Dallas Tax Preparation for Individuals & Businesses
We go beyond filing. We build a tax strategy that minimizes your liability and maximizes your financial position year after year.
Tax Solutions for Every Situation.
Every return and every strategy is prepared and reviewed by our in-house Enrolled Agents, authorized to represent you before the IRS — not routed to a seasonal preparer.
Individuals & Families
W-2 employees, retirees, and high-income earners who want to maximize their refund and eliminate surprises at tax time.
Small Business Owners
LLCs, S-Corps, and sole proprietors who need accurate returns and proactive tax planning throughout the year.
Real Estate Investors
Rental income, depreciation schedules, 1031 exchanges, and passive loss strategies handled with precision.
Smart Guidance, All Year Long.
Filing tells you what you owe. Planning changes that number. Our Enrolled Agents review your income, structure, and goals year-round, not just in April.
S-Corp Salary vs. Distributions
The right split between salary and distributions is one of the biggest self-employment tax savers available to S-Corp owners.
QBI Deduction (Section 199A)
Many pass-through business owners qualify for a deduction on up to 20% of their qualified business income. We check every year, not just once.
Section 179 & Bonus Depreciation
Write off qualifying equipment and asset purchases the year you buy them instead of spreading the deduction out over many years.
Solo 401(k) vs. SEP IRA
The right retirement plan for a business owner can shelter significantly more income than a standard IRA, while still building your nest egg.
Accountable Plan Reimbursements
Set up an accountable plan so you can reimburse yourself tax-free for legitimate business expenses paid out of pocket.
Estimated Tax Payments
Self-employed or earning investment income? We calculate exactly what you owe quarterly so you never face penalties.
Quick Tax Tips You Can Use Today
- Track every business expense, even small ones. They add up and reduce what you owe.
- If you work from home, you may qualify for a home office deduction.
- The best tax moves happen October through December, not April.
- Maxing out retirement accounts is one of the easiest ways to legally lower your tax bill.
- Keep receipts for mileage, meals, and travel. These are the most commonly missed deductions.
Tax preparation tells you what you owe. Tax planning shows you how to owe less and keep more of what you earn.
When Tax Problems Need A Clear Plan.
Unfiled returns, IRS notices, growing balances, and collection concerns can feel urgent. We help you organize the facts, understand the available paths, and take the next right step.
Every case is different. We review your facts and options before recommending a path forward.
Unfiled Tax Returns
Bring overdue returns up to date and create a complete filing record.
IRS Notices & Letters
Review deadlines, requested documents, and the response needed before you act.
Payment & Relief Options
Evaluate payment arrangements and potential relief options based on your circumstances.
See What You Could Save.
Use the calculator below for a quick planning estimate. No email required, just move the sliders.
Individual Tax Calculator
For W-2 employees and families. Model 401(k) and IRA contributions, HSAs, the Child Tax Credit, and itemized vs. standard deductions.
These are illustrative estimates, not tax advice. Book a free consultation to see how these strategies apply to your actual return.
What Our Clients Say.
Clear Packages. Confident Filing.
Choose the return complexity that best matches your situation. Every return is reviewed carefully, and complex situations receive a customized quote before work begins.
Simple Return
For straightforward returns with standard income sources.
- Wages and employment income
- Interest and dividends
- Standard deduction
- No dependent complexity
Standard Return
For returns with more moving parts, extra income sources or a change in your year.
- Everything in Simple
- Additional income sources
- Itemized deductions
- Investment or self-employment income
Advanced Return
For returns requiring deeper analysis across multiple income sources.
- Multiple income sources or entities
- Complex deductions and credits
- Specialized tax situations
- Coordination with your other advisors
Every return is prepared and reviewed by an Enrolled Agent before it's filed. Advanced pricing varies based on your specific situation and is confirmed before work begins.
Frequently Asked Questions.
Both can prepare returns and represent you before the IRS, but the credentials come from different places. A CPA is licensed by a state board and covers a broad range of accounting work, including audit and financial statements. An Enrolled Agent is licensed directly by the IRS, specifically for taxation, after passing a rigorous three-part IRS exam covering individual, business, and representation issues, and completing ongoing tax-focused continuing education. EAs also have unlimited rights to represent taxpayers before the IRS in all 50 states, the same as a CPA or attorney. Our team is Enrolled Agent-led because our sole focus is tax preparation, planning, and resolution.
Both. We prepare individual returns as well as returns for LLCs, S-Corps, partnerships, and sole proprietorships, and we can advise on which structure fits your situation best.
That's exactly what our Tax Resolution service is for. We'll help you organize your records, get unfiled returns brought current, and walk you through the options for any balance owed, without judgment.
Yes. While we're based in Dallas, we work with clients across Texas and nationwide through secure document sharing and video or phone consultations.
Tax preparation reports what already happened. Tax planning looks ahead and shapes decisions, like retirement contributions, entity structure, or equipment purchases, before year-end so you owe less when it's time to file.
We review your current filing situation, flag any obvious savings opportunities, and give you a clear picture of what working with us would look like. No pressure, no obligation.
File with Confidence. Keep More.
Book a free 15-minute review with our Enrolled Agent-led team. We'll look at your filing needs and show you what savings are on the table.