Stefanie Martinez, CPA

If you are reading this right now, you’re alive, and that means it’s not too late to change the course of your life with a new goal or dream! All you have to do is START!

Tax docs received - By now you should have received most of your tax documents (and maybe a few stragglers coming in soon)! Set up a time to chat with us, or upload your info electronically and we can get your taxes filed for you!

Looking for experienced tax preparer to join our team!

Hybrid schedule, with 3 remote days/week, and flexible schedule available within core 9-4pm hours.

We are a growing firm in the Clear Lake Area, focused on providing an environment for growth and support for our team, and immaculate service and product to our clients!

Duties would include income tax preparation, bookkeeping and accounting entries, other miscellaneous tax filings and projects, and could include consulting for individuals and small businesses.

QuickBooks, UltraTax, Microsoft Office, and Adobe, experience a plus!

Position has potential to advance!

We would love to chat with you about your goals and see if we would be a good fit!

Send résumé's to [email protected]

Here are some common tax deductions for individuals: medical expenses, mortgage interest, property taxes, donations, retirement plan contributions. Wonder if your deductions qualify? Set up a time to chat with us!

Deadline today! Reminder: 1099’s, W-2’s and yearend payroll reports due today!

Have questions on your taxes? Let’s chat! The best way to get in contact with is during this season is to give our office a call to set up an appointment. That way we can make sure we can set aside time to give you the help you need! Look forward to it!

Meet your 2023 tax season team! We can’t wait to hear from you and work with you to get your taxes taken care of!

If you have a simple tax return, with just a few forms, you may not need a CPA! But if you are a business owner, own rental properties, or have complex investments, you could be leaving tax dollars on the table! Also, improper reporting could lead to IRS issues. Give us a call and we can evaluate for you!

When your To-Do list keeps growing, all we can do is take things one at a time and just keep moving forward! Let’s chat if you need help with your tax and business “To-do’s”!

Did you have changes in your income this year? Let’s chat to discuss how that might affect your taxes! Give us a call, and we can get it on the schedule!

It’s that time again! Keep an eye out for tax documents that should be coming in the mail this month (and a few stragglers next month)!

Did you pay an individual more than $600 for services during the year? You may need to issue them a 1099, which are due 1/31! Give us a call if you have questions!

Did you buy or sell a home this year?

Depending on if you lived there and for how long, it could result in major tax savings, or even no tax at all! Have your closing documents ready at tax time, and we can have those questions answered!

Need a last minute tax deduction? Donate to one of your favorite charities before the end of the year! It’s a great way to help those in need and to get a deduction on your taxes!

We are excited to announce we have moved offices!!! We are still in the same building, and the same floor, just a new suite number 207. Look forward to seeing you there!!!

Now is the time to make sure you have everything needed for 1099’s! Let us know if you have question about if this applies to your business! #1099

Every small business has to start somewhere. Congratulations on making the first step to a big future!!!

The word thanksgiving means the act of
expressing or feeling thankfulness.
Happy Thanksgiving from our firm!

Let us help you make your great ideas happen! Connect with us to get the ball rolling!

Have you started your year end tax planning? Contact us for tax planning help to avoid surprises at tax time!!!

TODAY is the extended deadline for filing tax returns for NPO’s and TX LLCs!!!

Check out these year-end tax moves that may help you save, regardless of what happens in Congress! Click the link below to read the article!

https://www.cnbc.com/2021/09/23/consider-these-year-end-tax-moves-regardless-of-what-congress-does.html

Did you catch this article about us in VoyageHouston? Check it out by clicking the link below!

http://voyagehouston.com/interview/exploring-life-business-with-stefanie-martinez-of-stefanie-martinez-cpa-pllc/

With the huge shift the world is experiencing, we are seeing more and more people making the decision to try something new! Thinking about taking on this new adventure? Make an appointment with us to help you make sure you’re ready, and starting your business off right! We love teaming up with small business owners to help them achieve their dreams!

Have you applied for your PPP Loan forgiveness yet? It may be something you can take care of with you banker! Don’t forget to make that a priority since within the coming months, you will be required to start making repayments. If you need help, set up a time with us to go through it with
you!

We made it, through one of the most challenging tax seasons! With the tax law changes, COVID relief, and Winter Storm relief, we faced it all head on this year! Thank you for your patience and encouragement through these historic times, as we continue to do our best for you and your businesses!

We are so excited that Tamia, our 2021 tax intern has accepted a position with us for the rest of this year! She is a kind-hearted, hard-worker, who has been such a great addition to our team in this historic tax season! From changes in the tax laws, to navigating COVID relief, she was able to take on the challenge and CONQUER it! Thank you, Tamia for all your hard work!

Like anything in life, taxes can be daunting. That's why we're here - to help support you!

Tax refunds this year are taking longer than the typical 3 weeks! Especially if you claimed a credit for your stimulus check, the IRS is taking extra time to process those. Here is a link to check the status of your refund: https://www.irs.gov/refunds You will need to provide information from your tax return, so be sure to have it handy!

What are your tax goals and priorities? My team and I are here to support you and help you determine and reach them! We are just a phone call or email away.

HEADS UP! This monthly payment beginning in July, is an advance of your child tax credit that we claim on your tax return. What this means, is the amount that you get from your advance payment, will come out of your 2021 tax refund, and could create an tax amount due!

You can opt-out of these payments so you can still receive the full amount of your tax refund. Here is a link for more info: https://www.journalofaccountancy.com/news/2021/jun/child-tax-credit-new-portal-opt-out-of-advance-payments.html?utm_source=mnl:cpald&utm_medium=email&utm_campaign=23Jun2021

Keep an eye out for an email from us with more details!

I love planting trees for my clients to sit under - anything I can do to make your life easier brings me joy! Do you need help with taxes? Don't hesitate to reach out!

It's the first day of summer! What are you doing to celebrate? Drop your summer plans in the comments below! I'm thinking there may be a cruise in my summer future.👀