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.
More Questions
Houston & Fort Bend County
Searching for tax preparation in Houston or a tax accountant near you? Michelet Financial prepares individual, self-employed, LLC and S-Corp returns with a full deduction review first — and a plan for next year after filing.
We serve Houston neighborhoods including Memorial, the Energy Corridor, Westchase and The Woodlands, plus Fort Bend County: Sugar Land, Missouri City, Stafford, Richmond, Rosenberg, Fulshear and Katy. Clients work with us by video call and secure document upload. Call (225) 396-5511.
W-2, investment income, rental property and multi-state returns.
LLC, S-Corp and partnership filings with entity and deduction review.
Quarterly estimates, home office, vehicle and retirement deductions.
Tax preparation for Fort Bend County households and business owners.
Texas has no state income tax, so most Houston residents file federal returns only. If you have income in other states, those filings are handled as part of the engagement.
Yes. Upload documents through our secure portal, review your return by video call, and file — same process in all 50 states.
Related Houston services: Tax Preparation Sugar Land · Small Business Tax Preparation · Self-Employed Tax Preparation · Tax Strategist Houston · Fractional CFO Houston · Business Valuation Houston · Business Broker Houston · Tax Accountant Houston · Amended Tax Return Guide · Houston High-Ticket Advisory Hub
Free Consultation
100% remote. We file in all 50 states. Response within 1 business day.
No spam. No pressure. We respond within 1 business day.
Quick answers
The scope may include organizing income records, reviewing eligible deductions and credits, preparing applicable federal and state returns, and resolving questions before filing.
Often. Entity returns, owner reporting, payroll, estimated payments, depreciation, and multi-state activity can require separate records and forms.
Start before the filing deadline, and earlier when records need cleanup or a transaction, entity election, or amended return may be involved.
Related: Small-business tax preparation · Self-employed and 1099 tax · Year-round tax planning
About the advisor
Brandt Michelet, Owner & CEO, Michelet Financial
15+ years in accounting and finance, including more than five years in a senior accounting role at Landry’s, Inc. (2017–2023), where he also worked for Tilman Fertitta, managing his finances. B.A. in Accounting and Finance, Southeastern Louisiana University. Founded Michelet Financial in Houston in 2023.
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.