Aurelia E Weems, CPA

Aurelia E Weems, CPA

Comments

Hey all if you haven't yet filed a return or extension the IRS has extended the deadline for one more day. Must be filed by Midnight tonight (4/18/18)!!!!
Please call Ross Silva at 936-760-2679!!

No annoying tax professional lingo. Just authoritative and friendly expert advice. Visit us: http://woodlands-cpa.com Or give us a call: 936-273-1188

Certified Public AccountantAccounting, Taxes & ConsultingProviding Services in:• Income Tax Preparation – Individuals, Partnerships, and Corporations• Financial and tax planning• Financial Statements Compilation/Reviews• Bookkeeping

Operating as usual

Child Tax Credit: New update address feature available with IRS online portal; make other changes by August 30 for September payment | Internal Revenue Service 08/26/2021

Child Tax Credit: New update address feature available with IRS online portal; make other changes by August 30 for September payment | Internal Revenue Service

Paper check advance CTC payments via snail mail were waylaid for a lot of people for a variety of reasons, but mainly because of outdated addresses on file with the IRS.

The good news is now there's an address change feature on the Child Tax Credit Update Portal that'll get things fixed in a snap. Even those receiving direct deposit payments from the IRS can use it to make address changes. (This'll be important not only for getting payments but also for 2022 tax purposes.)

And it's all just in time for the Aug 30th deadline for the Sept payments.

Child Tax Credit: New update address feature available with IRS online portal; make other changes by August 30 for September payment | Internal Revenue Service IR-2021-171, August 20, 2021 — The Internal Revenue Service has launched a new feature allowing any family receiving monthly Child Tax Credit payments to quickly and easily update their mailing address using the Child Tax Credit Update Portal, found exclusively on IRS.gov. This feature will help a...

Timeline Photos 08/25/2021

No matter your line of work, your computer might be one of your most glaring vulnerabilities ... and it's one that too many business owners I've worked with don't fully address.

One of the ways bad actors out there are trying to break into your computer is with this nasty little thing called ransomware, which can lock you out of your computer files, systems, networks all while demanding you pay up for their return.

What's worse, you can download it and be completely oblivious to it. Ransomware can be disguised as seemingly innocuous actions like opening an email attachment, clicking an ad, following a link, or even visiting a website with embedded malware.

No matter your line of work, your computer might be one of your most glaring vulnerabilities ... and it's one that too many business owners I've worked with don't fully address.

One of the ways bad actors out there are trying to break into your computer is with this nasty little thing called ransomware, which can lock you out of your computer files, systems, networks all while demanding you pay up for their return.

What's worse, you can download it and be completely oblivious to it. Ransomware can be disguised as seemingly innocuous actions like opening an email attachment, clicking an ad, following a link, or even visiting a website with embedded malware.

[08/24/21]   Protecting your valuable assets is vital to a comprehensive financial plan. Creditors are relentless and will come after you for a host of reasons that you won't see coming: accidents, divorce, errors on the job from faulty workmanship ... and on and on.

Stop focusing on the what-ifs. Get your proactive thinking cap on and start identifying your assets and pinpointing what's at risk.

Top high jumpers decide to SHARE gold in instant-classic final | Tokyo Olympics | NBC Sports 08/23/2021

Top high jumpers decide to SHARE gold in instant-classic final | Tokyo Olympics | NBC Sports

Who could ever forget this moment at the Tokyo Olympics when two athletes chose to share the gold medal? It's the kind of stuff that inspires.

While wiping away "dust" in our eyes, we were reminded that living by a code of ethics makes for not only a fulfilling life (and amazing stories like this) but also a quality business.

What ethics govern your personal and business decisions?

Top high jumpers decide to SHARE gold in instant-classic final | Tokyo Olympics | NBC Sports In one of the most exciting and competitive high jump finals in Olympic history, Qatar's Mutaz Essa Barshim and Italy's Gianmarco Tamberi -- who both cleared...

[08/20/21]   Sometimes you need to tinker with the rhythm of your business in order to keep moving toward your company goals and growing profitability.

Tinkering looks like this:
- Setting targets that build toward objectives
- Monitoring progress using financial benchmarks
- Adjusting procedures as needed

08/19/2021

When you're in the middle of it, dealing with large credit card debt can feel like carrying a two-ton weight up a mountain. To help you out, we've broken down a strategy into six doable steps you can follow that'll help lighten the load ... and get you over that debt mountain.

Timeline Photos 08/18/2021

Good businesses use strategic planning that involves activities happening by a set date. What are those dates in your business? How do you and your team work toward them?

Making a map of your business's big events -- including deadlines, activities, and development opportunities -- ensures your entire staff is on the same calendar page. This in turn helps team collaboration and reduction of redundant tasks while also helping you see what your business must accomplish over the coming year and beyond.

