Wharton Texas downtown area
Trusted Since 1998

Your Money Deserves
Someone Who Actually
Cares

No cookie-cutter filings. No rushing you out the door. Just thorough, personal tax preparation and insurance guidance — right here in Wharton, for over two decades.

Call (979) 488-2887 Explore Services
25+ Years Serving Wharton
10,000+ Returns Prepared
98% Client Retention
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What We Do

Services Built Around
Your Situation

Every person's financial picture is different. We take the time to understand yours before recommending a single course of action.

Tax Preparation

Personal and business tax returns, EITC filing, amends, and extensions. We dig into every deduction so you keep more of what you earned.

  • Individual & Business Returns
  • EITC & Child Tax Credit
  • Amended Returns & Extensions
  • IRS Representation

Insurance Services

From auto to homeowners to small business coverage — we shop multiple carriers to find protection that actually fits your life and budget.

  • Auto & Homeowners Insurance
  • Life & Health Coverage
  • Small Business Policies
  • Claims Assistance

Bookkeeping

Monthly reconciliation, profit & loss statements, and payroll support for small businesses that need clean books without the full-time hire.

  • Monthly Reconciliation
  • Financial Statements
  • Payroll Support
  • Quarterly Estimates

Retirement Planning

IRA, Roth, SEP, and SIMPLE IRA guidance. We help you choose the right retirement vehicle and set a strategy that grows with you.

  • IRA & Roth IRA Setup
  • SEP & SIMPLE IRA
  • Rollover Assistance
  • Contribution Strategy

Payroll Services

Run payroll right the first time — direct deposit, tax withholding, W-2s, and 1099s handled so you can focus on your business.

  • Weekly / Bi-Weekly Payroll
  • Tax Withholding & Filing
  • W-2 & 1099 Preparation
  • Direct Deposit Setup

Business Formation

LLC, S-Corp, or partnership — we guide you through the setup so your business starts on solid legal and tax ground.

  • LLC & Corp Filing
  • EIN Acquisition
  • Tax Structure Advice
  • Compliance Calendar
Professional office interior in Wharton, Texas
Why Choose Us

A Local Office That
Actually Answers

Too many taxpayers get passed to a call center after filing. At Liz Tax Services, you walk in — or call — and you get the same person who knows your file.

Face-to-Face Service

No chatbots, no 47-minute hold times. Sit down with someone who reviews every line with you.

Year-Round Availability

Tax season is busy, but we're here all year — for insurance questions, bookkeeping, or anything that comes up.

Transparent Pricing

We quote before we work. No surprise fees, no hidden charges — just an honest price for honest work.

Bilingual Support

Services available in English and Spanish. Everyone deserves to understand their own finances.

About Us

Rooted in Wharton.
Committed to You.

Liz Tax Services & Insurance has been a fixture on East Milam Street for over 25 years. What started as one person helping neighbors file their returns has grown into a full-service office — but the approach hasn't changed.

We know our clients by name. We remember your last filing. We notice when your situation changes and reach out before you even think to call. That's the kind of relationship you build when you serve the same community for decades.

Whether you're a small business owner in Wharton County, a retiree managing your Social Security, or a family filing for the first time — we treat your money with the same care we'd give our own.

25+ Years in Business
100% Local Ownership
417 E. Milam St — Our Address
Downtown Wharton Texas street view
Client Stories

What Our Clients
Say About Us

Don't take our word for it — hear from the people who've trusted us with their taxes and insurance for years.

"I've been coming here for over ten years. They always find deductions I didn't even know existed. Last year my refund was the biggest it's ever been — and they caught an error on a previous filing that saved me hundreds."

Maria G. Wharton, TX

"As a small business owner, I needed someone who understood both sides — taxes and insurance. Liz handled my LLC formation, set up my payroll, and found me better rates on my commercial policy. One stop for everything."

Robert D. Wharton, TX

"My parents brought me here when I filed my first tax return. They made it so simple — no jargon, no pressure. Now I bring my whole family. It feels good to have someone in town you can actually count on."

Jennifer L. Wharton, TX
Texas sunset over Wharton

Ready to Stop Worrying
About Tax Season?

Call us today or stop by the office on East Milam Street. We'll review your situation, give you an honest quote, and make this year's filing the easiest one you've ever had.

(979) 488-2887 Email Us
Contact Us

Let's Talk About
Your Finances

We're here Monday through Saturday. Walk-ins are welcome, but calling ahead ensures we set aside time for you.

Address 417 E Milam St
Wharton, TX 77488-5125
Hours Mon–Fri: 9:00 AM – 5:00 PM
Sat: 9:00 AM – 1:00 PM

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