Serving San Antonio, Schertz and the surrounding area
Tax Planning & Advisory Services in San Antonio & Schertz
Proactive, year-round planning so you make tax-smart decisions before the year ends, not after.
The best time to lower your tax bill is before the year ends. From proactive planning and compliance to strategic advisory, we use our knowledge and experience to make sure you have the most efficient tax strategies, while staying compliant with ever-changing tax rules.
How we help
- Year-end tax planning to review your position and act before December 31.
- Tax strategy reviews for families with complex returns and for business owners.
- Paid tax consultations for specific questions or tax matters that need resolution.
- Discovery calls to talk through your needs before you commit.
Our advisory work is led by Richard James, an Enrolled Agent and tax and business consultant. Enrolled Agents are federally licensed by the IRS and can represent taxpayers before it.
Find your planning priorities
Answer a few questions to see which planning moves matter most for you this year.
Common questions
What is a tax consultation?
A paid consultation for year-end planning, questions about your tax position or guidance on tax matters that need resolution. It gives you time to review your circumstances, ask questions and get clarity on potential strategies or next steps.
What is a discovery call?
A short virtual call to discuss your needs and see how James Family Tax might best serve you. Grab a cup of coffee and spend a few minutes with us.
Helpful reading from our blog
What's A Tax Plan - How To Start A Tax Plan Ahead Of Tax Season
What a tax plan is, how much time it saves at tax season, and three ways to start one now so you file faster and keep more of your money.
Smart Tax Moves To Make This November
Smart tax moves for November: organize documents, review income, boost retirement and HSA contributions, and plan year-end giving.
Understanding the IRS Distinction Between Hobby and Business
Is your side activity a hobby or a business? How the IRS decides, why it matters for deductions, and how to run it like a business.
Ready to join our Tax Family?
Book a discovery call, a tax preparation appointment or a planning consultation. We’re here year round.