Refund Theory
Expert Tax Preparation for Houston & Beyond
01.Individual Tax Preparation
Professional preparation and electronic filing of federal and applicable state income tax returns for individuals, families, employees, freelancers, and homeowners. The service includes review of income documents, deductions, credits, and filing status to help ensure an accurate return. Clients can submit sensitive documents securely through the online portal and receive clear filing instructions and status updates.
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Business Tax Preparation
Comprehensive tax return preparation for small businesses, independent contractors, partnerships, and LLCs. The service covers business income and expenses, applicable deductions, required schedules, and electronic filing of eligible federal and state returns. Business owners can request a secure online intake and submit financial documents through the client portal for efficient processing.
03.Amended Tax Returns
Preparation and filing of amended federal or state tax returns when previously filed information needs to be corrected or updated. Refund Theory reviews the original return and supporting documents, identifies the necessary adjustments, and prepares the appropriate amended filing. Clients can begin with an online request and securely upload documents for review and processing.
Professional Services
Tax Questions Answered
How do I get a free tax quote?
Simply fill out our secure intake form on our website. Our team will review your details and provide a personalized estimate within 24 hours.
Do you offer online filing?
Absolutely. We provide a secure client portal where you can upload sensitive documents and track your filing status in real-time from anywhere.
How do I schedule a consultation?
You can book a time through our Wix Bookings system. We offer both in-person consultations in Houston and virtual meetings for nationwide clients.
Are your services HIPAA compliant?
Yes, we follow strict privacy protocols. Your sensitive financial and personal information is handled with the highest level of security and discretion.