Kathlyn Parsee Locke

Owner

Best Choice Tax Services, LLC
Houston, Texas, USA

Limited Liability Corporation (LLC)

Professional Summary

Reliable service is the foundation of any tax practice. For me, it means being available when my clients need me and consistently doing what it takes to help my clients meet their goals.

When you use Best Choice Tax Services for your financial needs, you get top-level service and expertise at a reasonable price.

Available tax services include federal and state income tax return preparation, preparation of amended tax returns to reflect post-filing changes in a tax situation, and income tax planning for multiple years or specific situations (such as saving for college or claiming proper deductions and/or credits for education expenses).

For the last 20 years, I have prided myself on being more than just your tax preparers; I want to help you with all of your financial needs and Maximize your tax return.

My focus is specifically on my clients' federal and state income tax preparation and income tax planning. My clients, include individuals, couples, and small business owners.

For new clients, we will review up to the three most recently filed federal and state income tax returns at no charge. In fact, for new clients, we routinely ask to see at least the most recently filed federal and state returns. Our service is distinguished by close personal attention to your tax preparation.

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Languages

  • English

Industry Experience

    • Tax Services

Birthday

February 24

Experience

Best Choice Tax Services, LLC
Houston, Texas, USA 77065
Owner
Limited Liability Corporation (LLC)
2013 - Present
Tax assistance to individuals and companies by completing the following tasks: ensuring accurate and complete returns, completing tax forms, adhering to current tax legislation, uncovering potential deductions, preventing tax liabilities, and solving customer complaints.
Responsible for federal and state income tax preparation and review for business, partnership, and individual tax returns. Informing clients or employers on the tax preparation process.
Collecting relevant financial records, including pay stubs and income statements.
Inputting data from financial records into tax return software or databases.
Using applicable federal, state, and local tax law to determine deductions and how much each client will pay or earn on the return.
Completing and filing tax documents with appropriate agencies, like the IRS, state, and local government entities.
Acting as a representative for clients with applicable agencies as required.
Building customer relationships to promote and expand the business.

Education

BBA, Business Management 2005
University of Phoenix
Metairie, Louisiana, United States

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