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We will call you within one business day. Want to skip the wait? Pick a time below. Here is what your plan will look like.
Know Before You Owe
You will not see it until April.
Most business owners with a real tax bill are overpaying the IRS, and most of the fixes expire December 31. Your books are clean and your return gets filed on time. Nobody on your side was planning the year while it could still change.
Book a callMidland, Texas. In English or Spanish.
Pages from an example Assessment. Not a real client, and every figure belongs to the example.
The year you are in
Eleven months where something could still be done, and nobody is doing it. One month where everybody is paying attention and nothing can be changed.
Jan to Mar
Last year gets filed
Somebody reports what you already did. In April you find out what you owed, and the number is final.
Apr to Aug
Nobody is looking
Nobody has projected the year. You have no reliable way to find out where you stand, so the question just sits there.
Sep to Dec
Everything is still movable
This is the only stretch where a decision can still change the number. It is also when almost nobody is thinking about it.
Dec 31
Closed
The year ends. Everything after this is reporting.
Last year gets filed
Somebody reports what you already did. In April you find out what you owed, and the number is final.
Nobody is looking
Nobody has projected the year. You have no reliable way to find out where you stand, so the question just sits there.
Everything is still movable
This is the only stretch where a decision can still change the number. It is also when almost nobody is thinking about it.
Closed
The year ends. Everything after this is reporting.
What you have been buying
Take the year that already happened, report it accurately, file it on time. That is what was quoted and that is what gets delivered, usually well. It cannot change the number, because by the time it is being done the year is over.
What nobody offered you
A different job. It happens before the year closes, it takes hours that were never in the quote, and it needs somebody looking at your numbers in September instead of February.
Most owners have been buying the first one for years and have never once been offered the second.
What you actually get
Planning is built for you if
A high W2 income? Worth a call too.
Even without a business, a large paycheck can have ways to lower the bill and keep more of what you earn. On the call we tell you honestly whether there is enough there to be worth an Assessment.
Books behind or returns not filed? No problem.
We get you caught up and started on the right foot first. Then we have the planning conversation, if it makes sense for your situation.
Starting a business, or thinking about it?
We help you set it up the right way from the start, so your taxes are planned around it instead of fixed after.
Who you are working with
Catalina is a small team in the Permian Basin. The same people handle your return, your books and your plan, so nobody has to be caught up on your file twice.
The person who does your assessment is the person you will be on the call with.
What it could save you
This is where it usually comes from.
Tax you did not have to pay
Moves that only count if they happen before December 31, each one sized in dollars for your numbers, so you can see which are worth the trouble.Penalties for paying too little during the year
If your estimated payments are behind, the IRS charges for it. Knowing your number now means you can fix the payments before the last one is due on January 15.A surprise in April
When you know the bill in the fall, the cash is set aside instead of found at the last minute.Paying for the wrong fix
If your books need work first, you find out on the call, before you pay for this.What we will not do is promise a number before we have seen yours. Some years the honest answer is that you are already set up well, and the plan says so. The fee is set by how much there is to go through, and you are told what it is on the call, before anything starts.
What your plan can cover
These are the areas we look at for every owner. What ends up in your plan depends on what we find.
A look back at your last three returns
Missed deductions or credits in years that can still be corrected, and anything that should be fixed before a plan is built on it.
How your business is set up
Whether your LLC, S corp or several companies still fit what you earn now, and what a change would take.
Retirement
How much you can put away before tax this year, and which kind of plan fits a business your size.
Strategies that fit your situation
We uncover the tax strategies you can take advantage of based on your business, your income and your goals. Not a one size fits all list.
Not every area applies to every owner. The plan only includes what fits your numbers, and says why the rest does not.
Two pages from an example Assessment for an illustrative oilfield services owner. Not a real client record, and every figure in it belongs to the example.
What our clients say
Real Google and Facebook reviews, word for word. Most are about our tax preparation work, which is where most clients start with us.
“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 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.”
