Expert Tax Preparation, Bookkeeping, and Financial Consulting tailored to your life and business. No upfront fees. Same-day advances available.
About CFR Tax Firm
Meet Shannon Henderson
Owner & Senior Tax Professional
With 15 years of experience in accounting and tax preparation, Shannon Henderson established CFR Tax Firm with one goal: to bridge the gap between expensive corporate firms and seasonal tax pop-ups.
Located in Spring, TX at the new Cypresswood Office Condos, Shannon and her team of 15 specialists provide year-round support, nationwide virtual filing, and aggressive advocacy to guarantee the maximum refund legally possible.
What to Bring to your appointment
We recommend that you bring these items to your tax interview:
PERSONAL INFORMATION:
- Valid Driver’s License (You & Spouse)
- Social Security Cards (All Dependents)
- Last Year’s Tax Return (New Clients)
- Bank Routing/Account Number
INCOME:
- W-2’s
- 1099-NEC (Self Employment)
- 1099-G (Unemployment)
- 1099-R (Retirement/Pension)
- 1099-INT/DIV (Interest/Dividends)
- SSA-1099 (Social Security)
- Uber/DoorDash Summaries
DEDUCTIONS & CREDITS:
- 1098-T (Tuition Statement)
- Student Loan Interest
- Mortgage Interest
- Real Estate Taxes
- Charitable Contributions
- Medical Expenses
- Child Care Provider Info (EIN/SSN)
- Business Expenses (Mileage, Supplies)
About CFR Tax Firm
Most clients who are approved for the Refund Advance receive their funds within 24 hours of the IRS accepting their return.
We recommend booking an appointment to guarantee your time slot, especially during peak season. However, walk-ins are welcome based on availability.
Yes! We have a team of virtual preparers who can handle returns for all 50 states. Simply use the TaxesToGo app or our Secure Portal to upload your documents.
The TaxesToGo App is best for simple returns and taking pictures of documents with your phone. The Secure Portal is better if you are on a computer and have PDF files to upload.
Yes. Unlike seasonal tax chains, CFR Tax Firm is a year-round accounting firm available for bookkeeping, payroll, and tax planning.
Get in touch
- Address: 25929 Cypresswood Drive, Suite A, Spring, TX 77373
- Landmark: (Entrance to Breckenridge Park, near Hardy Toll Rd)
- Phone: 951-203-1409
