Creekside Tax Advisory
CreeksideTax Advisory

Tax preparation & planning

Pull up a chair, let's look at the whole picture.

Careful tax preparation, year-round planning and monthly insight for individuals, families and small business owners. Every return is reviewed, not just filed.

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A shaded creek with a large rock in the water under spring trees

Services

Two kinds of clients, the same close attention

Whether it's your personal return or your company's books, the work starts with understanding your whole situation.

Individuals & families

For households who want someone to look closely, not just enter the numbers.

  • Individual tax returnsForm 1040 with every schedule it needs, federal and state.
  • Strategy review with every returnDeductions, credits and retirement moves you may be missing.
  • Life changesA new home, a new baby, a marriage or divorce, retirement.
  • Year-end planningA look before December 31, while there's still time to act.

Business owners

For owners who want to understand their numbers and keep more of what they earn.

  • Business tax returnsS corporations (1120-S), partnerships (1065) and sole proprietors.
  • Books & InsightsYour books kept every month, plus what they mean for your business and your taxes.
  • Tax planningEntity choice, owner pay, retirement contribution options and limits, home office and accountable plans.
  • Owner pay and S-corp checkpointsSalary, distributions and payroll taxes kept on track all year.

The Creekside difference

Reviewed, not just filed

A real review, every time

Each return is checked line by line against a planning checklist, and you hear every idea that could help, not only the ones you asked about.

One clear fee

Fees reflect the work and the value it brings you. No running clock and no surprise bills.

Your information, protected

Files move through your own private, invitation-only folder, under a written information security plan.

How it works

Four simple steps

  1. Send a short emailTell me a little about your situation and what you need.
  2. We talk it throughI learn the full picture and send a one-page engagement letter.
  3. Upload your documentsInto your own private folder, on your schedule.
  4. Review togetherI prepare and review your return, then walk you through it with ideas for the year ahead.
Kari Hughey

About

Kari Hughey

Tax Preparer · 19 Years of Experience

I earned my business degree in accounting from Oklahoma State University in 2007 and began my career doing monthly financials and preparing returns at a CPA firm in Austin. I then spent eight years as financial controller for a private equity investment company. When that company was acquired, I took the opportunity to step back and start our family, and began preparing taxes for friends and family. Through referrals, that work has grown into what it is today: Creekside Tax Advisory.

Those years in the controller's seat shape how I work today. I read your return the way an owner reads a financial statement: what happened, why, and what to do next. Many of my clients came to me after years of having a return filed with no one looking at it closely. That's the gap I work in. I go through every return carefully, ask the questions that turn up missed deductions and better strategies, and check in before year-end, when there's still time to act.

I work from our home in the country outside Anna, Texas, a short walk from the creek this practice is named for. I keep my practice small on purpose, so every client gets my full attention.

Kari HugheyOwner, Creekside Tax Advisory

Contact

Pull up a chair.

Email is the best way to reach me. Tell me a little about your situation and what you're looking for, and I'll be in touch.

Now welcoming a limited number of new clients for the 2027 tax season.