Maximize Your Savings with Expert Tax Planning Services in Houston

Take control of your finances and lighten your income tax load with smart tax planning services designed to simplify your financial life.

Streamlined Tax Planning, Simplified for You

At Criterion, we specialize in offering comprehensive tax planning services tailored to your needs. From federal and state income taxes to 1099 filings and Franchise Tax, we manage every aspect of your financial obligations. Our proactive approach minimizes tax liability, enabling you to focus on business growth.

Your Dedicated Tax Planning Professionals, Always Available

With Criterion, you'll partner with an experienced Houston tax planning CPA who delivers expert guidance at every turn. Whether you're tackling corporate taxes or navigating personal filings, our team is here to help you succeed.

Effortless, Stress-Free Tax Management

Our tax preparation services in Houston ensure compliance and optimize outcomes. Explore business financing solutions to complement tax planning, strengthen finances, and stay ahead of challenges with tailored strategies and real-time updates.

How it Works

We Get to Know You

By understanding your financial goals, we craft a personalized tax planning strategy that aligns with your unique situation.

We Handle Everything From Here

From bookkeeping to tax preparation, Criterion simplifies your finances by managing every detail.

We Keep You in the Loop

With regular updates and transparent communication, our tax planning professionals make sure you’re always informed.

Your Questions, Answered

Have concerns? Your dedicated tax planner is just a call away.

Elevate Your Financial Strategy with Criterion's Tax Planning Services

Discover how our Houston-based tax planning services streamline success for businesses and individuals alike. Let us take the complexity out of taxes and help you secure a more prosperous future.

Other Services

We provide precise bookkeeping services, delivering clear insights into your finances to support your business strategy.

Maximize your tax savings with our R&D credit expertise, potentially saving up to $250,000 annually.

From budgeting to fundraising, our CFO services deliver expert financial guidance to ensure business growth.

Transform your approach to taxes with Criterion.

Let our personalized planning guide you toward smarter decisions and a more prosperous tomorrow.

    Advisory & Tax Services for Tradespeople

    • Tax Planning & Strategy
    • Financial Management
    • Compliance & Regulatory Support
    • Job Costing & Project Management
    • Payroll & Compensation Planning
    • Tax Preparation & Filing
    • Equipment & Vehicle Financing
    • Retirement & Succession Planning

    Advisory & Tax Services for Medical Professionals

    • Tax Planning & Strategy
    • Financial Management & Planning
    • Compliance & Regulatory Guidance
    • Practice Valuation & Growth Advisory
    • Payroll & Compensation Structuring
    • Payroll & Compensation
    • Tax Preparation & Filing
    • Retirement & Succession Planning
    • Estate & Wealth Planning
    • Risk Management & Insurance Advisory
    • Project Financing & Cost Management

    Real Estate Services

    • Tax Planning & Strategy
    • Real Estate Transaction Advisory
    • 1031 Exchange Services
    • Property Tax Consulting
    • Cost Segregation Studies
    • Real Estate Investment Trust (REIT) Advisory
    • Real Estate Partnership Taxation
    • Financial Forecasting & Budgeting
    • Compliance & Regulatory Advisory
    • Estate & Succession Planning