Where's My Refund

Call Our Office: 281.332.2555      Fax: 281.332.1240

1101-K W. Main Street, League City, TX 77573     View Map

Tax and Bookkeeping Services

The firm primarily prepares and counsels on taxes for individuals, companies and provides bookkeeping services for small to mid-size companies of all industries. In addition, we specialize in providing sound tax advice as well as the following support functions. If you have any questions call us at 281.332.2555.

Judy West and her staff handle the following services:

  • Texas Margin/Franchise Tax Reporting
  • Quickbooks set up - tutorials - bookkeeping for individuals and businesses
  • Employment tax returns including quarterly reporting and year end reporting to the IRS
  • Sales Tax preparation and audit representation
  • Payroll services for small businesses
  • IRS Resolution including payment plans and audit representation
  • Business organization consulting and advice on proper formation structure

Financial Planning Services

As a registered representative, Judy can develop a customized financial program. Her goal is for you to feel confident in your decisions. She will analyze what you need before and during retirement by making the most of your employer-sponsored plans and IRA's. If you have children, she can recommend investment and accumulation strategies to help pay for the high cost of college. Her expertise is risk tolerance and asset allocation to help you pursue your goals. Her passion is helping the small business owner with the best scenario for the needs of themselves and employees.


The firm is well versed in Investment Instruments*. Judy West currently holds various security licenses with H.D. Vest.

*Securities offered through H.D. Vest Investment Services℠ Member SIPC
63333 North State Highway 161, Fourth Floor, Irving, Texas 75038 (972) 870-6000


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