Accounting · Tax · Consulting
Personalized Accounting & Tax Services.
Houston Herrera provides high-quality, accurate and cost-conscious services to individuals and businesses, with local attention and the ability to serve clients remotely.
Individuals & families
Individual Tax Services
Preparation and guidance for straightforward filings, multi-part returns and life changes that require more careful planning.
- Federal and California individual returns
- Itemized deductions
- Investment and capital gain reporting
- Rental property reporting
- Sole proprietor / Schedule C returns
- Trust income tax returns
- Multistate returns
- Married filing separately analysis
- Estimated tax calculations
- Extensions and estimated payments
Closely held organizations
Business Tax & Entity Services
Tax filings and practical structure guidance that consider the business and personal picture together.
- Partnership returns — Form 1065
- S corporation returns — Form 1120-S
- C corporation returns — Form 1120
- Nonprofit returns — Form 990
- Entity selection consultation
- New entity setup guidance
- Owner compensation considerations
- Business property tax filings
- Sales tax filings
- Statements of information
Notices & problems
Tax Resolution
IRS Problems? We Can Help.
A notice does not always mean the taxing agency is correct. The first step is a review of the full correspondence, filing history, deadlines and supporting records.
No-Fee Amended-Return Review.
The firm will review a prior return at no charge to determine whether an amendment may produce enough financial benefit to justify the firm’s cost. If the projected result does not reasonably support the fee, the client can choose not to proceed.
- IRS and FTB notice review
- Amended returns
- Late-filed returns
- Audit representation
- Penalty abatement requests
- Collection and levy matters
- Wage garnishment matters
- Tax account research
Featured service
Creative Tax Strategies & Planning
The best tax work often happens before a return is filed.
Houston Herrera evaluates income timing, estimated payments, entity choices, deductions and the tax effect of an upcoming transaction. The goal is a practical strategy grounded in the client’s full financial situation—not a generic list of tactics.
Better financial information
Accounting, Bookkeeping & Payroll
Ongoing support that keeps the records useful—not simply complete.
Complex Records Are Welcome.
Houston Herrera is experienced in untangling incomplete, inconsistent or overdue files. The team works through the details, identifies what is missing and turns difficult records into a clear, workable accounting and tax position.
- Bank and account reconciliations
- Profit and loss statements
- Balance sheets
- General ledger cleanup
- Bookkeeping setup and support
- Bookkeeping training
- Payroll support
- 1099 preparation
- Accounting consultations
- On-site support by arrangement
Beyond the standard return
Specialized Filings
- Foreign bank account reporting / FBAR
- Gift tax returns
- Trust returns
- Business property tax statements
- Sales tax filings
- Complex K-1 reporting
- Tax research memoranda
- Other filings by quotation
Not sure where your need fits? Start with the document or deadline in front of you. The firm will identify the appropriate scope.
“In this world nothing can be said to be certain, except death and taxes.”Benjamin Franklin