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Moreno Financial Services

254-397-5700


  • Home
  • Services
    • Bookkeeping
    • Tax Services
    • FAQ
  • Insurance
    • Life Insurance Services
    • Veterans Life Insurance
    • Index Annuities
  • About Us
  • Contact Us
  • Reviews

Tax Services

Jessica Moreno, MBA CEO | Tax & Bookkeeping Professional Moreno Financial Services

With 15+ years in the financial industry, I hold an MBA in Business Analytics and a B.S. in Accounting. At Moreno Financial Services, we’re here to help individuals, families, and businesses navigate tax season with confidence.

Book a Call with Jessica

About Us

At Moreno Financial Services, we make tax season simple, stress-free, and accurate. Whether you’re self-employed, running a business, or filing as an individual, our expert team will help you stay compliant while maximizing your refund and minimizing your tax liability.

We understand the unique financial situations of families, entrepreneurs, and service members — and we’re here to make sure no deduction is left behind.

Our Tax Prep Services Include:

✅ Individual Tax Preparation

✅ Self-Employed & Contractor Support

✅ Individual Tax Preparation

  • Federal and State returns
     
  • Filing for W-2 income, self-employed income, and 1099s
     
  • Credits, deductions, and child tax strategies

✅ Business Tax Filings

✅ Self-Employed & Contractor Support

✅ Individual Tax Preparation

  • Sole Proprietors, LLCs, S-Corps, and Partnerships
     
  • Year-end P&L review and expense analysis
     
  • 1099 contractor filing & reporting

✅ Self-Employed & Contractor Support

✅ Self-Employed & Contractor Support

✅ Amended Returns & Prior Year Filings

  • Tailored help for freelancers, gig workers, and independent contractors
     
  • Maximize deductions while staying compliant

✅ Amended Returns & Prior Year Filings

✅ Amended Returns & Prior Year Filings

✅ Amended Returns & Prior Year Filings

  • Fix errors or file missing returns
     
  • Avoid or resolve penalties

✅ Tax Planning Consultations

✅ Amended Returns & Prior Year Filings

✅ Tax Planning Consultations

  • Plan ahead to reduce next year’s taxes
     
  • Guidance on entity structure and tax strategy

We prepare all filings carefully and in accordance with IRS and Texas regulations. No guaranteed refunds or outcomes—just diligent preparation.

Why Texas Families & Business Owners Choose Us For Taxes

Advanced Tax Strategy — We plan, not just file.

We find every legal opportunity to reduce what you owe this year and next. Clients regularly discover deductions they have been missing for years with other preparers.

Veteran & Military Tax Expertise.

BAH, combat pay, VA disability benefits, and TSP all have specific tax implications most preparers miss entirely. We understand military compensation inside and out.

Flat-Rate, Transparent Pricing.

No hourly billing that spirals. No surprise fees at the end. You know the full cost before we begin. Period.

IRS & Audit Support.

If you are ever audited, we stand behind every return we prepare. No client ever faces the IRS alone on our watch.

Year-Round Availability.

Tax questions don't only happen in April. We are here all year to answer questions, plan ahead, and adjust your strategy as your financial situation changes.

Book Your Tax Appointment

Free Consultation

Contact Us

📞 Book Your Tax Prep Appointment Today

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Tax laws change. Mistakes are costly. Let our team help you file right the first time — and keep more of your hard-earned money.

Moreno Financial Services

254-397-5700

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Moreno Financial Services

Kempner, Texas — Serving all of Central Texas | Mon–Fri: 9 AM – 5 PM

Phone: 254-397-5700

© 2026 Moreno Financial Services. All rights reserved. | Kempner, Texas | TDI License #3170671 | 254-397-5700 | jmoreno@morenofinancialservices.com

Licensed in the State of Texas. Life insurance products are subject to underwriting approval, and coverage is not guaranteed until a policy is issued. Moreno Financial Services is not a law firm or CPA firm — tax preparation and bookkeeping services are provided for informational purposes only and do not constitute legal or tax advice. Please consult a qualified professional for advice specific to your situation. Annuity and life insurance products are not deposits, are not insured by the FDIC or any federal government agency, are not guaranteed by any bank or savings association, and may lose value. Guarantees are based on the claims-paying ability of the issuing insurance company.

Veteran-Owned. Family-Operated.

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