Individual Tax Preparation
Form 1040 preparation focused on accuracy, compliance, and personal attention. State returns are considered on a case-by-case basis.
Lagniappe (LAHN-YOP) — “a little something extra.”
Individual tax preparation, done thoughtfully
A selective solo practice led by an Enrolled Agent, focused on accurate Form 1040 preparation and proactive planning — for wealth advisory clients and select standalone tax clients alike.
Based in San Antonio, Texas, serving individuals and families across Texas and, when appropriate, select clients elsewhere in the United States.
What the firm does
A focused set of services for individuals and families, prepared personally rather than passed down an assembly line.
Proactive Tax Planning
Forward-looking tax projections and planning for clients who want more than return preparation alone.
A practice built around planning
Lagniappe Tax Group was created in part so my wealth advisory clients could have tax preparation coordinated with an advisor who already understands their broader financial picture. Select standalone tax clients are welcome too.
This is intentionally not a high-volume practice. New clients are considered only after an initial consultation and secure review of a prior-year return, allowing complexity, scope, and overall fit to be evaluated before an engagement is offered.
“Accurate preparation today, with an eye on the decisions coming next year.”
— Lagniappe Tax Group LLC
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