Stay Compliant, Stress-Free, and Keep More of What You Earn
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Licensed CPA & Tax Attorney • Admitted to U.S. Tax Court • 65+ Five-Star Google Reviews • Serving Houston & Texas
Tax laws are confusing and always changing. Whether you need your returns prepared and filed correctly or a proactive plan to lower next year’s bill, Petry Tax & Advisory handles both — with a CPA and tax attorney reviewing your situation, not a seasonal preparer.
Tax Preparation
Filing your taxes shouldn’t feel like a gamble. We accurately prepare and file federal and state returns for individuals and businesses — from straightforward filings to the complicated situations that trip up seasonal, fly-by-night preparers. Because Lucy Petry is both a CPA and a tax attorney, every return is reviewed for accuracy, compliance, and every deduction and credit you’re legally entitled to. And if you’ve fallen behind, we can prepare multiple years of past-due returns and get you caught up with the IRS.
We handle: individual & business federal and state returns · complex and multi-state filings · multi-year / past-due returns · a full review of the deductions and credits you qualify for.
Tax Planning
The best way to lower your tax bill is to plan before the year ends — not scramble after it’s already due. We build proactive, year-round strategies that reduce what you owe and help you keep more of what you earn, whether you’re growing a business or advancing your career. That can mean choosing the right entity and compensation structure, timing income and deductions, and setting money aside for goals like retirement or education in the most tax-efficient way.
We currently reserve ongoing tax planning for existing clients — if you’re not a client yet, reach out and we’ll point you in the right direction.
Related services: Tax Reduction · Tax Credits · Tax Consulting
