Book your tax appointment with us today.
File your tax return, get caught up on prior-year filings, or set up a discovery call with us about tax planning or strategies.
Have questions? Call us ☎️ (210) 864-1788
Choose an appointment type
Please reach out if you cannot find an answer to your question. See pricing.
We look forward to partnering with you to complete your return. The ability to complete your return depends on you, as the client, providing all documentation in a concise manner.
For example, upload all relevant documents at one time, or bring all relevant documents to your in-office appointment.
We understand the importance of keeping your personal and financial information confidential. We will not disclose any information you provide to any third parties without your explicit consent, unless required by law.
James Family Tax uses a secure client portal in accordance with our internal security plan and IRS security guidelines.
The client portal is also the central place for exchanging documents. We cannot accept sensitive tax information through any other virtual channel outside of this portal, including email, text or any other digital channel.
We have simplified and standardized our pricing. We use transparent pricing for individual tax returns, with costs determined by the forms and complexity your situation requires.
For current tax year filings, payment is due upon completion of your return. Payment can also be made from your refund, if applicable, in accordance with our terms and conditions.
More on pricing can be found below.
Yes. We file all returns electronically and directly to the IRS. Some rare circumstances require a return to be mailed, and we work with our clients to make sure those returns are sent.
James Family Tax works year round to support our clients and their tax needs. Appointments are always available for needs after the filing season.
Additional services after your return has been filed may be subject to additional service charges.
James Family Tax has been honored with the “YOURSA Best Places for Tax Services” award in 2023, 2024 and 2025. This recognition is a testament to our commitment to providing exceptional tax services.
We are also proud to be highly recommended and rated on Google.
Thank you for the opportunity to show you why we love taxes and the families we get to serve.
We believe that taxes take teamwork! We are proud to have a team that holds our values close: Family, Trust & Community. We work together to ensure that you have the best tax experience possible.
Enrolled Agent | Tax & Business Consultant
“I strive to build strong relationships with our clients. It’s about treating every client as a valued individual and understanding the uniqueness of each family and business I am privileged to work with. I enjoy working with small businesses to help ensure that they set themselves up for lasting success.”
Vision & Culture Leader | Co-Owner
“I love being part of a team that genuinely enjoys serving others. It’s important to me that we create an experience where both our team and clients feel valued. At JFT, we truly care about you, your family, and your success.”
Operations Director
“For the past few decades it has been a pleasure to provide professional client services in sales, communications and education. I strive to understand every challenge to best assist clients meet their needs and expectations by focusing on the details. My husband and I have lived in this amazing city since 2006 and have 3 active children. I’ve learned the importance of maintaining an organized calendar and the value of prioritization. Looking forward to assisting you on your tax and business journey.”
Lead Office Administrator
“I genuinely love getting to know our clients and helping guide them to best support their needs. My customer service skills are rooted in the belief that every interaction is an opportunity to serve others with kindness and respect. I aim to create positive experiences and contribute to a sense of community where everyone feels valued and cared for. I absolutely adore my husband and our fluffy dog, who both bring so much joy into my life every day, and I’m excited for the opportunity to apply that same enthusiasm into making a positive impact in this community with the James Family Tax Team.”
Tax Consultant
“I have been in the tax industry since 2022, and I find joy in knowing that I am making peoples’ lives easier with my work. I know that taxes can appear daunting but with my knowledge, clients walk away feeling reassured. When I am not in the office I can usually be found playing pickleball with my girlfriend, working out in a gym or spending time with friends and family.”
Bookkeeper
Suzanne is our bookkeeper. She keeps our clients’ books organized and accurate all year long, so tax time feels a lot less stressful. Her full introduction is coming soon!
Both offices are currently by appointment only. For the best service, schedule time so we can focus on your needs.
