Tax Services

Jessica Moreno, MBA — Tax & Bookkeeping Professional at Moreno Financial Services

Tax Services — Make Tax Season Simple, Stress-Free, and Accurate

With 15+ years in the financial industry, Jessica Moreno holds 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.

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.

Book a Call with Jessica

Our Tax Prep Services Include:

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

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

Self-Employed & Contractor Support

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

Amended Returns & Prior Year Filings

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

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

Book Your Tax Prep Appointment Today

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

Disclosure: Moreno Financial Services is not a CPA firm or law firm. Tax services are provided for general informational purposes and do not constitute legal, tax, or accounting advice, and no specific refund or outcome is guaranteed. Consult a qualified professional regarding your situation. See our full disclosures.