Tax Preparation Services.
- Income Tax return forms for businesses and individuals.
- We interview clients to gather information on deductible expenses, allowances ,and taxable income.
- We conduct research on tax laws.
- We strategize with clients to explain updates on tax laws.
- Keeping clients compliant with their tax obligations.
- Develop tax planning strategies that reflect business and individual financial goals.
- Offer audit assistance.
Financial Planning
We work with individuals, families, and businesses to help them understand their financial circumstances and how to reach their short-term and long-term financial goals. Clients provide us relevant financial information during an initial interview, answering questions about their total annual income, debt obligations, monthly expenses, current investment holdings, savings account balances, tax liabilities and insurance plans. We then gather this information and come up with a strategy to present realistic, meaningful recommendations based on their financial situations and goals.
Tax Forms We Focus On
- Individual Tax: Form 1040, 1040-A & 1040-EZ
- Self-employment: Scheduled C
- Form 1099-NEC
- Corporation and S-Corporation: Form 1120 and 1120-S
- Partnership: Form 1065
- Gift tax: Form 709
- Trust & estates: Form 1041
- Non-for-profit: Form 990
- K-1
- Estate: Form 706 (due to chapter 11)
- Amendment return: Form 1040-X
- Investment Documents
Mission Statement
SHERMAN TAX & FINANCIALS, LLC work with companies and individuals to plan for their financial futures, by offering information and guidance on topics that include Taxation, Accounting Services and Investments.
Bookkeeping & Financials Statements
- Prepare quarterly and monthly tax returns, along with payroll, operating and business taxes.
- Monitor business revenue and expenses.
- Balance and maintain accurate ledgers.
- Develop monthly financial statements, including Income Statements, Closing Entry, Balance Sheet, Cash Flow, and Profit and Loss Statements.
- Maintain the annual budget.
- Conduct a monthly reconciliation of every bank account.
Quick Links
Contact Us
Phone: 713-678-0040
Fax: 832-900-8902
Email: shermantaxfinancials@gmail.com
Address: 2626 South Loop West Suite 650-G Houston, Texas 77054
Hours of Operations
Monday – Friday: 9 AM – 5 PM CST
Saturday: By appointment only
Sunday: Closed