SAM Houston Group, Strategic Accounting Management

Tax preparation in Houston, TX

Individual and family tax returns, prepared carefully, with a secure portal for your documents. We serve Houston, Katy, Sugar Land, Bellaire and the Uptown/Galleria area, and work remotely with clients nationwide.

What we help with

  • Federal individual income tax returns
  • W-2 employees, freelancers and gig workers with 1099 income
  • Rental property income and homeowners
  • Returns for people who moved to Texas mid-year, including New York part-year returns
  • Help understanding IRS letters and notices

We help you understand IRS letters. We do not represent clients before IRS Appeals or Collections unless authorized under Circular 230.

A Houston tax preparer that’s easy to work with

Upload documents through the client portal as they arrive. You’ll see what’s still missing and get reminders, so nothing holds up your return.

Katy and Sugar Land tax preparation

Our office is on Post Oak Blvd, and because documents are shared through the secure portal, clients in Katy, Sugar Land, Bellaire and across greater Houston can work with us without extra trips.

Get started

See the 2026 pre-season checklist for what to gather.

Ready to get started?

Current clients can log in to upload documents. New clients, email us to set up a pre-season review.

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