Business Details
17 Years
experience
Trusted Tax Preparation & Accounting Services in The Woodlands, TX
As the owner of J. Eric Markey, CPA, I bring over 25 years of experience from local large and mid-size Houston-area CPA firms, specializing in tax preparation, IRS representation, and business consultation. My career began in 1995 after graduating from the University of Houston-Downtown, where I developed a strong foundation in accounting principles and client service. I have served diverse clients across retail, wholesale, restaurants, trucking, automobile sales, financial services, HVAC, not-for-profit, and rental real estate sectors, as well as individuals with complex tax needs. My approach combines technical expertise with personalized service, ensuring clients receive tailored solutions for tax planning, business growth, and financial stability. I prioritize transparency, prompt communication, and cost-effective services by operating with low overhead.My track record includes successfully representing clients in IRS audits without a single loss, demonstrating my commitment to resolving challenges creatively and effectively. I hold a CPA license, a testament to my professional rigor and adherence to industry standards. Client testimonials highlight my attention to detail, proactive problem-solving, and ability to uncover overlooked deductions, resulting in significant tax savings. My goal is to build long-term relationships by delivering reliable, client-centric advice that aligns with individual and business financial objectives. I remain dedicated to continuous learning and adapting to evolving tax regulations to provide the highest quality service. This philosophy has earned me referrals and repeat business from satisfied clients who value expertise and integrity.
Services
Tax Preparation
IRS Representation
Accounting Services
QuickBooks Training
Tax Planning
Details
- Year established: 2009
Highlights and features
- 25+ years of experience in Houston-area CPA firms
- Proven success in IRS audit representation with zero losses
- Personalized tax planning for complex financial situations
- Low overhead allows cost-effective client solutions
- Expertise in diverse industries including real estate and trucking
Associations and certifications
- CPA
What people say
Extremely capable
Prompt advice
Saved significant taxes
Confident representation
Found $1,100 refund
Services
Tax Preparation
Comprehensive tax preparation for individuals, businesses, trusts, and partnerships. Specializing in multi-state returns, foreign-sourced income, and complex deductions. Ensures compliance while maximizing refunds through meticulous review of financial records. Clients benefit from proactive planning to minimize liabilities and avoid last-minute stress.
IRS Representation
Expert guidance during IRS audits and notices. With a perfect record in audit defense, this service provides strategic advocacy to resolve disputes efficiently. Focuses on documentation accuracy and negotiation to protect client interests while reducing penalties or back taxes owed.
Business Consultation
Tailored advice for business formation, including LLC setup, EIN applications, and tax structure optimization. Ongoing support for growth strategies, payroll compliance, and financial decision-making. Helps entrepreneurs navigate regulatory requirements and operational challenges confidently.
Accounting Services
Full-cycle accounting support for small businesses, including QuickBooks training and financial statement preparation. Addresses unique scenarios like franchise tax filings and sales tax compliance. Enhances financial clarity through organized records and actionable reporting.
Tax Planning
Proactive tax planning to optimize deductions and credits throughout the year. Analyzes investment timing, retirement contributions, and business expenses to reduce annual liabilities. Positions clients for long-term financial efficiency and stability.
People
J. Eric Markey
CPA
Owner with 25+ years of experience in tax preparation, IRS audit defense, and business consultation. Graduated from the University of Houston-Downtown in 1995. Served diverse industries while maintaining a perfect audit defense record. Prioritizes client education and cost-effective solutions.
Questions
What tax services do you offer?
We prepare individual, business, trust, and partnership returns, including multi-state filings, foreign income reporting, and Texas franchise tax. Services also cover audit defense and year-round tax planning.
Can you help with IRS audit issues?
Yes, with a 100% success rate in audit defense. We handle IRS notices, representation, and resolution strategies to minimize liabilities while protecting your interests.
What business areas do you support?
We serve retail, wholesale, restaurants, trucking, real estate, HVAC, nonprofits, and professional services. Expertise spans startup advisory, payroll compliance, and financial statement preparation.
How do you help clients save on taxes?
Through proactive planning, error detection in prior returns, and strategic deduction utilization. Recent clients recovered $1,100 in overlooked refunds through detailed reviews.
How are appointments scheduled?
Contact via phone or email to arrange meetings at your preferred location—our home office, your business, or a local café. Flexible scheduling accommodates urgent needs.
Do you work with out-of-state clients?
While based in Texas, we handle multi-state returns and clients with cross-border tax obligations, including foreign income and residency compliance.
