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A Personal Approach To Tax Planning
The Sum Prep offers tax preparation and bookkeeping services with a service-first, personalized touch. We serve busy, successful people and businesses that desire a cohesive approach to their tax planning. Our team of CERTIFIED FINANCIAL PLANNER® professionals and Certified Public Accountants provide hands-on support and guidance that considers the entire scope of your financial goals. And with years of client service experience, we put your needs first while making the tax preparation process as simple and stress-free as possible.
This is not a CPA firm.
Services Provided
- 1040 Tax Return Preparation and Filing including State Tax Filing
- 1041 Trust and Estate Tax Return Preparation and Filing
- Texas Franchise Tax Preparation and Filing
- 709 Gift Tax Preparation and Filing
- 706 Estate Tax Preparation and Filing
- 1120/1065 Corporate Tax Return Preparation and Filing
We do not offer audit or advisory services.
Service Pricing
Individual Tax Preparation (Federal + State Returns)
*Starting at $1,000Individual Tax Preparation + Tax Planning (includes two 30-minute tax planning meetings during the year)
*Starting at $1,500Bookkeeping Services
*Pricing varies based on volume of business activityBusiness Tax Preparation (includes TX Franchise Tax Return)
*Pricing varies based on size and complexity of the tax return
Call: 281.823.7566
Click Here to Email Us
4526 Research Forest Dr, Suite 240
The Woodlands, TX 77381
© 2024 The Sum Prep, LLC
This is not a CPA firm.