--Committed To Excellence--

Our goal is to provide exceptional service that exceeds customer expectations. We understand that we are a company built upon servicing one person at a time and it is our goal to value and treat each person as an individual and value their own personal goals and dreams. It is with this dedication we commit our time, talents and resources to meet and exceed our customer’s expectations and needs. 

Adding value to the lives of everyone we come in contact with

Financial Services

• Retirement Planning

• Wealth Management

• College Planning

• Annuities

• Life Insurance

• Long-Term Care

• Disability - Personal Income Protection

Tax Services

• Preparation of Tax Returns including:

  • Individuals

  • Sole-Proprietorships

  • Partnerships

  • C Corporation

  • S Corporation

  • Franchise Tax

  • Electronic Filing

  • Direct Deposit of Refunds

  • Refund Transfer Program

    • Refund Transfer Checks (Pick up check at office)

    • Refund Transfer Direct Deposit

    • Refund Transfer Debit Card (Pick up new card with refund)

Bookkeeping Services

• Payroll Services ( 940, 941, and 1099's)

• Check Printing Services

• TWC Texas Work Commission

• IRS EFTPS Reports & Payments

• Sales & Use Tax Reports

• Franchise Reports.

Notary Services

B.W.R. Financial and Tax Service provides a wide variety of notary services for all your notary needs.

Seminars

B.W.R. Financial and Tax Service offers a variety of seminars to teach and inform those interested in learning more about financial services and taxes.

We can tailor a seminar to meet your specific needs. 

Please call or email us for further details and pricing.