Mission◆Tax& Financial Services
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By appointmentCastle Hills · San Antonio

Choose the meeting. Then the time.

Meetings are by appointment, Tuesday to Saturday, 11 to 5. Choose the meeting below and the calendar opens with it already selected; all that’s left is the time. The confirmation arrives by email with the address and what to bring.

The calendar opens in a secure booking window. Nothing is booked until you confirm.

BY APPOINTMENTTuesday to Saturday · 11 to 5 · Central time

Step 1 of 2

Which meeting do you need?

Each meeting carries the position of our method it belongs to. Prices are for the meeting itself; the work is quoted in writing before anything begins.

  • NO · New clientsStart here

    First Conversation

    Tell us what you run and what’s worrying you, and leave knowing what we’d do and what it would cost. The $50 is credited to your first engagement.

    Price
    $50.00
    Length
    30 min
    Choose a time
  • NE · One question

    Advice Session

    One question, answered properly: taxes, bookkeeping, payroll, or an IRS issue. Bring the documents; you get a written summary afterward.

    Price
    $120.00
    Length
    45 min
    Choose a time
  • SE · ITINIn office

    ITIN — New or Renewal

    Your original passport is verified here and goes home with you the same day — it is never mailed to the IRS. For you, your spouse, and your dependents.

    Price
    $150 per applicant + return
    Length
    1 h 45 min
    Choose a time
  • SE · Tax return

    Tax Return — Start Meeting

    We review your situation and quote the return before any work begins. Individual returns from $200; business returns from $1,200.

    Price
    No charge
    Length
    30 min
    Choose a time
  • SE · Notices

    IRS or State Letter

    Bring the letter, every page. We tell you what it means, what’s due, and the deadline, then quote the response. Responses from $200.

    Price
    No charge
    Length
    30 min
    Choose a time
  • SO · Bookkeeping

    Bookkeeping — Fit Call

    For businesses that want books closed every month and explained in writing. We look at your volume and give you a monthly figure. From $300 a month.

    Price
    No charge
    Length
    30 min
    Choose a time

Not sure which one? Pick the closest; we adjust it when we confirm. New and with several moving parts? Start with the First Conversation.

How it works

Four steps, and the last one is a conversation.

  1. Choose the meeting

    Tax return, ITIN, bookkeeping, or a letter from the IRS. Not sure which? Pick the closest one — we adjust it when we confirm.

  2. Pick a time

    Only open times appear, Tuesday to Saturday, 11 to 5, Central time.

  3. Get the confirmation

    By email, with the office address and a reminder before the day.

  4. Come in with the papers

    The list below says what to bring, so the first meeting is the useful one.

What to bring

The first meeting goes further with the right papers on the table.

Tax return

  • Last year’s returnFederal + state
  • This year’s formsW-2 · 1099 · 1098
  • Photo IDEveryone on the return

ITIN

  • Original passportIt goes home with you
  • The return or supporting documentW-7
  • Documents for each dependentIf they apply

Bookkeeping or a business

  • Recent bank and card statementsLast 3 months
  • Last filed business returnIf there is one
  • Payroll reportsIf you run payroll

A letter from the IRS or the state

  • The letter itselfEvery page
  • The return it mentionsIf you have it
  • Any reply already sentWith dates

If the booking window does not open, call 210.332.5111 or write to info@missiontaxfinancial.com and we set the time with you.

Contact

Prefer to write first?

Tell me what you run and what’s worrying you. That’s enough for a first reply, and the first reply isn’t billed.

Office
1931 NW Military Hwy, Ste 234
San Antonio, TX 78213
Phone
210.332.5111
Email
info@missiontaxfinancial.com
Hours
Tuesday to Saturday, 11 to 5 · by appointment
Prices
Scope and cost — a range before you book
Languages
English and Spanish