Our Law Financial Services division will have its own
separate, two-story, beautiful building attached to our existing building with a wonderful face lift.
Organizers should be in on December 15th. You can call ahead
if you don't want to wait, or just come by the office and our staff can print you one while you wait. If you are an
out of town client, we will be happy to mail you yours. These can also be emailed to all clients.
Our
current office hours are Monday - Thursday, 8-5 and Friday 8-12. During Tax Season, they are Monday
- Friday, 8-6 and 12-2 on Saturday.
To make an appointment, or to order an organizer, call Maranda at 409-727-3877
x10.
As always, feel free to just drop off your information if you don't need an appointment.
Our
fees WILL NOT increase this year.
-1040 EZ is $125 without an appointment, and $150 with one,
-1040
A is $150 without an appointment, and $175 with one,
-1040 long forms start at $175 without an appointment and $200
with one.
The more organized you are, the lower your 1040 rate will be.
To add the Refund
Transfer option, there is an additional $30 fee (plus bank fees) but you do receive a free appointment.
If you would
like for us to take our fee out of your refund, there is a $25 fee (plus bank fees) for that service unless you have
already chosen the Refund Transfer option.
Also - this year, you can receive a Visa debit card if you
choose the Refund Transfer option.
WE TAKE CREDIT CARDS THIS YEAR!!!
We
are using a new tax software program this year as we try to move more towards a paperless office. Therefore, this year
we have a packet of information we need you to fill out to verify all of our client's information is entered correctly.
PLEASE pick this up or have it emailed to you before you drop off your taxes or get here 15 minutes early if
you have an appointment to allow the time to fill it out.
Enclosed in your end of the
year letter, you should have found 3 coupons. If you refer clients to us, you get $5 off and they also get $5 off!
You
can refer as many clients as you would like. If they come into the office after we have prepared your return - we will
issue you a refund check.
As most of your know we now have two separate companies.
Law Financial Services has been split from the CPA division to handle all of your financial needs.
I have Series 7*, 63*, 65* securities licenses, a Texas Life and Health Insurance License and have received my Personal
Financial Specialist credentials from the American Society of CPAs. I have 10 years of licensed investment
experience. Amanda is full time in this division and has a Paralegal Degree from Lamar University.
She has been with my firm for 9 years and holds her Series 6* and 63* securities licenses.
