We prepare federal and state tax returns, handle bookkeeping adjustments required for filing, and respond to notices from tax authorities. Our process emphasizes accurate documentation, clear communication, and adherence to filing deadlines. Services include:
We work with clients to assemble required documentation, identify eligible credits and deductions permitted by law, and prepare accurate returns ready for signature and filing.
The engagement begins with an intake conversation to review your tax situation and collect necessary records. We then prepare the return and present it to you for review. After you approve the return, we file electronically or prepare paper returns if required.
Professional preparation is appropriate for taxpayers with any of the following:
Clients often choose professional services to reduce the risk of filing errors, ensure correct forms are used, and to preserve time that would otherwise be spent deciphering tax rules.
Fees are based on the complexity of the return and the time required to prepare accurate filings. We provide a clear estimate after the initial review and invoice for work completed. Payment options are outlined during engagement and receipts are provided for your records.
Clients value a methodical approach and responsive service. We prioritize accurate returns, timely filing, and practical advice about record keeping to reduce future tax exposure. Our team keeps current with applicable tax law changes to minimize surprises at filing.
To schedule a consultation or submit documents, contact our office by phone or email. You can view our service page here: Tax Preparation Services in McKinney, TX (please use this link to reach the tax preparation page).
Bring W-2s, 1099s, records of deductible expenses, mortgage statements, and identification. For business owners, provide profit/loss summaries and expense receipts.
Preparation time varies by complexity. After the initial document review a timeframe is shared so you know when to expect the draft return for review.
We prepare documentation and can assist with responses to notices. Where representation requires enrollments or power of attorney forms, we will advise the appropriate next steps.