TAX COACHING

Strategic Tax Coaching Services Serving Houston, TX & Surrounding Areas

Most people don't know that their CPA or accountant is also a "compliance accountant." They do a great job putting together the tax returns, but they don't do any real planning! Ro Watson starts with a Tax Plan Strategy with every new client. We want you to pay as little as possible, and this helps us make sure we save every penny.

Our Services Include:

  • Coaching and ACTIVE strategies to help you establish your career
  • Confidence that you're paying as little tax as possible
  • A plan that has been made just for you
  • Personalized tax-saving solutions for your own situation
  • Ongoing Help
  • A group of advisors to give direction and hold people accountable by setting goals

Tax Software Support With RPS Tax PRO

Our tax experts look forward to helping you with your queries! As a bonus, we're here to assist you with all aspects of your company. We are happy to share our in-depth expertise in the tax industry with our Partners. There is no question that we will assist you in finding an answer, even if it is business-related.

Our Software Includes:

  • Cloud- based software
  • Branded mobile app
  • Cloud based Portal
  • Remote management 
  • Paperless office
  • Bank Products
  • Remote Signature
  • Unlimited Tech Support
  • Software Portal Training
  • Unlimited e files
  • Unlimited clients

Bonus:

  • Audit support letters 
  • Pricing Toolkit
Businessman Using Laptop – Houston TX – Ro Watson

Tax Software Made by Professionals, for Professionals

All-inclusive tax software

Professional tax software built by and for tax preparers. Prepare 1040 federal, state, and local tax returns.

Integrated bank products

Get your clients their refund fast and get paid sooner through one of our six bank partners.

Unlimited support

Less than 60 second in-season wait time. No additional fees.

Corporate business returns

File form 1065, 1120, 706, 990, and more with our full corporate business suite.

Does Our Program Sound Like What You Need?

Schedule A 15 Minute Demo With One Of Our Experts!

EXISTING CUSTOMER SCHEDULE APPOINTMENT! NEW CUSTOMER SCHEDULE APPOINTMENT!

Tax Courses

Whether you are already a tax preparer or you want to become a Tax Pro, our tax preparation courses offer expert training from the best in the business.

These courses will provide information that allow you to handle some of the more complex issues in tax preparation.  It will enrich your career as a tax professional and enhance your value as resource to your clients.

The Ultimate Tax Blueprint – Individual Edition:

This course provides:

  • Taxpayer Responsibilities & filing requirements
  • Taxable Income
  • Deductions & Credits
  • Determining Filing Status & Dependents
  • Tax treatment of Capital Gains and loss
  • Tax treatment of retirement plans
  • Self - Employment / Business Taxes
  • Taxation for rental income
  • Tax Compliance and Ethics
  • Types of records
  • Ethical considerations
Businessman Using Laptop – Houston TX – Ro Watson
Businessman Using Laptop – Houston TX – Ro Watson

The Ultimate Tax Blueprint – Entity Edition

This Course Provides:

  • Tax Law Training
  • Partnership Returns
  • S- Corp Returns
  • C-Corp Returns
  • Reasonable Compensation
  • Accountable Plans
  • Tax Planning Tips
  • Weekly Coaching 
  • In -season Coaching

Our Courses Offer

Virtual learning

Take online courses from home.

(In-person locations available.)

Classes on your own schedule

Live-paced classes run from

August through December.

Skilled instructors

Attend classes taught by some of

the industry’s best tax professionals.

CALL FOR MORE INFORMATION

Business Consulting

As a true business partner, we can help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions about expanding, selling, or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions. We can help with:

  • Tax Law Training
  • Clean up of prior period financials
  • Research on various financial topics
  • 1099 preparation and submission
  • IRS resolutions
  • Tracking and Retaining financial records
  • Budget discussion and preparation
  • Financial statement reviews
  • Business Valuations
  • Tax planning/Strategy
  • Various financial reports other than the standard reports

Call today to schedule a free 15 -minute consultation!

SCHEDULE YOUR APPOINTMENT TODAY!
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