Houston Tax Planning Services

Year-Round Tax Strategy Support

BDJ and Associates offers Houston tax planning for individuals and businesses. Reduce tax liability with strategic, year-round support. Serving clients nationwide.

Tax Planning Services in Houston and Nationwide

Tax planning isn’t just something you do in April — at least, not if you want to keep more of your money. At BDJ and Associates Group, we provide year-round tax planning services in Houston and across the U.S. to help individuals and business owners reduce their tax liability, avoid surprises, and make smarter financial decisions.


If you’ve ever said “I didn’t know I could write that off” — this page is for you.

Why Tax Planning Matters

Tax prep gets you through the filing. Tax planning helps you shape the outcome.

With over 22 years of experience, we help clients structure their income, expenses, and deductions in a way that benefits them now and later. Whether you’re earning a steady paycheck, running a business, or juggling multiple income streams, we help you build a tax strategy that works.


Our goal is simple: help you keep more of what you earn, and understand how to legally pay less — all without scrambling at the end of the year.

Take the first step toward stress-free solutions. Schedule your appointment now by calling us at (409) 434-8363 or schedule an appointment today!

Tax Planning for Individuals

We work with individuals and families who want to be more intentional about their finances. That means reviewing income sources, evaluating potential deductions, and timing certain expenses in a way that reduces tax impact.

Some examples of what we help with:


  • Planning around life changes (marriage, children, new jobs)
  • Estimated payments for freelancers or self-employed income
  • Charitable giving strategies
  • Retirement contributions and tax-deferred options
  • Capital gains and investment income planning


Our Houston-based team works closely with you — not just during tax season, but throughout the year — so your filings reflect smart decisions, not rushed fixes.

Small Business Tax Planning Services

If you’re running a business in Houston (or anywhere else), your tax picture is more than just a line item. We help business owners take control of their finances with structured tax planning services that support growth and minimize liability.


We advise on:

  • Quarterly estimated taxes
  • Business deductions and credit opportunities
  • Year-end purchases and deferral strategies
  • Entity type reviews (LLC, S-Corp, etc.)
  • Contractor payments and 1099 tracking


Our approach is tailored, practical, and based on what you actually need — not a generic checklist from the internet.

Houston-Based, Nationwide Support

BDJ and Associates is based in Houston, but our tax planning services extend across all 50 states. Whether you’re local and want to sit down with us face-to-face, or you prefer to meet virtually, our systems are secure, convenient, and built to meet you where you are.


No jargon. No fluff. Just smart, strategic planning from a team that knows how to get results.

Let’s Talk Strategy

You don’t have to wait for tax season to get started. Reach out today to set up a consultation and start building a better plan — before the deadlines roll in.

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Your Tax & Business Partner Awaits

Whether it's taxes, business, or notary services — we’ve got you covered. Book your appointment now for expert help.

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HEAR FROM SATISFIED CLIENTS

"From the first consultation, I knew I was in good hands with BDJ and Associates. Their team helped me organize my finances and plan for future tax savings, something no other service had done before. They answered all my questions with patience and made the entire process smooth and painless. I especially appreciated their flexible hours, as I often need appointments after my workday. Thanks to their guidance, I feel more confident about my finances and my business. I’ve already referred several friends, and they all had the same great experience. This is a team you can trust!"

Sheila T.

★★★★★

"BDJ and Associates has been a lifesaver for my small business! I used to dread tax season, but their team made everything so easy and stress-free. They explained every step clearly and found deductions I didn’t even know I qualified for. Beyond taxes, they also helped me with business planning that has really set me up for success this year. The staff is professional, friendly, and always available when I have questions. I feel like they genuinely care about my success. I highly recommend them to anyone needing expert tax and business services in Houston!"

Maria L.

★★★★★

"I’ve been using BDJ and Associates for three years now, and I couldn’t be happier. Their attention to detail and knowledge of tax law is top-notch. Last year, they helped me fix a complicated issue with the IRS, saving me thousands of dollars and a lot of stress. I also used their notary services, which was quick and convenient. Every appointment feels personalized — they take time to understand my situation, not just rush through the numbers. It’s rare to find a firm this reliable and customer-focused. I wouldn’t trust anyone else with my taxes and business needs."

James C.

★★★★★