Tax Advisory

Tailored Tax Solutions for Financial Empowerment

At JV CPA INC., we understand the impact of elevated tax bills on your financial well-being. Every tax challenge presents an opportunity for financial empowerment. Our expert tax planning services are tailored to alleviate concerns and optimize financial success.

Our Approach

Optimizing Your Tax Return

Our primary aim is to maximize the deductions and credits available to you. Our experts explore every avenue to identify potential deductions and credits that can lower your tax liability. Whether it’s claiming business expenses, educational expenses, or retirement contributions, we leave no stone unturned in optimizing your tax return.

Strategic Investment Planning

Minimize Taxes on Investment Income

We understand the pivotal role of investments in tax planning. By strategically allocating your assets across different investment vehicles, we can help minimize taxes on investment income and capital gains. From tax-advantaged retirement accounts to municipal bonds and tax-efficient mutual funds, we devise an investment strategy that generates returns while minimizing tax implications.

Understanding Tax Planning

Proactive Financial Management

Tax planning is proactive financial management that focuses on tax implications. It involves strategizing to legally minimize the amount of taxes owed while ensuring compliance with the law. Effective tax planning requires a deep understanding of tax regulations, investment vehicles, and financial goals.


Why Our Clients Choose Us

The Importance of Professional Tax Advisory Services​

Many medical practitioners overlook the advantages of engaging professional tax advisory services for income tax preparation. They often attempt to manage their tax filings independently or delay them until the final moments, potentially overpaying. JV Tax Advisory Services offers comprehensive assistance to individuals and business proprietors for their tax obligations. Below are three advantages of opting for professional income tax preparation services in Houston, Texas.

Save Time

Professional income tax advisory saves time. Attempting to manage your taxes independently can consume hours, if not days, of your time. Conversely, professionals complete the task in a fraction of that time, freeing you to focus on other endeavors without tax-related concerns.

Save Money

Professional tax advisors offer significant monetary benefits. They ensure you maximize all eligible deductions and credits, resulting in lower tax payments compared to self-preparation. Additionally, their expert guidance helps you avoid extra costs like late fees and interest charges.

Gain Peace of Mind

Entrusting your taxes to a professional provides security and peace of mind. While self-preparation introduces the risk of errors, professional assistance guarantees accuracy and compliance, alleviating any worries or uncertainties.

Distinguishing a Tax Advisor from an Accountant

A tax advisor specializes in helping individuals or businesses design strategies to maximize their tax deductions allowed per the federal tax code, resulting in lower taxes. An accountant possesses expertise in organizing financial data within financial statements, focusing on categorizing monthly expenses and evaluating business profitability. Both roles are indispensable for business success, and at JV Tax Advisory Services, we offer the expertise of tax advisors and accountants to meet your needs effectively!

Pricing for Tax Return Advisory Services

The cost of tax advisory services varies depending on the complexity of your tax situation, the specific services required, and the chosen provider. When evaluating the expense of tax advisory services, please do thorough research and compare offerings from different providers to identify the best option for you.

Why Choose Us?

  • Expertise and Experience

    Our team comprises highly skilled professionals with extensive experience in business tax preparation across various industries.

  • Customized Solutions

    We understand that every business is unique. Our tailored tax strategies are designed to meet the specific needs of your business.

  • Proactive Approach

    We take a proactive approach to tax preparation, identifying potential tax-saving opportunities and addressing issues before they become problems

  • Client-Focused

    We prioritize our clients’ needs, offering personalized service and dedicated support to ensure a smooth tax preparation process.

Why Is Business Tax Preparation Important?

Proper tax preparation is crucial for businesses to ensure compliance with tax laws, avoid penalties, and optimize their financial performance. Accurate and strategic tax preparation can lead to significant tax savings, improved cash flow, and better financial planning. Our team is committed to helping your business achieve the best possible tax outcomes.

Tax Planning

Strategic planning to optimize your tax situation and support your business goals.

Accurate Tax Preparation and Filing

Meticulous preparation and filing of your federal, state, and local tax returns to ensure compliance and accuracy.

Tax Deductions and Credits

In-depth analysis to identify and maximize all eligible tax deductions and credits for your business.

