For Personal

Tax preparation and financial guidance for Houstonians

Stop stressing about money. Our expert team guide individuals and families through tax season and financial planning to minimize surprises, maximize savings, and reach life goals.

Erma T., Houston TX via Yelp

“Very grateful for the recommendation to go to Chris at Preceding Point to do my personal taxes. He was friendly, helpful, and efficient. I had a great tax experience--and will actually look forward to doing my taxes now.”

How we help guide you to financial comfort.

Select a service from the list to see how Preceeding Point helps you save time, stress, and money.

  • Smart tax decisions don’t start in April. They happen all year long.

    We help you make tax-conscious moves so you can minimize what you owe and maximize savings.

    With our expert guidance, you can:

    • Adjust tax withholdings to avoid surprise tax bills

    • Optimize retirement contributions for tax advantages

    • Maximize savings through HSA, FSA, and DCFSA contributions

    • Claim every deduction & credit often missed by DIY tax software

    We also review past tax returns to correct errors and recover missed refunds.

  • Need a document notarized? We provide quick notarization to ensure your documents are legally valid and properly executed.

    Some of the most common things we notarize include:

    • Proof of income and financial documents

    • Contracts and agreements

    • Defensive driving certificates

    • Wills and power of attorney

    The process takes 15 minutes or less—appointments are required.

    Texas state-mandated pricing: $10 for the first document + $1 per additional document

  • See the bigger picture of your financial health.

    Through our tax preparation process, we often identify areas where personal financial coaching could make a meaningful difference.

    We collaborate closely with Houston-based financial coach Chris Fohlin, who helps individuals, couples, and self-employed professionals to:

    • Get financially organized and take control of their money

    • Optimize cash flow and reduce financial stress

    • Plan for major life goals, from buying a home to retirement

    • Build long-term wealth with smart financial strategies

    If you’re wondering whether you could benefit from financial coaching, we’ll let you know and connect you to a pro.