Tax preparation and planning for small businesses

A tax return is only as good as the books behind it. I prepare returns from reconciled records, make sure the deductions you are entitled to are claimed, and plan ahead so tax season holds no surprises.

What's included

  • Tax return preparation

    Returns prepared from clean, reconciled books, with the supporting records organized in case questions come up later.

  • Tax planning

    A look ahead during the year at what you are likely to owe, so you can set money aside and make decisions with the tax effect in mind.

  • Deductions claimed

    Business expenses properly categorized through the year, so legitimate deductions are not missed at filing time.

  • Texas franchise tax

    Your annual franchise tax report or Public Information Report filed by May 15, so your business stays in good standing.

  • Texas sales tax

    Sales tax collected tracked in your books and returns filed on your monthly, quarterly or annual schedule.

Who it's for

  • Small business owners who want their return prepared from accurate books
  • Texas businesses that need franchise tax and sales tax filings kept on schedule
  • Owners who want to know what they will owe before the deadline, not after
  • Businesses whose books need catching up before taxes can be filed

How we start

  1. 01

    Talk

    A short call about your business, the software you use, and where your books stand.

  2. 02

    Set up

    Past records reviewed and corrected, and QuickBooks set up the way your business actually runs.

  3. 03

    Close every month

    Transactions reconciled, statements delivered, payroll and tax handled on schedule.

Questions

Does Texas have a state income tax?
No. But most Texas LLCs and corporations are subject to the Texas franchise tax, and businesses that sell taxable goods or services must collect and file sales tax.
My books are behind. Can you still prepare my taxes?
Yes. The books are brought up to date first, then the return is prepared from them. Filing from incomplete records usually means missed deductions or errors.
When should I contact you before the tax deadline?
The earlier the better. Planning during the year gives you options that are no longer available once the year has closed.
Do you work with clients outside Texas?
Yes. Everything is handled online, so I work with clients across the US and abroad.

Let's talk about your books

A short call about your business and what you need. Based in Weatherford, Texas, working with clients everywhere online.

Book a call