Business Details
Trusted Accounting & Tax Services in Houston
At Clean Books Tax, we combine over 12 years of professional expertise with a commitment to ethical, personalized service. Our team brings diverse experience from Big 4 and middle-market firms, specializing in financial reporting, tax strategies, IRS audit support, and payroll solutions. We serve individuals and businesses globally through in-person and virtual consultations, prioritizing transparency and client education. Our certified QuickBooks ProAdvisors deliver tailored bookkeeping, financial analysis, and payroll systems to streamline operations. We emphasize accessibility, offering bilingual support in English and Spanish, and cater to expatriates with specialized tax compliance services.Our approach focuses on long-term financial success, combining technical proficiency with proactive client communication. With a track record of resolving complex tax scenarios and optimizing credits like the Employee Retention Credit, we position ourselves as strategic partners in financial management. Our Houston-based team maintains rigorous professional standards while fostering trust through consistent, reliable service delivery.
Services
Tax Preparation
Bookkeeping Services
Payroll Processing
Financial Reporting
Expat Tax Services
IRS Audit Support
Business Formations
ITIN Applications
ERC Consulting
QuickBooks Setup
Highlights and features
- We offer 12+ years of combined experience from Big 4 and mid-market firms
- Our team includes IRS Certified Acceptance Agents for expatriate tax needs
- We provide virtual services across all states and countries
- We guarantee bilingual support in English and Spanish
- Our certified professionals specialize in Employee Retention Credit optimization
Associations and certifications
- QuickBooks ProAdvisor
What people say
AMAZING
Patiently explained
Saved me money
Awesome person
10 stars
Services
Tax Preparation
Comprehensive federal and state tax preparation for individuals and businesses. Our IRS-certified professionals handle complex returns including Schedule C, E, and F filings. We specialize in expatriate tax compliance and foreign asset reporting while maximizing deductions and credits. Services include audit defense and past-due return preparation.
Bookkeeping Services
Certified QuickBooks ProAdvisor bookkeeping solutions for businesses. We manage income/expense tracking, bank reconciliations, and financial reporting. Our services include budget vs. actual analysis and customized reporting for board meetings. We implement automated systems for daily/weekly/monthly financial insights.
Payroll Processing
Full-service payroll administration including new business setup and system transfers. We manage W-2/W-3 and 1099 filings, direct deposit systems, and employee portals. Our services cover benefit program implementation and compliance with federal/state reporting requirements.
Expat Tax Services
Specialized tax compliance for non-US citizens and expatriates. Our IRS Certified Acceptance Agents handle ITIN applications without requiring original document submission. We prepare part-year resident returns, FBAR filings, and foreign rental property disclosures while ensuring cross-border tax compliance.
ERC Consulting
Expert guidance on Employee Retention Credit eligibility and claims. We analyze supply chain disruptions and revenue declines to determine qualification across 2020-2021 quarters. Our team optimizes credit amounts up to $28,000 per employee annually while ensuring compliance with PPP loan interaction rules.
People
Cindy
Lead Tax Professional
Certified tax expert with specialization in expatriate compliance and IRS audit defense. Demonstrated expertise in simplifying complex tax scenarios for first-time business filers and international clients.
Peter
Financial Consultant
Seasoned professional providing cross-border tax solutions for expatriates. Specializes in coordinating domestic and international tax requirements for clients with foreign assets.
Questions
What accounting software do you support?
We specialize in QuickBooks as certified ProAdvisors, but also support Sage and Quicken implementations.
Can you help expatriates with US tax filings?
Yes, our IRS Certified Acceptance Agents specialize in expatriate tax compliance and foreign asset reporting.
Do you offer virtual services outside Texas?
We provide complete accounting and tax services to clients nationwide through secure virtual consultations.
What qualifies a business for ERC?
Eligibility includes government-ordered suspensions, supply chain disruptions affecting >10% of operations, or significant revenue declines in 2020-2021.
How do you handle IRS audit support?
We provide comprehensive audit defense including document preparation, IRS communication, and resolution strategy development.