That's called a business rhythm and establishing that opens the door to short-term success and long-term profitability.

Good businesses use strategic planning that involves activities happening by a set date. What are those dates in your business? How do you and your team work toward them?

Making a map of your business's big events -- including deadlines, activities, and development opportunities -- ensures your entire staff is on the same calendar page. This in turn helps team collaboration and reduction of redundant tasks while also helping you see what your business must accomplish over the coming year and beyond.

That's called a business rhythm and establishing that opens the door to short-term success and long-term profitability.

[08/17/21]   A lot of the news out of Washington in recent days has been about the massive bipartisan infrastructure bill that passed the Senate last week. Though the colossal 2700-page Act is still unfinished (expect more tinkering from lawmakers), here are some items that could impact your tax situation:

1. Cryptocurrency tax reporting expansions - getting a Form 1099 from your crypto broker (starting 2023 - but don’t expect this to be the last time the IRS tries to lasso unreported crypto).

2. Tweaks to existing rules about extending time to file and pay taxes after federally declared disasters (which now includes "significant fires").

3. Though the 80 billion Biden proposed to go to the IRS was pushed out of the bill, expect it to show up in a future reconciliation bill. The IRS is cracking down on unpaid tax debt... money is needed to pay for the proposed billions being pumped into rail and roads, broadband, and airports after all.

4. A future pilot program could evolve to evaluate the possibility of a per-mile user fee. In other words, you’d pay for how far you drive rather than pay hidden taxes at the pump for the gas.

5. Possible future tax-related topics include extensions of the Child Tax Credit, Earned Income Tax Credit, and the Child and Dependent Care Credit; relief from the $10,000 state and local tax (SALT) deduction cap; and higher taxes on the rich, among others.

[08/16/21]   Extension-filers: October 15th is exactly two months from yesterday. If you requested a 6-month extension to file your taxes this year, that deadline is sneaking up on you. Gather your paperwork, make an appointment with us, and let's get this thing taken care of for you!

What is the Real Value of $100 in Your State? 08/13/2021

What is the Real Value of $100 in Your State?

We all know the cost of living can vary from state to state, sometimes drastically. Wanna see just how far $100 will go in your state? Check out this map:

What is the Real Value of $100 in Your State? What is the real value of $100 in your state? Explore updated purchasing power state map to compare regional price parity by state in 2018.

Timeline Photos 08/12/2021

There are a lot of horror stories out there about breaches in online security (google them if you dare), but we'll spare you for now.

And because we handle so much sensitive information, we make it a point to go WELL beyond these simple steps.

Everyday families (like you) don't need to erect the kind of cyber fortress we have here ... just observe these 5 simple steps.

There are a lot of horror stories out there about breaches in online security (google them if you dare), but we'll spare you for now.

And because we handle so much sensitive information, we make it a point to go WELL beyond these simple steps.

Everyday families (like you) don't need to erect the kind of cyber fortress we have here ... just observe these 5 simple steps.

[08/11/21]   We got a question about 2021 mileage rates the other day, so we thought it would be helpful to share it here as well:

→ 56 cents per mile driven for business use (down 1.5 cents from the rate for 2020)

[08/10/21]   Some Tuesday motivation as you stare at the work week still ahead. 🤪

"Don't watch the clock; do what it does. Keep going."
- Sam Levenson

Timeline Photos 08/09/2021

Tax planning is one of the few ways you can actually be PROactive about your finances rather than REactive. You can save hundreds (even thousands) with the right tax plan, so don't underestimate its value.

Tax planning is one of the few ways you can actually be PROactive about your finances rather than REactive. You can save hundreds (even thousands) with the right tax plan, so don't underestimate its value.

Funny Taxes Throughout History.mp4 08/06/2021

Funny Taxes Throughout History.mp4

Take a lighthearted look at tax history through the centuries...

Funny Taxes Throughout History.mp4

Financial Health Checklist for Small Business Owners | Kiplinger 08/05/2021

Financial Health Checklist for Small Business Owners | Kiplinger

Have you been keeping your thumb on the pulse of your business? Checking on your business's health needs to be a priority, and it needs to be done regularly. Here's a great checklist to get you started:

Financial Health Checklist for Small Business Owners | Kiplinger Keeping your company up and running is more than a full-time job, so it’s easy to overlook some key steps toward keeping your company – and yourself – financially healthy. Here’s a rundown of items to keep a close eye on.

Timeline Photos 08/04/2021

The average American is almost six figures in debt, but not all that debt is necessarily bad.

Good debt is the kind that improves your quality of life, increases your net worth, or ups your earning potential like investing in education or buying a home.

