Working With Us

Working With Us

With each passing year, tax preparation for Texas filers continues to grow more complex. An increasingly regulatory environment, expiring tax breaks and other annual changes make tax preparation a challenge that grows more intense every year.

The bottom line is that preparing your own tax returns as a Texas business or an individual can be a task that leaves you with more questions than answers. According to a study released last year by the General Accounting Office of the federal government, tens of millions of filers believe they benefited from using a professional tax preparer.

Whether you are an individual filing your first return or you are an experienced investor who requires sophisticated advice, the tax professionals at Bui Taxology & Acct LLC can help you navigate the codes and laws.

 

Please see below for steps on how to start working with us.

Where to start? (Applies to New and Returning Clients)

*Please read instructions carefully to ensure your return(s) will be processed in a timely manner. 

For new clients, the initial 45-min phone consultation is free.*

Step 1. Download the organizer(s)

If you receive a 1099-MISC and/or have a small business, please download both the Individual and the Small Business Tax Organizer below. If not, just the Individual Tax Organizer needed.

Step 2. Compile all tax documents necessary and send to info@buitaxology.com in one email please. See organizer(s) and list below.

Please submit tax preparation organizer and necessary forms along with the following documents that apply to you;

failure to do so may delay processing of your tax return. We also understand that some forms may not be readily available to you. In that case, please notate that on the organizer:

  • 2-3 years of your previous returns (New Clients Only)

  • Copy of valid driver’s license/state issued ID card

  • Wage information

  • Childcare expenses (if applicable)

  • Banking Information (Not required but needed for Direct Deposit)

  • Students, Form 1098 T

  • Homeowners, Form 1098

  • 1099

  • Business use of home(if applicable)

  • Property tax and other big purchases

  • Vehicle expenses and receipts for business (if applicable)

  • Unemployment Benefits

  • Moving Expenses

  • Anything else that may affect your return

Step 3. Tax planning and consultation meeting (If not needed, see step 4)

After confirmation that all necessary documents are received, we can book a phone consultation. For new clients, the initial 45-min phone consultation is absolutely free. Prior to the phone consultation, we will send you a draft tax return for you to review during the call. Any other questions and concerns can also be brought up during the consultation. 

Step 4. Review Documents from Bui Taxology

We will send you a final draft of your return along with an estimate from Bui Taxology to review. Please carefully review all documents. Once you have confirmed and approved the documents, we will move forward to the next step.

Step 5. Filing your return(s)

As proof of acceptance, payment will be required beforehand. Banking information Once we confirm payment, we will file your return(s) and send you confirmation from the IRS.

Step 6. Relax. You're done! Give us some feedback?

If you sent us original documents, we will mail them back if requested. Other than that, you are set. We value your opinion and would like to invite you to leave us some feedback or tips for others seeking tax help on Yelp! or Google!

With each passing year, tax preparation for Texas filers continues to grow more complex. An increasingly regulatory environment, expiring tax breaks and other annual changes make tax preparation a challenge that grows more intense every year.

The bottom line is that preparing your own tax returns as a Texas business or an individual can be a task that leaves you with more questions than answers. According to a study released last year by the General Accounting Office of the federal government, tens of millions of filers believe they benefited from using a professional tax preparer.

Whether you are an individual filing your first return or you are an experienced investor who requires sophisticated advice, the tax professionals at Bui Taxology & Acct LLC can help you navigate the codes and laws.

 

Please see below for steps on how to start working with us.

Where to start? (Applies to New and Returning Clients)

*Please read instructions carefully to ensure your return(s) will be processed in a timely manner. 

For new clients, the initial 45-min phone consultation is free.*

Step 1. Download the organizer(s)

If you receive a 1099-MISC and/or have a small business, please download both the Individual and the Small Business Tax Organizer below. If not, just the Individual Tax Organizer needed.

Step 2. Compile all tax documents necessary and send to info@buitaxology.com in one email please. See organizer(s) and list below.

Please submit tax preparation organizer and necessary forms along with the following documents that apply to you;

failure to do so may delay processing of your tax return. We also understand that some forms may not be readily available to you. In that case, please notate that on the organizer:

  • 2-3 years of your previous returns (New Clients Only)

  • Copy of valid driver’s license/state issued ID card

  • Wage information

  • Childcare expenses (if applicable)

  • Banking Information (Not required but needed for Direct Deposit)

  • Students, Form 1098 T

  • Homeowners, Form 1098

  • 1099

  • Business use of home(if applicable)

  • Property tax and other big purchases

  • Vehicle expenses and receipts for business (if applicable)

  • Unemployment Benefits

  • Moving Expenses

  • Anything else that may affect your return

Step 3. Tax planning and consultation meeting (If not needed, see step 4)

After confirmation that all necessary documents are received, we can book a phone consultation. For new clients, the initial 45-min phone consultation is absolutely free. Prior to the phone consultation, we will send you a draft tax return for you to review during the call. Any other questions and concerns can also be brought up during the consultation. 

Step 4. Review Documents from Bui Taxology

We will send you a final draft of your return along with an estimate from Bui Taxology to review. Please carefully review all documents. Once you have confirmed and approved the documents, we will move forward to the next step.

Step 5. Filing your return(s)

As proof of acceptance, payment will be required beforehand. Banking information Once we confirm payment, we will file your return(s) and send you confirmation from the IRS.

Step 6. Relax. You're done! Give us some feedback?

If you sent us original documents, we will mail them back if requested. Other than that, you are set. We value your opinion and would like to invite you to leave us some feedback or tips for others seeking tax help on Yelp! or Google!

Mobile: 832-598-4364

Fax: 281-988-9487

2 Locations in Houston:

4220 S. Kirkwood Houston TX 77072

720 Rusk St Houston TX 77002 

©2019 by Bui Tax and Acct