Give FPTO the opportunity to earn your business.
First-time customers get $50 Off Individual Tax Prep & $100 Off Business Taxes
Claim Voucher hereTax Preparation Services
Financial Planning & Tax Office has been assisting businesses and individuals with accounting services for over 30 years. We are BBB Accredited with a great team of tax preparers and Enrolled Agents & CPAs offering the best tax preparation services in Texas. We focus on doing great work, building long-term relationships, and providing excellent customer service to our clients.
From individuals to businesses, and even Estates, the Financial Planning & Tax Office is up to date with the latest tax law amendments to serve you efficiently every year. You can rely on us for reliable tax preparation services. We will work diligently to get you every tax credit and deduction you deserve!
Our Tax Preparation Service includes but is not limited to:
- Personal Income Taxes (1040, 1040A, 1040EZ)
- Business Taxes (Sch C, 1065, 1120S, 1120)
- Nonprofit (990, 990A)
- Estate Taxes (1041)
- State Tax Returns
- Amended Tax Returns
Filing Option
In-person
- Feel free to come to our office and work with a tax professional one-on-one.
- Our friendly and knowledgeable staff will go through your return in detail for tax preparation in Texas and make sure you get every credit and deduction you deserve
- Once complete sign your documents and await your tax refund
Virtually
- Work with FPTO from the comfort of your home. Create an account on our secure portal,
- Upload your tax documents (W2, 1099, 1095A, etc).
- Our team will work with you over the phone or via email to get you the maximum refund possible.
- Complete the process by e-signing your return.
Drop Off
- Don’t have time to wait? Swing by our office and drop off your tax documents.
- Our dedicated team will work with you by phone and email to complete your return and ensure satisfaction.
- Come by in person to complete the process or sign your documents electronically.
Customer Reviews
When I tell you this place is Beyond Awesome, the customer service was A+. Staff was knowledgeable, resourceful resources, and friendly. I just moved to Rosenberg, TX 6 months ago from Gautier, Mississippi and I needed someone GREAT to assist/help me with my taxes. Well, I found the right place at Financial Planning and Tax Office. Thank you, guys, for doing an Excellent Job 🙂
Being new transplants to Texas, we were clueless in the search for a knowledgeable and reputable tax preparer. We turned to our friend Google and saw high reviews! We knew that we had to schedule an appointment with Olu! Another plus was he was less than a 10-minute drive from our home!
When we met, we were greeted warmly and found him super engaging! Olu looked over our documents and quickly found additional deductions that we qualified for that we were not aware of. He is extremely knowledgeable and efficient. He answered our questions and explained the process and how the refund will be distributed. We highly recommend going here!
I have been going here for years and so have my parents. I always recommend this place to everyone. Lorine is so knowledgeable and helpful during tax season. She really simplifies things, so they are easy to understand. Plus, they are also able to do loans to help you out before your return gets here. I live in Pasadena but drive the hour down here because it’s worth it.
Olu really took the time and patience in helping me tonight on such short notice. Very knowledgeable, understanding, helpful, and professional. Thank you for your kind services and I will definitely be back next year for sure!
Best CPA/ Financial Planning firm out there! I was referred here by a good friend and Olu saved me more time and money than I thought was possible. Not only was Olu and his team savvy AND ethical, but they walked me through the process and educated me on how I can benefit each and every year. I can’t imagine going to any other CPA after what I learned from my 45 minute visit with Olu, and receiving the tax benefits that he uncovered for me. The process they have is super easy and the peace of mind they have given me is invaluable. If you don’t have a GREAT tax professional, Olu is your man!
The office in Rosenberg, TX is awesome! I won’t go to anyone else! He and his girls do the most. FPTO is who I trust! 8 years and they are still going strong!!
The team at FPTO has been taking care of my family for years. They are thorough, patient, and professional. We were able to complete my return virtually. I highly recommend!
I have been working with Olu and his staff for over 10 years and am very satisfied with the work that they do. Even after I moved away from Houston, I still use them! The process is smooth and simple!
I found Financial Planning when looking for a CPA to do my taxes and the staff are fantastic! They explained my taxes in terms that I could understand, without overwhelming me. I will definitely return to have future taxes done!
