Call Now: 281-861-7718
LOCATION EMAIL PHONE
  • A T T E N T I ON

    Dear Clients and Friends:

    In an effort to follow the Center for Disease Control’s guidelines to protect our clients and our employees from the Novel Coronavirus (COVID-19), we have decided to keep our office closed to the public until further notice. We will continue to offer our services online asking you to get your documents to us via:

    • Email – directed to This email address is being protected from spambots. You need JavaScript enabled to view it.; This email address is being protected from spambots. You need JavaScript enabled to view it.; This email address is being protected from spambots. You need JavaScript enabled to view it.
      • If you don’t have a scanner, please, download any app, such as Scanner Pro, on your phone and send the pdf to us.
      • Fax documents to 281-861-6311.
      • Use our drop-box slot on our office door inside the building.
    • Once we have your documents, we will draft an electronic copy of your return and schedule a phone conversation to address any questions or comments you may have.
    • We can also file an extension if you wish us to do so.

    The bottom line is that we remain acutely vigilant about this serious crisis. We will continue to do everything we can to protect our clients and our employees, and to remain ready to serve our clients in the most appropriate fashion. Thank you for understanding and cooperating with us as we all navigate through these times. Stay safe!

     

Create a data theft recovery plan

QuickBooks Set Up and Training in Houston

Rather than wait for an emergency, tax professionals should consider creating a data theft recovery plan in advance and make calling the IRS an immediate action item. Having an action plan can save valuable time and protect your clients and yourself. Should a tax professional experience a data compromise – whether by cybercriminals, theft or just an accident – there are certain basic steps to take. These include:

Contacting the IRS and law enforcement:

  • Internal Revenue Service. Report client data theft to local IRS Stakeholder Liaisons, who will notify IRS Criminal Investigation and others within the agency on the tax professional’s behalf. Speed is critical. If reported quickly, the IRS can take steps to block fraudulent returns in clients’ names, helping your firm and your clients.
  • Federal Bureau of Investigation, local office (if directed).
  • Secret Service, local office (if directed).

Contacting states in which the tax professional prepares state returns:

Contacting experts:

  • Security expert. They can help determine the cause and scope of the breach as well as stop the breach and prevent further breaches from occurring.
  • Insurance company. Not only to report the breach, but to check if the insurance policy covers data breach mitigation expenses.

Contacting clients and other services:

The objective of the “Taxes-Security-Together” Checklist is to ensure all tax professionals, whether a one-person shop or a major firm, understand the risk posed by national and international criminal syndicates, take the appropriate steps to protect their clients and business and understand the laws around their obligation to secure that data.

“The number of tax professionals reporting data thefts to the IRS remains too high, and it puts tens of thousands of taxpayers at risk for identity theft,” Rettig said. “We hope tax professionals will use the Summit checklist as a starting point, not an end point, to protect their client’s data — and themselves. It’s not only a good business practice, it’s the law.”

Source: IRS

Alfredo Gaxiola has worked on numerous IRS problem cases and has successfully settled with the IRS to release liens on houses, bank accounts and wages and, if needed, setting a payment installment plan that is not burdensome for the client. He has conducted appeals before the U.S. Tax Court and obtained favorable resolutions in reducing the tax debt of his clients. Mr. Gaxiola served as Treasurer of Camara de Empresarios Latinos, one of the largest and strongest Hispanic organizations in the city of Houston. He has conducted financial and accounting seminars for the Houston Small Business Development Corporation, as well.

26 QuickBooks Set Up and Training in Houston

QuickBooks Set Up and Training in Houston.

CPA in Houston, Alfredo Gaxiola in Houston, Certified Public Accountant in Houston, Bookkeeping in Houston, Certified QuickBooks Proadvisor in Houston, QuickBooks Set Up and Training in Houston, Bank Financing in Houston, Business Tax Returns in Houston, Personal Tax Returns in Houston, Quarterly & Monthly Filings in Houston, Financial Statement Preparation in Houston, Form Preparation in Houston, Payroll Preparation in Houston, Reviews Temporary Bookkeeping Services in Houston, Reducing your taxes in Houston, IRS representation in Houston