What's Keeping You Up at Night
Tax filing shouldn't feel like a crisis. Here's what we help you avoid.
You're scrambling every April to gather documents
You're afraid you're missing deductions or making errors
You've filed late before and worry about penalties
You don't trust that your returns are being done right
You feel disconnected from your preparer just another file in the pile
Imagine Instead...
After working with us, clients tell us they feel:
Tax season feels calm because everything was planned ahead
Confident every deduction was captured and every form is correct
Filed on time, every time—with zero last-minute stress
Trust that your returns are accurate, defensible, and thorough
Treated as a valued client, not a transaction
The Difference Planning Makes
Stop dreading tax season
Last-Minute Filing
Scrambling for documents in March
Rushing to meet deadlines
Missing deductions discovered too late
Surprises when you see your tax bill
Anxiety and stress every year
Planned Filing (With Us)
Documents organized year round
Filed early with time to review
Every deduction captured proactively
No surprises you knew what to expect
Calm and confident tax season
What's Included
No rush. No guessing. No surprises.
Business tax return preparation (LLC, S-Corp, Partnership)
Personal tax return preparation
Multi-state filing when applicable
Review and strategy alignment before filing
E-filing and deadline management
Estimated tax payment guidance
Year-round access for questions
Audit support if needed
How It Works
A stress free path to filing
Ongoing
Year-Round Preparation
We work with you throughout the year so nothing is a surprise at tax time.
Week 1-2
Document Collection
We provide a clear checklist and help you gather everything needed efficiently.
February-March
Return Preparation
We prepare your returns carefully, ensuring every deduction is captured.
Before Filing
Review & Approval
You review the returns with us, ask questions, and approve before we file.
Year-Round
Filing & Support
We e-file your returns and remain available for any questions or issues.
Who This Is For
Business Owners
LLCs, S-Corps, Partnerships, and Sole Proprietors who need accurate business and personal returns.
Tax Planning Clients
If we built your tax strategy, we file your returns to ensure everything is implemented correctly.
High-Income Professionals
Complex situations with multiple income sources, investments, or real estate.
Frequently Asked Questions
When should I send you my documents?
We start collecting documents in January and aim to file most returns by early March. The earlier you send documents, the earlier we can file.
What documents do I need to provide?
We'll send you a customized checklist based on your situation. Common items include W-2s, 1099s, bank statements, and prior year returns.
Do you handle business and personal returns?
Yes. We prepare both business returns (LLC, S-Corp, Partnership, C-Corp) and personal returns, ensuring they're coordinated properly.
What if I need to file in multiple states?
We handle multi-state filings. We'll determine which states require returns and ensure proper allocation of income.
What if I get audited?
We provide audit support and representation. Because we prepare returns carefully with proper documentation, audits are rare—but we're here if they happen.
Can you help with past-due returns?
Yes. We can help you get caught up on unfiled returns and work with you to resolve any outstanding tax issues.
Serving Edinburg TX & the Rio Grande Valley
O&M Tax & Business Advisory
Proudly serving business owners across the Rio Grande Valley, including McAllen, Mission, Pharr, and surrounding RGV communities. Our Edinburg, TX office provides convenient access to professional tax and business advisory services for the entire region.
Ready for a clearer tax strategy?
Visit O&M Tax & Business Advisory for help with taxes, bookkeeping, and more.
O&M Tax & Business Advisory is DBA O&M Services LLC
