Houston tax & accounting · Since 1979
Keeping Houston businesses on track.
Tax returns for individuals, families and businesses, plus bookkeeping, payroll and sales tax for growing businesses.
For individuals & families
Tax returns, IRS letters, ITIN and refunds.
For businesses
Business tax returns, bookkeeping, payroll, sales tax and business formation.
Our Houston office
- Since 1979
- Enrolled Agent on staff
- Hablamos Español
- 7050 East Fwy, Suite 2AHouston, TX 77020Get directions
- Monday – Friday9:00 am – 6:00 pm
- Client Portal ↗Existing clients: upload and download documents securely.
Start here
What’s going on?
Pick the one that sounds like you. Each leads to the right service and the tools that help.
- 01
Got an IRS letter?
Look up your notice, then let our Enrolled Agent respond and talk to the IRS for you.
- 02
Need taxes filed
Individual and family returns, and business returns for sole proprietors, partnerships, S corporations and C corporations. Plus nonresident returns, ITIN, FBAR and Form 2290.
- 03
Behind on your books
Clean-up and catch-up, including prior years, so your returns can be filed.
- 04
Starting a business
Entity setup, EIN and S corporation elections, and a side-by-side structure comparison.
- 05
Running payroll
Pay runs, paystubs and W-2s, federal payroll tax filings and Texas Workforce Commission reports.
Services
Seven ways we help
Every service on our sheet, grouped the way clients ask for it.
Individual & Business Tax Returns
Individual and family returns, and business returns for sole proprietors, partnerships, S corporations and C corporations.
Learn more 02Bookkeeping & Accounting
Accurate, reconciled books that support tax filing, lending and business decisions.
Learn more 03Payroll
Payroll processing and the tax filings that come with having employees.
Learn more 04Business Formation
Getting a new business set up correctly from day one.
Learn more 05IRS Representation & Tax Resolution
Handled by our Enrolled Agent, who is authorized to represent taxpayers before the IRS.
Learn more 06Advisory
Financial guidance for owners making pricing, growth and financing decisions.
Learn more 07Consulting & International
Guidance for owners making larger decisions, at home or across borders.
Learn more 082026 Tax Planning Consultation
One hour, one-on-one, $195.
Book a consultationWho we serve
- Individuals & families
- Self-employed & gig workers
- Small & mid-size businesses
- Commercial & industrial services
- Medical, dental & legal practices
- Logistics & Trucking
- Manufacturing & fabrication
- Multi-entity owners
- Foreign-owned & international clients
Free tools
Answers before you call
Plain-language tools, checked against IRS, Texas Comptroller and TWC sources. General information, not tax advice.
IRS Notice Lookup
Type the number in the corner of your letter (CP14, CP2000, LT11…) to see what it means and how long you have.
Open tool 02Document Checklist Builder
Choose your situations and print a checklist for your appointment.
Open tool 03Deadline Calendar 2026–2027
Federal and Texas due dates, adjusted for weekends and holidays. Add them to your calendar.
Open tool 041099-K Checker
Paid through an app or marketplace? See whether a Form 1099-K should be coming.
Open toolCommon questions
Do you prepare business tax returns as well as personal returns?
Yes. We prepare individual and family returns (Form 1040) and business returns for sole proprietors (Schedule C), partnerships and multi-member LLCs (Form 1065), S corporations (Form 1120-S) and C corporations (Form 1120).
What is an Enrolled Agent?
An Enrolled Agent (EA) holds a credential that authorizes representation of taxpayers before the IRS. Our Enrolled Agent, Joshua Santana, handles IRS matters from the first notice to the final resolution.
How much does a consultation cost?
The 2026 Tax Planning Consultation is a one-hour, one-on-one session for $195.
What should I bring to my tax appointment?
Bring a photo ID, Social Security numbers (or ITINs) for everyone on the return, your income forms (like W-2s and 1099s) and any letters from the IRS or the state. If you’re a new client, bring last year’s return too. Not sure what applies to you? Our free Document Checklist Builder makes a list for your situation.
IRS representation
With an Enrolled Agent on staff, we can handle a tax problem from the first notice to the final resolution.
2026 Tax Planning Consultation: 1 hr, $195. Details
- Enrolled Agent (EA)
- A credential that authorizes representation of taxpayers before the IRS.
- Joshua Santana, EA
- The firm’s owner and our Enrolled Agent.
- Form 2848
- The power of attorney that lets us speak with the IRS for you.
From our Google reviews
-
Client for 15+ years
“I've been coming here for the last 15 years and counting. … Whether it's personal or business taxes, this is the right place!!”
E R 5 out of 5 stars Google review -
“…Joshua and his team provide a standard of excellence in customer service unlike any others. A few words come to mind when I think of Santana & Associates accuracy, dependable, fast, friendly and innovative.”
Adam Y 5 out of 5 stars Google review -
“I walked in feeling overwhelmed and left with total peace of mind.”
Bre I 5 out of 5 stars Google review