Platinum Tax Management

Platinum Tax Management Your Path to Financial Freedom. Tax Preparation

Our experienced team of tax specialists can work directly with you to review your recent tax returns, identify potential savings, and recommend restructuring opportunities that support long-term financial efficiency.

Many parents don’t know that the “kiddie tax” exists. Others assume it affects only minor children. But it also can appl...
06/18/2026

Many parents don’t know that the “kiddie tax” exists. Others assume it affects only minor children. But it also can apply to full-time students through age 23 and 18-year-olds even if they aren’t full-time students. When it applies, the child’s unearned income in excess of $2,700 (for 2026) is taxed at the parent’s tax rate, if higher. If your child has investment income from custodial accounts, consider reviewing the types of investments in those accounts. Growth-oriented investments that generate little current income may help reduce exposure to the kiddie tax until your child is old enough that the tax no longer applies. If you’d like help evaluating your family’s situation, call us at 713-444-1494.

Now is the perfect time to tidy up your QuickBooks files. Unreconciled accounts, uncategorized transactions and outdated...
06/18/2026

Now is the perfect time to tidy up your QuickBooks files. Unreconciled accounts, uncategorized transactions and outdated records can distort your cash flow and profitability. Even with QuickBooks’ automation tools and AI-enabled features, consistent review and oversight are essential. Don’t forget your chart of accounts! An outdated or cluttered chart can muddy your results, making it harder to understand your true performance. Clean books support better financial decisions and smoother tax filings. Call us at 713-444-1494 to help get your bookkeeping in top shape.

Pocket doors are making a comeback in home design, offering a smart mix of style and function. Here’s why they’re gettin...
06/17/2026

Pocket doors are making a comeback in home design, offering a smart mix of style and function.

Here’s why they’re getting so much attention again:
• Save floor space
• Can be made wider than a traditional door opening
• Smooth, soft-close features
• Make spaces more versatile

If your child recently graduated from high school and is planning to attend college next fall, consider creating a basic...
06/16/2026

If your child recently graduated from high school and is planning to attend college next fall, consider creating a basic estate plan before he or she leaves home. Perhaps the most critical document is a health care power of attorney. Children age 18 or older are usually treated as adults. So without a health care power of attorney, you might have no say in your child’s medical treatment should he or she become incapacitated. This document (sometimes referred to as a “health care proxy” or “durable medical power of attorney”) allows your child to appoint someone — such as you — to make health care decisions on his or her behalf. Call us at 713-444-1494 for more details.

Small business owners: Tax credits can reduce your tax bill dollar for dollar. But using them isn’t always straightforwa...
06/15/2026

Small business owners: Tax credits can reduce your tax bill dollar for dollar. But using them isn’t always straightforward. Many business credits fall under the general business credit (GBC), which limits how much you can claim each year and governs how unused credits are carried back or forward. Missteps can mean lost or delayed tax benefits. We help small businesses identify eligible credits, apply the GBC rules correctly and optimize their tax outcomes over time. Contact us at 713-444-1494 to see whether you’re making the most of the credits available to you.

Imagine if you could wake up tomorrow already skilled at anything you wanted. What would you choose — painting, cooking,...
06/14/2026

Imagine if you could wake up tomorrow already skilled at anything you wanted.

What would you choose — painting, cooking, speaking a new language, or something totally unexpected?

Share your answer and let’s inspire each other!

If you participate in a company 401(k) plan, there may be an option to add to your retirement nest egg that you’re not a...
06/11/2026

If you participate in a company 401(k) plan, there may be an option to add to your retirement nest egg that you’re not aware of: after-tax, non-Roth contributions. These contributions aren’t subject to the annual elective deferral limit ($24,500 for 2026, plus catch-up contributions if you’re age 50 or older). So, if your plan allows, you can make them after you’ve maxed out your deferral limit, including catch-up contributions, if applicable. They create tax basis in your account that can eventually be withdrawn tax-free. And growth on the money won’t be taxed until you start taking withdrawals. We can review your situation and help you determine whether you might benefit. Contact us at 713-444-1494.

We all know pet hair has a way of settling deep into carpet fibers. These simple steps can help us loosen it up and lift...
06/10/2026

We all know pet hair has a way of settling deep into carpet fibers. These simple steps can help us loosen it up and lift it out without the struggle.

1. Dampen a rubber glove slightly and run your hand across the carpet to help pull embedded hair to the surface.
2. As the hair clumps together, collect and discard the larger piles before vacuuming.
3. Vacuum strategically and slowly, moving in multiple directions.
4. Use a lint roller for smaller areas and corners.
5. Lightly mist carpet with water to reduce static.
6. Pull a rubber squeegee across the carpet to gather remaining hair into easy-to-remove clumps.

Has administrative complexity discouraged your business from offering a 401(k) plan? Take a look at the safe harbor 401(...
06/10/2026

Has administrative complexity discouraged your business from offering a 401(k) plan? Take a look at the safe harbor 401(k). The employer contribution obligation generally exempts the plan from nondiscrimination testing and other onerous administrative duties. Plus, this plan enables highly compensated employees to max out their contributions and can help attract and retain workers. Typically, employees are eligible to participate if they're age 21 or older and have at least one year of service. Call us 713-444-1494 for details.

Powers of appointment can add valuable flexibility to an estate plan by allowing a trusted individual (the “holder”) to ...
06/09/2026

Powers of appointment can add valuable flexibility to an estate plan by allowing a trusted individual (the “holder”) to adjust how assets are distributed after your death, based on changing circumstances. These might include marriages, births, financial needs or changing tax law. Powers of appointment may be general or limited. A general power of appointment allows the holder to distribute assets to anyone and can cause the assets to be included in the holder’s taxable estate — even if the holder doesn’t execute the power. Limited powers have certain restrictions. In most cases, they don’t allow holders to distribute assets for their own benefit. Call us at 713-444-1494 for more details.

Address

8505 Technology Forest Place Ste 404
The Woodlands, TX
77381

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17134441494

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