Audit Support and Representation

Professional assistance and representation in the event of an IRS or state tax audit.

Year-Round Support

Ongoing advice and support to help you make informed financial decisions throughout the year.

Industry-Specific Expertise

Specialized knowledge and experience in various industries to address your specific tax needs.

Have questions in mind? let us help you.

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Meet Jorge (George) L. Verar

CPA Certified Public Accountant - Licensed in State of Texas and Philippines (CPA), Certified Fraud Examiner (CFE), Certified Information System Auditor (CISA)

Jorge L. Verar brings over 20 years of audit experience across various businesses and industries. With dual CPA certifications in Texas and the Philippines, as well as credentials as a Certified Fraud Examiner and Certified Information System Auditor, Jorge offers a wealth of expertise in tax advisory and audit services.

When you schedule your free tax assessment with JV Financial, Jorge will personally lead the way to ensure your company’s tax issues are thoroughly addressed. His comprehensive approach and deep industry knowledge ensure that your tax strategy is both effective and compliant with all relevant regulations.

Ready to take control of your tax situation?

Contact us today to schedule a consultation and learn how our tax advisory services can benefit you.

FAQs for Tax Advisory

What is tax advisory?

Tax advisory involves providing expert advice on tax-related matters to help individuals and businesses minimize their tax liabilities and comply with tax laws. This includes strategic planning, tax compliance, risk management, and representation during audits.

Why do I need a tax advisor?

A tax advisor can help you navigate complex tax laws, identify deductions and credits you might miss, develop long-term tax strategies, and ensure compliance with all tax regulations. This can result in significant tax savings and reduce the risk of legal issues

How can I schedule an appointment for business tax preparation?

You can schedule an appointment by calling us at (713) 389-8048, emailing us at

How does tax planning benefit my business?

Tax planning helps businesses optimize their financial strategies to reduce tax liabilities, improve cash flow, and ensure compliance with tax laws. It also provides a clear roadmap for long-term financial planning and risk management.

What is the difference between tax preparation and tax advisory?

Tax preparation focuses on accurately filing your tax returns and ensuring compliance with current tax laws. Tax advisory goes beyond this to provide strategic planning, risk management, and proactive advice to optimize your tax situation and achieve your financial goals.

How often should I meet with my tax advisor?

It’s advisable to meet with your tax advisor at least quarterly to review your financial situation, update your tax strategies, and stay informed about any changes in tax laws that may affect you. Regular meetings ensure proactive planning and timely adjustments.

Can you help with international tax issues?

Yes, we offer comprehensive international tax services, including cross-border tax planning, expatriate tax services, and compliance with foreign income reporting requirements. Our team is well-versed in international tax laws to help you navigate global tax challenges.

How do you handle IRS audits?

We provide expert audit defense and representation services. Our team will guide you through the audit process, handle communications with the IRS, and work to resolve any issues that arise. We aim to minimize the stress and financial impact of an audit on your business.

What are tax credits and incentives, and how can they benefit me?

Tax credits and incentives are programs offered by federal and state governments to encourage certain activities, such as research and development, energy efficiency, and job creation. Identifying and claiming these can significantly reduce your tax liability and increase your savings.

How do I get started with your tax advisory services?

To get started, you can contact us to schedule a free consultation. During this meeting, we will discuss your specific needs and goals, and outline how our tax advisory services can benefit you. Contact us by phone, email, or through our website’s contact form.

What documents do I need to prepare for my business tax filing?

Business income statements, expense records, previous year’s tax return, payroll records, and any other relevant financial documents.

Do you offer virtual tax preparation services for businesses?

Yes, we offer virtual consultations and tax preparation services to accommodate businesses that cannot visit our office in person.

How can I schedule an appointment for business tax preparation?

You can schedule an appointment by calling us at (713) 389-8048, emailing us at

How do you handle complex business tax situations?

Our team has extensive experience with complex tax issues and will provide detailed analysis and strategic solutions tailored to your business needs.

Where are you located?

Our office is located at 1334 Brittmoore Rd Suite 1000B Houston, Tx 77043

You can find detailed directions and a map on our Contact Us page.


Can you help if my business is being audited by the IRS?

Yes, we provide expert audit support and representation services to help you navigate the audit process and achieve the best possible outcome.