Our services
Everything we do, in seven groups
Santana & Associates is a Houston tax and accounting firm serving individuals, self-employed professionals and small businesses. We prepare individual and business tax returns, keep the books, run payroll, set up new businesses and represent clients before the IRS.
Who we serve
Clients we work with
- Individuals & families
- Self-employed & gig workers
- Small & mid-size businesses
- Commercial & industrial services
- Medical, dental & legal practices
- Logistics & Trucking
- Manufacturing & fabrication
- Multi-entity owners
- Foreign-owned & international clients
Individual & Business Tax Returns
Individual and family returns, and business returns for sole proprietors, partnerships, S corporations and C corporations.
- Individual & family tax returns
Individual & Family Returns (Form 1040) · Nonresident & Multi-State Returns · ITIN Applications (Form W-7) · FBAR Filing - Business tax returns
Sole Proprietors (Schedule C) · Partnerships & Multi-Member LLCs (Form 1065) · S Corporations (Form 1120-S) · C Corporations (Form 1120) · Heavy Vehicle Use Tax (Form 2290) · Sales Tax
Bookkeeping & Accounting
Accurate, reconciled books that support tax filing, lending and business decisions.
- Monthly Bookkeeping
- Profit & Loss Statements
- Bank & Credit Card Reconciliation
- Books Clean-Up & Catch-Up
- Trial Balance & Year-End Workpapers
- Multi-Entity Accounting
- Fixed Asset & Depreciation Schedules
Payroll
Payroll processing and the tax filings that come with having employees.
- Payroll Processing
- Payroll Tax Filings
- Texas Workforce Commission Reports
Business Formation
Getting a new business set up correctly from day one.
- Entity Setup
- EIN & Tax Elections
- Entity Structure Comparison
IRS Representation & Tax Resolution
Handled by our Enrolled Agent, who is authorized to represent taxpayers before the IRS.
- Audit Representation
- Offer in Compromise
- IRS Calls & Power of Attorney (Form 2848)
- IRS Notice ResponseNew
- Installment AgreementsNew
- Penalty AbatementNew
- Currently Not Collectible StatusNew
- Audit Protection PlanNew
Advisory
Financial guidance for owners making pricing, growth and financing decisions.
- Pricing AnalysisNew
- Market Analysis / Feasibility StudyNew
- Budgets & Cash Flow ForecastsNew
- Financial Model & Scenario PlanningNew
- Lender / SBA Loan PackageNew
- Entity Structure & Tax Planning ReviewNew
- Advisory RetainersNew
Consulting & International
Guidance for owners making larger decisions, at home or across borders.
- Tax Consultations
- U.S. Entry for Foreign Companies
Not sure where to start?
Book the 2026 Tax Planning Consultation: one hour, $195.
Book a consultationTalk to a Houston tax professional
Call us or book a 2026 Tax Planning Consultation.
2026 Tax Planning Consultation: 1 hr, $195. Details