Highly Rated Virtual Tax Services For Individuals,
In Houston, TX Tailored for Your Specific Needs.

Individual & Trust
Tax Compliance

At Whetzel & Co, we specialize in preparing individual and trust tax returns for business owners, wealth management clients, and high-net-worth individuals. We take the time to understand your entire financial picture, creating a tailored tax strategy for your unique situation. Our team ensures a stress-free, accurate, and efficient tax filing with a quick turnaround. With transparent pricing starting at just $250 and the option to pay-by-refund, we make the process simple and convenient. Trust us to handle your taxes while you focus on what matters most.

What Whetzel & Co. Clients Have to Say

“I couldn't be happier with the tax services provided by this firm! From start to finish, the process was smooth, and I was impressed with how thorough and efficient the team was. They not only handled my corporate tax return with great attention to detail but also recommended smart strategies that maximized my refund. The best part? The pay-by-refund option made the experience so much easier and cost-effective for my business. I didn’t have to worry about upfront costs, and everything was taken care of seamlessly. I highly recommend their services for anyone looking to simplify their tax process and save money.”

- R. Fowler

Tax Preparation

Filing your own taxes can leave you with more questions than answers. A study by the US General Accounting Office found that 77% of taxpayers felt they benefited from using a professional tax preparer. Tax laws are complex, and even simple returns can lead to missed deductions or credits.

Here’s what we offer:

  • A thorough review of your tax return using top software to minimize IRS issues.

  • Fast electronic filing for quicker refunds.

  • Tips to adjust your payroll withholding and get more back weekly.

  • Potential deductions to reduce next year’s tax liability, plus a list of commonly overlooked ones.

Got a mess with your business books? We’ll help clean them up, prepare your Schedule C, and set you up with an easy system for next year!

Tax Planning

Effective tax planning is the key to reducing your liability legally. We go beyond compliance, recommending proactive strategies to maximize your after-tax income. Our team stays updated on the latest tax laws, ensuring you pay the least amount of tax allowed by law. We work year-round to minimize your taxes, not just at year-end.

Our Tax Saving Strategies help you:

  • Grow and preserve assets by keeping more in your pocket.

  • Defer income to pay taxes later.

  • Reduce taxes on income, estates, gifts, investments, and retirement distributions.

A few strategies we use include:

  • Splitting income to lower tax brackets.

  • Shifting income or expenses between years for tax savings.

  • Deferring taxes with specific investments.

  • Using tax-exempt investments.

  • Structuring your finances for deductions on personal expenses.

We work for you, not the IRS, to set a strong foundation that will pay dividends in the years to come.