Bad debt looks like buying loads of clothes you don't need or getting a loan for a fancy new car even though you have a perfectly good car right now... even purchasing that $6 latte 3 times a week.

Either way, knowing how to separate debt and realizing what debt is necessary and which isn’t is vital to your financial health and future.

The average American is almost six figures in debt, but not all that debt is necessarily bad.

Good debt is the kind that improves your quality of life, increases your net worth, or ups your earning potential like investing in education or buying a home.

Bad debt looks like buying loads of clothes you don't need or getting a loan for a fancy new car even though you have a perfectly good car right now... even purchasing that $6 latte 3 times a week.

Either way, knowing how to separate debt and realizing what debt is necessary and which isn’t is vital to your financial health and future.

[08/03/21]   Controlling costs (and cost-cutting) has definitely been in the top ten of hot topics in the business world after the toll the past year and a half has placed on the economy.

So, if you haven't made a list of cost control areas to examine in your own business, here are a few you can start with:

Purchasing - Is your supplier cutting you the best deal? Can you join purchase with another local business to get a volume discount?

Property - Can employees continue to work from home to minimize workspace expenses? Are you considering utility costs (turn off those lights)?

Cloud Computing - Can you make your business more virtual by housing data on the cloud versus physical servers?

Does Your State Have a Sales Tax Holiday? 08/02/2021

Does Your State Have a Sales Tax Holiday?

A lot of parents are eagerly anticipating their state's tax-free weekend as visions of school supplies dance through their heads. And while not every state offers tax-free times (and tax-free dates for at least 4 states have come and gone), there are quite a few that kick off in early August. See here for a complete list:

Does Your State Have a Sales Tax Holiday? Although state budgets may be in unusual places this year, sales tax holidays remain the same as they always have been—ineffective and inefficient.

Things people do during the summer that might affect their tax return next year | Internal Revenue Service 07/30/2021

Things people do during the summer that might affect their tax return next year | Internal Revenue Service

For a lot of people, summertime means vacations and celebrations, and even side hustles. But whether you're tying the knot, getting the kids out of your hair, or just looking to make a little extra cash, you'll want to prepare for how these summer activities will affect your taxes during filing time.

Things people do during the summer that might affect their tax return next year | Internal Revenue Service Tax Tip 2021-102, July 15, 2021

Child Tax Credit Update Portal | Internal Revenue Service 07/30/2021

Child Tax Credit Update Portal | Internal Revenue Service

Calling all parents...

The DEADLINE for opting out of receiving the rest of the Advance Child Tax Credit payments this year is MONDAY, AUG 2.

If you're making more money than last year, you should definitely consider opting out so you don't have to pay back some of it back later.

Child Tax Credit Update Portal | Internal Revenue Service Unenroll if you don’t want to get advance Child Tax Credit payments or check if you’re enrolled.

[07/29/21]   No matter how far around the block customers are waiting, in business, only one line counts.

The bottom one.

That's why controlling costs is critical.

Getting a grip on the costs of doing business brings you both short- and long-term benefits.

“Cost controls” generally mean saving money (who doesn’t like that?) and laying the foundation for greater efficiency and profitability in the future.

Help your kids learn to avoid these 6 big credit mistakes 07/28/2021

Help your kids learn to avoid these 6 big credit mistakes

Do the words "your credit" feel like a nebulous universe you're not quite sure how to understand?

It can definitely feel that way, but understanding how to keep your credit score in good shape is essential in today's world, for both you AND your kids to learn.

Help your kids learn to avoid these 6 big credit mistakes Help your kids develop financial literacy and good credit with a few simple rules.

Timeline Photos 07/27/2021

Even though May 17th has passed, we are busy at work preparing for next year's tax season. Tax laws are always changing (as we've all seen the past two years), and we work hard to stay on top of those changes for you.

If you have a tax-related question or want to sit down to plan ahead to make next year's process go more smoothly, NOW is a great time to call. 2022 is coming. 😊

Even though May 17th has passed, we are busy at work preparing for next year's tax season. Tax laws are always changing (as we've all seen the past two years), and we work hard to stay on top of those changes for you.

If you have a tax-related question or want to sit down to plan ahead to make next year's process go more smoothly, NOW is a great time to call. 2022 is coming. 😊

7 lessons from 'Rich Dad Poor Dad' that will help you save up quickly 07/26/2021

7 lessons from 'Rich Dad Poor Dad' that will help you save up quickly

Having a hard time developing those must-do savings habits? Here are some fundamental financial lessons to get you in the right frame of mind.

7 lessons from 'Rich Dad Poor Dad' that will help you save up quickly The book gives key advice on how to improve your personal finances, how to learn to invest and save, and how to make better financial choices.

