CPA & Tax Services in Katy, TX

Katy, Texas is one of the most dynamic business hubs in the Greater Houston area. From business centers around I-10 and West Park Toll Road to the retail and industrial parks, Katy is home to thriving businesses and growing families.

Led by Timothy Whetzel, CPA, Whetzel & Co has built a reputation for personalized tax strategies that reduce your tax burden and ensure compliance. We bring a deep understanding of Katy’s economic environment to every engagement.

Whether you’re a business owner in Katy Business Park, a professional in Cinco Ranch, or a family managing investments across West Houston, we’re here to help.

Comprehensive CPA Services for Katy, TX Businesses and Individuals

Whetzel & Co provides full-service accounting, tax preparation, and financial advisory services to businesses and individuals throughout Katy, Texas. Our firm combines the personalized attention of a local CPA with the technical expertise needed to navigate complex tax situations. Whether you operate a small business along the I-10 corridor, manage rental properties in Cinco Ranch, or need individual tax planning for your growing family, our team delivers results that matter.

Tax Preparation and Filing Services in Katy

Our Katy tax preparation services cover every filing need. We prepare individual returns (Form 1040) for W-2 employees, self-employed professionals, and retirees. For business owners, we handle S-Corporation (1120-S), C-Corporation (1120), partnership (1065), and sole proprietorship (Schedule C) returns. Every return is reviewed for accuracy and optimized to minimize your tax liability while maintaining full IRS compliance.

We also handle Texas Franchise Tax filings for Katy-based businesses, multi-state returns for professionals who work across state lines, and amended returns when prior filings need correction.

Bookkeeping and Accounting for Katy Small Businesses

Keeping your books organized is the foundation of sound financial management. Our bookkeeping services for Katy businesses include monthly transaction recording, bank and credit card reconciliation, accounts payable and receivable management, and financial statement preparation. We work with QuickBooks and other major accounting platforms to keep your records clean and audit-ready throughout the year.

Fractional CFO and Financial Advisory

Growing Katy businesses often need strategic financial guidance without the cost of a full-time CFO. Our fractional CFO services provide cash flow forecasting, budgeting, KPI development, and strategic financial planning. We help business owners in Katy make informed decisions about expansion, financing, and profitability.

Real Estate Accounting and Tax Planning

Katy’s strong real estate market means many residents own rental properties or invest in commercial real estate. We specialize in rental property tax preparation, cost segregation studies, 1031 exchange planning, passive activity loss rules, and entity structuring for real estate investors. Our expertise helps Katy property owners maximize depreciation deductions and minimize capital gains exposure.

Tax Resolution Services

If you are facing IRS issues such as unfiled returns, back taxes, wage garnishments, or tax liens, our tax resolution team can help. We represent Katy taxpayers before the IRS and work toward solutions including installment agreements, offers in compromise, penalty abatement, and currently not collectible status.

Serving Katy Neighborhoods and Surrounding Areas

Our firm serves clients throughout the Katy area, including Cinco Ranch, Seven Meadows, Firethorne, Cross Creek Ranch, Elyson, Cane Island, and the Katy Business Park corridor along I-10. We also serve nearby communities including Fulshear, Brookshire, and west Houston. Our office is conveniently accessible from the Grand Parkway (Highway 99) and Interstate 10.

Why Katy Residents and Business Owners Choose Whetzel & Co

Timothy Whetzel, CPA, brings hands-on experience working with Katy’s diverse business community. From restaurants and retail shops along Katy Mills to professional services firms and construction companies, we understand the industries that drive Katy’s economy. Our approach is straightforward: we learn your situation, develop a personalized tax strategy, and stay available year-round for questions and planning.

Frequently Asked Questions

Do you have an office in Katy?

We serve Katy clients from our Houston-area office and offer virtual consultations for your convenience. We are happy to meet in person or work remotely based on your preference.

What industries do you serve in Katy?

We work with a wide range of Katy businesses including restaurants, retail, construction, real estate, professional services, medical practices, and e-commerce companies.

Can you help with back taxes or IRS problems?

Yes. We offer full tax resolution services for Katy residents dealing with unfiled returns, IRS notices, wage garnishments, or outstanding tax debt.

Schedule a Free Consultation

Ready to work with a CPA who understands Katy’s business landscape? Contact Whetzel & Co today for a free consultation. Call us at (832) 594-0339 or reach out online to get started.