Tax preparation with clarity, accuracy and support you can trust.
Your tax return is more than a collection of forms. At ServiAmigo, we take the time to understand your situation and explain your result — you won't just get a number and a place to sign.
Every taxpayer has a different financial story.
We provide personalized tax preparation for individuals and families, including:
We prepare the return — and explain what it means.
Wherever you fit, we've got a process for it.
W-2 Employees
Accurate preparation beyond entering a W-2.Multiple employers, health insurance, retirement contributions, education expenses, or income from different states — we review what applies to you.
Families & Dependents
Tax preparation that considers your household.Filing status, dependent information, childcare expenses, education benefits, and other family-related considerations.
Self-Employed Individuals
Personal and business taxes may be connected.We help organize the information needed to report income, expenses and self-employment tax accurately.
Explore Self-Employed Tax Prep →Business Owners
Coordinate your business and personal return.Partnership and S-Corp activity often flows into your individual return. We coordinate both for consistency.
Explore Business Tax Preparation →Investors
Reporting investment income and transactions.Interest, dividends, brokerage activity, and capital gains — please provide complete brokerage statements.
Rental Property Owners
Report rental activity with proper records.Rental income, expenses, depreciation and improvements — accurate prep requires complete property records.
View the Rental Property Checklist →Retirees
Tax support for retirement income.Social Security benefits, pensions, retirement distributions and investment income commonly received in retirement.
Multi-State Taxpayers
Support for income in more than one state.Moved, worked remotely, or earned income in different states? Filing requirements depend on your specific facts.
A complete, organized tax preparation service.
Depending on your tax situation, your service may include:
- Review of your submitted tax documents
- Preparation of your federal return
- Preparation of applicable state returns
- Review of deductions and credits
- Reporting of employment income
- Reporting of self-employment income
- Reporting of retirement and investment income
- Reporting of rental activity
- Review of estimated tax payments
- Electronic filing when available
- Secure electronic signatures
- Explanation of your refund or balance due
- Secure delivery of your completed return
- Access to documents via the client portal
Bookkeeping, amended returns, notice assistance and tax planning may require a separate engagement.
A secure, organized experience from start to filing.
Start Your Service
Schedule your appointment or complete the new-client inquiry form.
Complete the Organizer
Answer a questionnaire about income, dependents, and changes this year.
Upload Documents
Submit clear copies through the secure client portal — never by email.
Document Review
We review everything and follow up through the portal if something's missing.
Return Preparation
We prepare your federal and applicable state returns.
Review & Explanation
We walk you through the result — refund, balance due, and what's next.
Signature & Payment
You sign electronically and complete the invoice or payment arrangement.
Electronic Filing
We file when eligible, and your complete package lands in your portal.
Start with what applies to your situation.
- Government-issued photo identification
- Social Security cards or ITIN letters
- Prior-year tax return
- Forms W-2
- Forms 1099, 1099-NEC and 1099-K
- Brokerage and investment statements
- Retirement income documents
- Social Security benefit statements
- Schedules K-1
- Mortgage interest statements
- Education and student-loan documents
- Childcare information
- Marketplace insurance Form 1095-A
- Estimated tax payment records
- Business income and expense records
- Rental property records
What changed during the year?
Professional tax preparation with a human connection.
Personalized Attention
We take the time to understand the facts behind your documents.
Clear Explanations
We explain your result without unnecessary technical language.
Secure Document Management
Organizer, documents, signatures and your return — all in one secure portal.
Bilingual Service
Client support is available in English and Spanish.
Business Owner Experience
We understand how bookkeeping, payroll and entity returns connect to yours.
Year-Round Support
Filing may lead to estimated taxes, planning, or notice assistance — we're here after, too.
Business Owners
Your personal return may be the final step, not the first — Schedule K-1 activity often needs to be coordinated first.
Explore Business Tax Preparation →Preparation vs. Planning
Filing reports what already happened. Planning happens before year-end, to help prepare for what's next.
Explore Tax Planning →Prior-Year & Amended Returns
Behind on filing, or need to correct a return? We can help review what's needed.
Request a Tax Return Review →IRS & State Notices
A notice doesn't always mean something was done wrong. We'll explain what it means and the next step.
Request Notice Assistance →Quick answers before you get started.
When should I submit my tax documents?
As soon as they become available — but submit after confirming you've received all expected income forms. Filing too early may mean omitted income or an amended return later.
Can you guarantee a refund?
No. Your result depends on your income, withholding, payments, deductions, credits and applicable rules. No responsible tax professional guarantees a specific refund before reviewing your complete information.
Do you prepare returns outside Texas?
Yes. We provide remote tax preparation nationwide. Which state returns we can prepare depends on your specific filing situation.
Can I send documents through WhatsApp?
Sensitive documents should go through the secure client portal — not regular email, text, or WhatsApp.
How long will my tax return take?
It depends on complexity, completeness of documentation, and time of year. Preparation doesn't begin until documents, the organizer, the engagement agreement, and payment are complete.
Can you prepare my return if my bookkeeping is incomplete?
Business income requires complete, supportable records. If your books are incomplete, catch-up or cleanup bookkeeping may be needed first.
What happens if I owe taxes?
We'll explain the balance and available payment options. Payment arrangement or resolution services may need a separate engagement.
Do you offer in-person appointments?
No. ServiAmigo is a 100% virtual firm. We meet by video call or phone, and you share and sign documents through our secure client portal, so you can work with us from anywhere in the United States.
Fees are based on the complexity of the return.
Filing status, number of income sources and state returns, self-employment or business activity, rental properties, investment activity, and the completeness of your records all factor in. After reviewing your situation, we'll communicate the applicable scope and fee.
Amended returns, bookkeeping, tax planning, and IRS notice assistance are priced separately.
Ready to prepare your tax return?
You don't need to understand every form before contacting us. Tell us about your situation, gather what applies to you, and let us guide you through the next steps.
Personal tax preparation with clarity, accuracy and care.
ServiAmigo Tax & Advisory provides individual and business tax services for individuals, families, self-employed professionals and small business owners.
Based in Magnolia, Texas. Serving clients nationwide. Service available in English and Spanish.