Find out how I can help you
Get a free 15-minute tax consultation to see where there may be opportunities to plan ahead and lower your tax bill. My commitment is to improve your tax experience, help lower your tax liability wherever the law allows, and propose forward-thinking solutions for your future.
Tax Preparation & Planning for Small Business Owners
Know where you stand today and plan ahead for tomorrow, with a tax advisor who explains every step.
Picture this: it’s 10:45 pm on a Sunday night, April 1, and you’re digging through your phone looking for receipts and struggling to file your Schedule C. Is this you? Wondering why you pay self-employment tax, and that part of it goes toward your future Social Security? Feeling like you have no one to talk to? Send me a message. If we haven’t met, hi! I’m Mum Monson, a tax advisor who spent years at a large tax preparation company and saw that small businesses are the heart of our communities. I’m a small business owner too, and I’d love to help you.
I’m an independently owned business providing tax preparation and consultation services to small businesses, individuals, and families across Collin County and North Texas. And I treat every client like family.
Why Choose Our Tax Preparation Firm
Remote Services
If you’re not in Texas, don’t worry. All of our services can be virtual, allowing you to access them from coast to coast. Because we work entirely remotely, you can reach us no matter where you are in the United States.
Made Around Your Story
No two taxpayers are alike. I take the time to learn your life, your income and your goals, then build a plan that fits you, whether you are a busy family, a retiree or a growing small business. We stay in touch long after tax season, so you are never figuring it out alone.
Experience You Can Trust
Six years of hands-on tax preparation, an active IRS PTIN, and an MBA, I track down the numbers that matter most to your bottom line. My background spans banking credit analysis, e-commerce operations, and healthcare finance. I understand the real-world pressures of running a business.
Forward Thinking
I look ahead at future tax years to help you structure your income, plan for growth, and keep more of what you earn. I translate complex U.S. tax codes into clear, everyday language so you can see exactly what the numbers mean for your wallet.
Pick a topic. Book a free call.
Not sure how a topic applies to your business? Choose one and I will walk through your situation with you and map out your next steps.
Business Loss Tracker Toolkits
Free spreadsheet toolkits that help you track income and expenses for your kind of work. Choose yours, enter your name and email, and I will send it to your inbox.
Thank you!
Your toolkit is on its way. Check your inbox.
We plan, you relax
Today you may be a sole proprietor with a 1099. One day you may run an S Corp or a C Corp. I help you understand each step before you reach it, so tax season stops being a surprise.
The Tax Files Advisory Tax Preparation Process
Tax rules are written in a language most of us were never taught. My process takes it one simple step at a time, so you can feel good about your tax situation.
Book a free call
Pick a time that works for you. We start with a free 15-minute consultation call, no pressure and no jargon, so I can hear what is going on in your life or business.
Gather your papers
Collect the basics: a photo ID, Social Security numbers (or ITIN letters) for your household, and any W-2s or 1099s you received. If you can, add receipts for things like donations, medical bills or business expenses, plus your bank details for a direct-deposit refund. Missing something? No problem, we will sort it out together. If you decide to move forward after your call, you will sign the engagement agreement and I will send you a secure activation email to set up your private client portal. Please upload your documents there, not by regular email. Check your spam folder if you do not see it.
Talk it through with me
We meet by phone or video, wherever you are in the U.S. I review the documents you uploaded to your portal for the current tax year ahead of time, then walk through them with you, so you know what it means and why it matters. We also talk about your goals and what you want from this tax year. This review covers the tax year we are preparing only. Reviewing prior-year returns is a separate service.
Get your taxes filed
From there, I prepare your return and look for every legitimate way to keep more of what you earn. You leave with clear, simple next steps, and you will know what to do now and what to plan for next year.
How We Work Together
Secure, Modern Tools
I use up-to-date tax software and secure online document sharing, so your information is handled with care and your return is prepared accurately. Send your papers from your phone or computer and I will take it from there. You never need to be a tech expert to get your taxes done.
Plain-English Communication
Tax rules should not feel like a foreign language. I keep you informed at every step, whether it is a quick update or a full walk-through, and I answer your questions in everyday words so you always know what the numbers mean for your wallet.
Timely Filing, Done Right
Deadlines matter, and so does getting the details right. When your papers are organized up front, we can often wrap up quickly without rushing. If your situation is busier, we set a clear plan and a follow-up so nothing slips through.
Let’s talk about your taxes
Send your name and email. I will reach out to set a time for your free 15-minute consultation call.
Hours of operation
- Monday – Friday
- 9:00 am – 5:00 pm
- Saturday
- 10:00 am – 3:00 pm
- Sunday
- Closed
Prefer email? mum@taxfilesadvisory.com
Thank you!
I will email you shortly to schedule your free 15-minute consultation call.
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