Need to book a discovery call?
This is a great way to get to know each other and see how we can meet your needs. Discovery calls are held virtually through zoom and last about 15 minutes.
Click Here for Frequently Asked Questions
*If you have a business that is filed on your personal return/ Schedule C, select "Personal Taxes".
*These categories are intended to represent most tax situations and are designed to get you scheduled with a Tax Consultant who can meet your needs. For questions, call us at 210-864-1788.
Appointment times may be limited as we progress through the Tax Season. We kindly ask that you have all relevant tax documents available ahead of your appointment.
You will meet with a tax professional on our team.
We will review your Tax Documents and Situation with you.
Our goal is to complete your return with the best tax outcome.
What do we consider standard filings?
W-2 income (1-2 employers)
Standard deduction or basic itemized deductions
Basic investment income (1099-INT, 1099-DIV)
Common Credits & Deductions
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What do we consider Comprehensive filings?
Multiple income sources (W2 1099-MISC, freelance)
Rental property income/expenses (1 property)
Small business income (1Schedule C/ F)
Multiple investment income (K1s, multiple brokerages, Retirement conversions)
What do we consider Complex filings?
Tax Strategy Review and Consultation
Multiple business schedules or rental properties *
Complex investment income (K1s, multiple brokerages, Retirement conversions)
We are accepting new clients and look forward to a conversation! Discovery calls are held virtually through zoom and last about 15 minutes. We will use this dedicated time to get to know you and figure out how we can best meet your needs.
*This appointment is for new clients looking for general information. If you are ready to book a tax appointment or looking for a consultation specific to your tax situation, refresh this browser to be directed back to the scheduling options.
Let's get ahead of those quarterly taxes. Use this calendar to schedule a review of your tax liability...
This appointment will focus on your potential tax liability for the current tax year. If a more detailed consultation is needed, please reach out to us at 210-864-1788.
If you have a specific tax need not specifically listed or are looking to file back taxes, please fill out the form below with your needs and a member of the James Family Tax Team will reach out to as soon as possible to get things started. Typically, within 48 business hours.
After you have completed this form, you can close this browser window.
For follow-up requests, please complete the form below. Our team receives these requests and will respond with next steps as soon as possible, Typically 1-3 business days.
If this is an urgent matter, please indicate below and provide as much detail as possible.
We love serving our clients! We offer a variety of services to support our clients year-round.
Choose what best describes your needs.
Give us a description of how we can serve you best, and our team will reach out to you to get something scheduled.