2010 TAX PREPARATION

FORMS for Tax Year 2009 are now posted below.

Use this button if you are going to fax or email your documents to us.

Use this second button if you are going to bring all your documents to us at our Houston location.

Book Your Appointment ONLINE Now!

We understand that you want to keep as much of your money as possible, both in tax savings, and in paying only a fair fee for our services. To that end, we work hard to make sure you get prompt, accurate tax preparation when you entrust us to complete your returns.

At the bottom of this page, you will find some additional forms so you can get a head start on getting us additional information.

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TOP QUALITY: All work at WBTax is under the supervision of an Enrolled Agent; a licensed income tax expert. You have our guarantee that all work is done correctly and we gladly stand behind each tax return we prepare. WBTax is not a "seasonal" tax business. If you ever have a concern or question, we are here year-round for your assistance.

TIME FRAMES: We try to respond to all submissions the same business day we receive them (or the next business morning). Most tax returns are completed within 2 business days after we receive all the documents and information we need from you. Once completed and approved by you, the tax return is submitted to the IRS electronically (no additional charge) within the SAME business day.

Using Direct>Deposit, federal refunds can usually be in your bank account in 10-17 days after filing. If you need funds faster, we do offer Refund Anticipation Loans, although the bank services will add an additional charge. Using the Refund Loan process, you can have funds in as fast as 24 hours.

FEES: Our fees are very competitive, but are typically substantially less than a high-end CPA firm. We aren't as cheap as the tax preparer in the convenience store, though, but you'll be getting someone that knows a lot more about saving you money than the guy taking your sawbuck for a tank of gas. For the fee, you will not find a better VALUE.

Our fees are based upon the number of forms and schedules on your return. We will gladly give you a FREE, NO OBLIGATION estimate once we see all the documents you have and what work needs to be done.

For those who believe that price is the most important part of a service, would you really want to impress your business clients by saving money and having your business meeting at McDonald's? The same is true in our business. Yes, the local franchise tax place is probably cheaper than us, but is that low price what is most important? Often, the savings on this and future years' tax returns is far greater (and your peace of mind greater as well) by having your financial matters handled by an expert than by spending the least amount of dollars now. It's not what you spend, but what you save!

READY TO GO? Just download the forms below and we'll get started.

HAVE A QUESTION? Then just pick up the phone and call 713-473-3863 Our associates are happy to help!

All data forms below are in .pdf format only

Forms for PERSONAL RETURNS Use the appropriate checklist

FAX / MAIL-IN FORMS PAK

FORMS IF YOU ARE COMING TO AN OFFICE APPOINTMENT

SELF-EMPLOYED or receive 1099-MISC? You need this

Detail Sheet for Non-Cash Contributions

If you want a REFUND LOAN, use this form (included in Fax Pak)

If you have a Tax Problem, you'll need a Power of Attorney form

Forms for PERSONAL RETURNS - Refund Loan or Refund Transfer*

Use a Refund LOAN if you need money FAST. Most loans are approved within 12-48 hours and funds can be sent to you either overnight via direct deposit to your bank account or, for $10.00 additional, a cashier's check can be sent via next-day FedEx. ALL FEES WILL BE DEDUCTED FROM YOUR REFUND LOAN proceeds. Please note that our affiliate bank's fees are listed on the Bank Application for this service. WBTax adds a $10 fee to the bank charges. Loans are based upon the ability for our bank to receive your IRS refund.

Use a Refund TRANSFER if you can wait 10 to 17 days for your money. Funds can be sent via direct deposit to your account or, for $10.00 additional, a cashier's check can be sent via next-day FedEx. Refund Transfers are sent to you once the IRS sends your actual refund to our affiliate bank. ALL FEES WILL BE DEDUCTED from your REFUND. Refund Transfers are charged according to the pricing on the Bank Application. WBTax adds a $10 fee to the bank's charges.

* Refund Loans and Refund Transfers are OPTIONAL products. They are not required to have your taxes prepared. If you do not use one of these methods, WBTax requires payment for services at the time your tax return is completed. We accept major credit cards and personal checks.

Forms for BUSINESS RETURNS

Business General Data Forms

Click here to use this form for a corporation, LLC, partnership or other entity.

If you have a small business or you are self-employed or your income is reported on a Form 1099-MISC, please use one of the following forms to give us more information.

If a "password" dialogue opens, click CANCEL.

If you have a home-based business or Direct Selling business, such as Mary Kay, Avon, Quixtar, etc., and your business is not a corporation, you can use this alternate form instead of the one on the left.

If a "password" dialogue opens, click CANCEL.