[07/23/21]   For businesses who are dealing with disgruntled customers and working toward a happy resolution -- HEARing is essential:

HEAR the customer and don't interrupt
EMPATHY is everything
ASK (What can I do to make this right?)
RESOLVE - Unless the request is absolutely ridiculous, DO IT.

The Best Ideas for Teaching Kids to Save and Earn Money 07/22/2021

The Best Ideas for Teaching Kids to Save and Earn Money

We feel passionate about helping parents teach their kids about money. This is a kind of power that can help kids stay out of the murky waters of debt and bad financial decisions, and be empowered to make the right choices as they grow up.

Thomas Jefferson once said, "If knowledge is power, we should look to its advancement at home, where no resource of power will be unwanting."

Here are some ideas for parents.

The Best Ideas for Teaching Kids to Save and Earn Money Teaching kids about money, including how to save and spend wisely, can set them up for long-term success.

Timeline Photos 07/21/2021

No matter what industry you're in, or how far you go in your career, the ability to effectively negotiate can make the difference between success and mediocrity.

Here are some trenches-tested principles that’ll bring you closer to your ideal outcome:
- Know what you want in advance
- Ask for what you want
- Understand what your partner wants
- Don't concede unilaterally
- Don't rush
- Be ready to walk away

If you're getting into negotiations and want a little more of our wisdom on any of this, let's chat.

No matter what industry you're in, or how far you go in your career, the ability to effectively negotiate can make the difference between success and mediocrity.

Here are some trenches-tested principles that’ll bring you closer to your ideal outcome:
- Know what you want in advance
- Ask for what you want
- Understand what your partner wants
- Don't concede unilaterally
- Don't rush
- Be ready to walk away

If you're getting into negotiations and want a little more of our wisdom on any of this, let's chat.

Videos (show all)

6 Ways to Climb Out of Credit Card Debt
4 Steps to Organizing Financial Records
Two tax codes
Money can buy happiness
5 Mistakes of Self-Preparers
Tax Time 2020
7 Planning Questions
7 Planning Questions
2019_-_7_Planning_Qs.mp4
2019_-_7_Planning_Qs.mp4
6_ways_to_climb_out_of_credit_card_debt.mp4

Telephone

Address


1510 I45 North, Suite 150
Conroe, TX
77301

General information

Call for an appointment. Sometimes closed at lunch during non-peak times.

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Other Tax preparation in Conroe (show all)
Lonestar Payroll Services Lonestar Payroll Services
406 N Thompson, Suite 203
Conroe, 77301

Lonestar Payroll Services is a payroll company comprised of highly qualified accountants ready to assist you with all of your payroll needs.

Q TAX Multiservices Q TAX Multiservices
610 S Frazier St Suite C-610
Conroe, 77301

Notario Tax

Account-Abilities LLC Account-Abilities LLC
2257 N Loop 336 W Suite 140-394
Conroe, 77304

Our expertise ranges from basic tax management and bookeeping services which includes QuickBooks support.

Shbaita Tax Services Shbaita Tax Services
1500 S Frazier St Ste B
Conroe, 77301

Conroe TX. based Shbaita Tax Services​, has the expertise to provide you with the services that you need.

First Choice Tax and Business Services First Choice Tax and Business Services
3307 West Davis Suite 4B
Conroe, 77304

First Choice Tax and Business Services has the expertise to provide you with the tax services that you need.

Freeway Insurance Freeway Insurance
2017 N Frazier G12
Conroe, 77301

Find cheap car insurance in Conroe, TX at Freeway Insurance. We compare rates from multiple companies to get you the lowest price.

Jackson Hewitt Tax Service Jackson Hewitt Tax Service
2017 N Frazier St Ste A-1
Conroe, 77301

Yancy CPA Yancy CPA
15479 Pin Oaks Dr
Conroe, 77384

Crowl, Cameron & Associates PLLC Crowl, Cameron & Associates PLLC
303 Longmire Road, Suite 201
Conroe, 77304

CPA firm offering tax, accounting, and advisory services with specialized expertise in property & sales tax. Serving served businesses, entrepreneurs and individuals in Conroe, TX, The Woodlands, TX, Montgomery County TX and worldwide.

H&R Block H&R Block
1126 W Dallas St
Conroe, 77301

Absolute Financial and Tax Services Absolute Financial and Tax Services
406 N Thompson, Suite 203
Conroe, 77301

We specialize in tax preparation and bookkeeping services.

AllTax Service Center AllTax Service Center
515 FM 1488 Suite A
Conroe, 77060-3105

AllTax Service Center offers Income Tax Preparation, with over 16 years experience in the industry, and no $ down in most cases.