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Insurance - Tax - Solutions 

voice/text: (210)402-9619

fax: (210)402-9601


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Tax Services for Individuals

Net Financial provides individual tax expertise throughout the year. Conveniently located in Northeast San Antonio, our personal tax planning and tax preparation services focus on the details to minimize your tax liabilities and maximize your income.

You need a local San Antonio area tax advisor you can count on - a reliable tax advisor to guide you through complex tax regulation. Federal and state tax laws constantly change, making it easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

Federal tax or state tax, we have the experience you can depend on.

Our Tax Services

Accurate Accounting and Document Preparation
We will accurately prepare your federal and/or state tax returns, account for all income sources and take advantage of all eligible credits and deductions.

Electronic Filing
All current year individual and business tax returns are filed electronically, at no additional cost.

Year Round Availability
We are open all year to serve your needs.

Professional Consultation
Consultations in our office, by appointment, for your convenience.

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Drop-Off and Pick-Up Services
We have options to accomodate your busy schedule.

Simply bring your tax documents to our office, leave them with us and we'll take it from there. Fax or email your tax documents to us using a secure connection.  Our returning clients frequently choose this option. We can meet at your home or another convenient location (schedule permitting) to review your tax documents, before and/or after preparation.

Tax Planning
We'll help you develop a tax plan that fits your budget and lifestyle. We keep up with tax law and tax policy throughout the year, we use this to maximize your future opportunities.

Audit Assistance
We'll assist you in preparing a response if the IRS audits your tax return.


Copies of Tax Returns
Copies are available, at any time, for no additional cost.

Refund and Payment Options
A variety of refund and payment options are available, including:

• Payment vouchers or electronic withdrawal/draft - we'll coordinate tax payments directly with the IRS, on your behalf.
• Direct Deposit - tax refunds can be deposited directly into your bank account, at no additional cost to you.
• Refund Transfer Check - a cashiers check, payable to you and available within days of filing your tax return.
• Refund Transfer Direct Deposit - an electronic deposit of your tax refund into the bank of your choice, available within days of filing your tax return.

Preparation and Filing Options
Call us at (210) 402-9619 to schedule a no-obligation tax consultation.

Audit Process