across town. We'll send a checklist so you don't miss anything.
Before we file a single form, we do a full deduction audit — comparing itemized vs. standard, finding every credit you qualify for, checking prior year returns for missed opportunities.
We file your return and walk you through exactly what we found. Then we set up a tax strategy for next year so you're not scrambling in April again.
What We Find
Most taxpayers leave money on the table every single year. Here are the categories we audit on every return.
If you work from home — even part-time — you may qualify for the home office deduction. We calculate both the simplified and actual-expense methods and take the larger one.
Business mileage is one of the most underclaimed deductions. At $0.67/mile in 2024, 10,000 business miles = $6,700 deduction. We audit your driving records and maximize this every time.
Houston homeowners often overpay because they don't itemize or miss their full 1098 deduction. We compare itemized vs. standard deduction on every homeowner return.
IRA, SEP-IRA, Solo 401(k) — contributions made before tax day reduce your taxable income dollar for dollar. We identify how much you can contribute and how to structure it.
Self-employed individuals can deduct 100% of health insurance premiums for themselves and their family. Most tax software misses this when combined with marketplace plans.
Capital gains, crypto, RSUs, stock options, rental income — Houston's growing investment class needs strategic tax handling. We minimize your capital gains exposure every year.
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Michelet Financial services
M&A advisory, business valuations, P&L management, cash-flow optimization, investment advisory, and tax strategy — Houston-based, nationwide remote. Call (225) 396-5511.