Tax Services

Tax Services in Katy, TX

BP Omega Tax-Pro, offers bookkeeping and tax services for businesses and individuals in need of financial solutions. We offer day-to-day accounting, bookkeeping, and tax planning and preparation; and strategic business consulting—all delivered with exceptional experience, responsive service, and a commitment to helping our clients succeed.

Whether your business is new, in the not-for-profit sector, or in a specialized industry such as food services, BP Omega Tax-Pro Services will help you meet your objectives with proactive financial advice that meets your unique needs. As our client, you will benefit from access to our dependable financial team and our convenient, technologically-advanced services.

At BP Omega Tax-Pro Services, we are dedicated to ensuring that our clients have the resources they need to optimize their financial situation and business operations. We welcome the opportunity to learn more about your financial services needs and how we can assist you.

Please review our suite of services:

 

WHAT TO BRING WITH YOU FOR YOUR TAX PREPARATION?

-PROOF OF IDENTIFICATION (PHOTO ID)

-SOCIAL SECURITY CARDS FOR YOU, YOUR SPOUSE AND DEPENDENTS OR A SOCIAL SECURITY NUMBER VERIFICATION LETTER ISSUED BY THE SOCIAL SECURITY ADMINISTRATION

-AN INDIVIDUAL TAXPAYER IDENTIFICATION NUMBER {ITIN) ASSIGNMENT LETTER MAY BE SUBSTITUTED FOR YOU, YOUR SPOUSE AND YOUR DEPENDENTS IF YOU DO NOT HAVE A SOCIAL SECURITY NUMBER

-PROOF OF FOREIGN STATUS, IF APPLVI NG FOR AN ITIN

-BIRTH DATES FOR YOU, YOUR SPOUSE AND DEPENDENTS ON THE TAX RETURN

-WAGE AND EARNING STATEMENTS (FORM W-2, W-2G ,1099-R,1099-MISC) FROM ALL EMPLOVERS

-INTEREST AND DIVIDEND

STATEMENTS FROM BANKS (FORMS 1099)

-A COPY OF LAST YEAR 'S FEDERAL AND STATE RETURNS. IF AVAILABLE

-PROOF OF BANK ACCOUNT ROUTING AND ACCOUNT NUMBERS FOR DIRECT DEPOSIT SUCH AS A BLANK CHECK

-TO FILE TAXES ELECTRONICALLY ON A MARRIED-FILING-JOINT TAX RETURN, BOTH SPOUSES MUST BE PRESENT TO SIGN THE REQUIRED FORMS

-TOTAL PAID FOR DAYCARE PROVIDER AND THE DAYCARE PROVIDER'S TAX IDENTIFYING NUMBER SUCH AS THEIR SOCIAL SECURITY NUMBER OR BUSINESS EMPLOYER IDENTIFICATION NUMBER

  • FORMS 1095-A, B OR C,
  • AFFORDABLE HEALTH CARE STATEMENTS

Have A Question About Our Tax Services?

For more information, call us at 281.717.4211 or send us a message by clicking the button below.

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