Why Choose Society Of Wealth?

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 Your bookkeeping database is crucial to producing accurate financial reports.  Financial reports support your federal and state tax returns and are necessary for other essential reporting requirements such as bank loan applications, audits, and most importantly, management decisions.     

Our bookkeeping service includes:

• Setup – We will set up your chart of accounts, connecting your banks and credit cards, and assist you with the bookkeeping basics.
• Monthly – On a monthly basis, we will categorize your transactions and reconcile your accounts. 
• Close – At the end of each month, we will prepare and send to you, key financial reports including the Profit & Loss and the Balance Sheet
• Review and Analysis – During your monthly scheduled appointment, we will review your financial reports and answer questions you may have concerning your books.
• If you would like to receive more information about our tax preparation services, please call us at (713) 635-9630 or contact us. 

 With today’s complex and often changing tax code, tax preparation has become much more difficult to attempt on your own.  You may likely have more questions than answers.

As a professional tax preparer and enrolled agent (EA), Jacqueline Richardson has the knowledge, expertise, and resources to prepare the most complex returns.  We will ask you the right questions to help minimize your tax liability and to keep you tax compliant.

Our Tax Preparation services include:

• Individual Tax Returns
• Business Tax Returns
• Partnership & Corporate Tax Returns
• Out-of-State Returns
• Sales and Use Tax Returns
• Franchise Tax Returns
• Payroll Tax Returns

If you would like to receive more information about our tax preparation services, please call us at (713) 635-9630 or contact us. 

Whether you are facing mounting tax liabilities, penalties, or unresolved tax issues including unfiled tax returns, our team of Enrolled Agents is equipped with the knowledge, expertise, and experience to effectively navigate the complexities of the IRS and find the best solution for you.

We work tirelessly to represent you before the IRS to confirm the accuracy of the amount the IRS says you owe; develop a manageable payment plan; and in some cases reduce your total tax burden. As Enrolled Agents, we have an in-depth understanding of tax laws, IRS procedures, and available relief options.  By leveraging our expertise, we can effectively represent you during IRS audits, collections, appeals, and other proceedings to ensure that your rights are protected and that your voice is heard.

Additionally, we recognize that one of the common challenges individuals face when dealing with tax debt is the failure to file tax returns for several years.  At Society of Wealth, we have the expertise and resources to help you catch up on your unfiled tax returns.  Our team can prepare ad file your taxes as far back as required, ensuring compliance with IRS regulations and minimizing potential penalties.

If you would like to receive more information about Tax Debt Resolution, please call us at (713) 635-9630 or contact us.