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How It Works

Our Tax Advisory Process in Edinburg, TX

A Simple, Structured Process Designed to Deliver Results

O&M Tax & Business Advisory follows a clear, client-centered process for every engagement in Edinburg, TX and the Rio Grande Valley — starting with a free consultation and moving through discovery, strategy development, implementation, and ongoing advisory support across tax planning, bookkeeping, business formation, and tax preparation. See client reviews from Edinburg and RGV clients about the O&M Tax experience, or contact O&M Tax to start your free consultation.

The 5-Step O&M Process

Working With O&M Is Simple, Transparent, and Stress-Free

Here’s our proven process for building and executing a tax strategy that delivers real, measurable savings.

1. Free Strategy Call

We start with a no-cost, no-obligation strategy session. We review your income, current structure, and existing tax approach. Most clients leave knowing how much they've been overpaying. 30–45 minutes. Free.

30-45 Minutes · Free

2. Custom Written Tax Strategy

Within 10 business days, you receive a written, personalized tax strategy plan. This outlines exactly which strategies apply to your business and the specific steps to capture your savings.


10 Business Days

3. Implementation

We don't hand you a plan and walk away. We execute it with you — making entity changes, setting up payroll, activating deductions, and ensuring every piece of the strategy is properly in place. 30–60 days.


30-60 Days

4. Quarterly Check-Ins & Mid-Year Review

Every quarter we meet to review your financials, assess your tax position, and adjust the strategy based on how the year is developing. At mid-year, we run projections so you always know where you stand.



Quarterly + Ad Hoc Support

5. Year-End Positioning &
Tax Filing

Before year-end, we make final strategic moves — retirement contributions, purchases, expense timing — while there's still time to act. Then we prepare your returns knowing every deduction has already been planned and documented.


Maximum Legal Tax Reduction

Ongoing Support

What's Included in Year-Round Support

  • Unlimited questions via phone, email, and WhatsApp
  • Quarterly review meetings
  • Mid-year tax projections
  • December 31st year-end planning session
  • Business and personal tax return preparation
  • IRS correspondence and representation if needed
  • Coordination with your other financial professionals

Ready to Get Started?

The first step is free. Schedule your strategy call and know within 45 minutes exactly how much you’ve been overpaying — and what you can do about it.

Call (956) 855-3880
Schedule a Consultation
Schedule a Call

Schedule Your Free Strategy Session

Ready to take the stress out of your finances?  Secure your future by scheduling a consultation with the experts at O&M Tax & Business Advisory today. Simply use the calendar provided below to select a time that works best for you, and let’s start building your personalized strategy.


Ready to Stop Overpaying the IRS?

Schedule your free strategy session — most clients discover $15,000–$50,000+ in annual savings within the first call.

Schedule Free Strategy Session