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Platinum Tax AdvisoryBook a consultation
Transparent pricing · Belton, Texas

Clear, straightforward tax services.

Personalized preparation and thorough second opinions with Mary Garza. No surprise fees, no hidden add-ons.

Full service

Individual tax preparation

Complete preparation and filing of your return, with close attention to deductions, credits and retirement income.

  • Complete federal and state filing
  • Prior-year return review for missed items
  • Direct deposit setup
  • Year-round tax document checklist
Request tax prep
Tax Prep Special · ages 55+$79.95$300 regular valueSave over $220

Full preparation of your individual return for ages 55 and older, including Social Security, pensions and IRA withdrawals.

  • Form 1040, SSA-1099 and 1099-R reporting
  • Medicare income-bracket check (IRMAA)
  • Personal one-on-one review with Mary Garza
  • IRS e-file with secure confirmation
Claim the special
No-cost review

Free second opinion

Already filed? Bring your return and we’ll review it at no cost and show you anything that could have been done better.

  • Check for missed deductions and credits
  • Plain-English walkthrough of your return
  • No cost and absolutely no obligation
  • Review of Medicare and tax-bracket exposure
Request a free review
Mary Garza, tax and retirement planning advisor
Direct one-on-one consultation with Mary GarzaMeet in Belton, TX or by secure phone or video. Have a quick question? Call 210-392-0834.
Book a consultation
What to bring

A simple checklist for your appointment.

Not sure you have everything? Bring what you have and we’ll tell you what’s missing.

In person or remote

Bring paper copies to our Belton office at 104 N Pearl St, or share your documents securely after we confirm your appointment.

No need to organize or scan anything perfectly. Mary will sort through them with you.

Questions? Call 210-392-0834

About you

  • Last year’s tax returnHelps us compare year-over-year changes and spot missed carryovers.
  • Photo ID and Social Security cardsGovernment-issued photo ID for you and your spouse, plus cards for any dependents.
  • Bank info for direct depositA voided check or your routing and account numbers for a faster refund.

Your income

  • W-2s and 1099sWages, contract work, bank interest and brokerage dividend statements.
  • SSA-1099 (Social Security)Your annual Social Security benefit statement, mailed each January.
  • 1099-R (pension, IRA, annuity)Statements for retirement distributions, rollovers or annuity payments.

Deductions

  • Mortgage interest (1098) and property taxForm 1098 from your lender and Bell County or local property tax receipts.
  • Charitable gifts and medical expensesReceipts for church or charitable donations and out-of-pocket medical costs.
Mary Garza, tax and retirement planning advisor
Missing a document? Don’t delay your filing.Bring what you have today. Mary can request missing transcripts directly from the IRS or file an on-time extension.
Speak with Mary
How it works

From first visit to filed.

  1. 01Book a 30-minute consultSend a request below or call the office. We’ll confirm a time that works for you.
    In person in Belton, by phone or video
  2. 02Review last yearWe look for missed deductions, credits and contributions before we start this year’s return.
    Second set of eyes included
  3. 03Prepare this yearYour return is prepared and explained line by line in plain English.
    Clear walkthrough before filing
  4. 04Plan aheadLeave knowing what to adjust before next year so fewer dollars go to taxes.
    Year-round questions welcome
Request tax prep

Start your return in two minutes.

Tell us a little about your return. We’ll contact you within one business day to confirm your appointment and what to bring.

  1. 1
    Send this requestShare a few quick details on this form.
  2. 2
    We call or email to set your appointmentMeet in person at our Belton office, by phone or by video.
  3. 3
    Bring your documents; we prepare and fileMary reviews your prior return and prepares this year’s step by step.
Please don’t enter Social Security numbers or upload tax documents here. We’ll collect those securely at your appointment.
Prefer to call? 210-392-0834

Tax prep request

What do you need?
Income you’ll report (check all that apply)

Please don’t include Social Security numbers, account numbers or health details.

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