Services Overview
Helping you grow, protect, and preserve your wealth.
See full services & pricing →Entity setup done right the first time, including state filing fees and your EIN.
Individual, sole prop, and business returns (1065/1120/1120-S), prepared and filed correctly.
Monthly books kept current and clean. Sales tax and franchise tax filing available as an add on.
Three tiers to match your team size, plus $6/employee (up to 10; $8/employee for 11+).
Interested in Tax Planning?
A deep, one time review of your tax and financial situation, using the same strategies wealthy families and businesses use, delivered as a clear, written roadmap for the next 12 months. Flat fee, discussed on your discovery call.
Who You're Working With
Every return, every strategy, every call is handled by the same small team, based here in the Permian Basin. You'll know who you're talking to, and they'll already know your file.
Meet the team →
Our Approach
30 minutes, no cost. We review your last return and current structure, then dig into your goals to see if this is worth pursuing further.
A focused, paid engagement that maps every strategy you qualify for: five stages, nine days, ending with a live walkthrough of your plan.
Books not current? We handle cleanup or back tax prep first, so the Assessment starts from clean, accurate numbers.
We stay in the work with you through the year: filings, checkpoints, and adjustments as your numbers change.
Inside the Strategy Assessment
Days 0–2
Secure Intake
Engagement signed and documents gathered: returns, P&L, entity records, and current assets.
Days 2–4
Retroactive Audit
Your last three years of returns and P&Ls reviewed for missed deductions and a liability projection.
Days 4–7
Plan Build
Your numbers and goals mapped against every strategy: entity, retirement, property, capital.
Days 7–9
Internal Review
Final internal review to confirm everything is accurate and fully compliant before it reaches you.
Day 9
Delivery Session
We walk the entire plan through with you live, strategy by strategy.
Proven Impact
1 Hour
Average response time, we don't leave you waiting
10 Years
In business, proudly serving the Permian Basin and beyond
400+
Clients served, and counting
What our clients say
Real Google and Facebook reviews, word for word.
“Best tax preparer for oilfield workers! She is very flexible and accommodating with crazy schedules and her online document upload and signatures made it very easy to process my return without having to leave work”
“Highly recommend Jasmine at Catalina Services she is very knowledgeable and responsive throughout the tax preparation process. We have been using her service for the past 4 years without any issues. She provides outstanding service and goes above & beyond to ensure your questions & concerns are all addressed.”
“amazing 👏 very convenient everything is done fast and easy love that she communicates everything and very detailed and easy to understand highly recommend Catalina services they are awesome thank you Jasmine”
“Jasmine is amazing!! Won't go anywhere else! Fast responses and was very detail oriented asking questions other tax places never asked so I can get the maximum return! 💕”
“I had an amazing time dealing with Catalina Services! They are very thorough and were able to make the whole process extremely simple. I could not see myself going to anyone else! 5 stars all the way!”
“This place was great. I won't be getting my taxes done anywhere else. Now my mom, brother and sister all get theirs done with them too. They are very prompt, they explained everything in detail and made the whole process very transparent and smooth. I appreciated all their efforts!!”
“This was our first year using Catalina Services! Jasmine was phenomenal and explained everything. We will be back next year for sure!”
“Had an amazing experience with Catalina services. She is very thorough and made the whole process easy and simple to understand. Wouldn't go anywhere else!”
“once upon a time, catalina services provided me a service. They were amazing and very helpful. I have never had the professionalism and respect as i did from them. Not only did i get great service. they made it so easy ..”
“I love using Catalina Services! The team takes such great care of my tax needs and offers such great service. I'm incredibly thankful I found them!”
“Jasmin calvillo was very professional and very helpful. Thank you so much for everything.”
FAQ
Catalina is a tax planning and advisory firm, not just a tax prep shop. Most CPAs are compliance focused: they prepare accurate returns based on what already happened. We start from that same accuracy standard, but the engagement is built around forward looking strategy, identifying what you can legally change before year end, then tracking it throughout the year instead of revisiting it once, annually.
A deep, one time review of your tax and financial situation. You get back a clear, written strategic plan: the specific opportunities available to you, what they're realistically worth, and a roadmap for the next 12 months. We only put a strategy on the plan, and count it toward your projected savings, once we're confident it applies to your facts and is actually implementable, so the numbers you see are grounded, not a sales pitch. It's a paid engagement (flat fee, discussed on your discovery call) and it's delivered quickly rather than left open ended.
It ranges from straightforward moves like an accountable plan, the Augusta Rule, hiring your own kids for real work, and choosing the right retirement plan, up to bigger structural ones like an S corp election or income shifting. For real estate and higher complexity situations, it can also include things like cost segregation or a 1031 exchange, which involve an outside specialist and their own vetting before they're counted as a real number rather than just a possibility. Which of these actually apply to you depends entirely on your facts. That's what the Assessment works out.
Catalina is built as an all in one firm on purpose. Bookkeeping, payroll, entity formation, and compliance live under the same roof as the tax strategy and advisory work, instead of you coordinating a bookkeeper, a payroll provider, and a strategist separately. That matters beyond convenience: a strategy only pays off if it actually shows up correctly in your books and payroll, and when one firm owns both sides, that follow-through happens automatically instead of depending on you being the messenger between disconnected providers.
You choose an annual advisory package sized to your complexity (how many entities/returns are involved, how often we meet, how deep the reporting goes) and we onboard you: one meeting to set up documents and access, then implementation of the strategies from your plan. From there it's an ongoing relationship: regular financial reporting, scheduled strategy reviews, and a year end report showing what was actually implemented and what it was worth. Exact pricing is set case by case and walked through once we know your situation.
If your situation isn't there yet, starter services (bookkeeping, payroll, cleanup, basic compliance, entity setup) are a lower cost doorway toward advisory once your tax bill or complexity grows, and it's the same firm the whole way, so nothing gets lost when you're ready to move up. If an Assessment genuinely shows limited upside, we'll tell you plainly rather than manufacture a plan to justify the fee; a lighter touch arrangement may be the right next step instead of a full annual engagement.
