Personal Tax Services
Our personal tax services allow our clients to remove the stress and get back the time tax filing takes up each year.
Do taxes stress you out?
With an initial discovery, we can analyze your financial history to implement a plan and set a path forward.
We make it easy!
Here are some ways we can help you now and also help you plan for the future.
Our Personal Tax services include:
- Federal 1040 filing
- Tax estimate planning
- Self-Employed tax planning and bookkeeping review
- Multi-State tax compliance
- Stock compensation review
- Foreign bank and financial Account compliance
- Foreign income reporting
- Cryptocurrency reporting
Personal Tax FAQs
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I have always prepared my own tax return, but now I just don’t have the time. Can you help?
Yes, many of our clients find that we provide value through our tax services by giving them their time back.
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I have a small business in addition to my full-time job. Can you also help with the businesstaxes?
Yes, one of the advantages of having a comprehensive team is that we can help you with all aspects of your finances.
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How much do you charge?
Personal Federal tax preparation begins at $1,000. The price can increase based on state filings, income/deduction sources, and other factors. Once you provide the necessary information, we can provide you with a quote.
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I don’t live in the Dallas area. Can we still work together?
Yes, we have clients all over the country. Our team can meet you virtually and transfer documents securely online.
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I have issues with my tax returns in prior years. Can you help?
Yes, we can review the returns, assess the most significant issues and get to work on the
tax returns quickly.