Tax Preparation & Bookkeeping in Allen, TX
Allen is a family town with a growing business scene — service businesses around Watters Creek, trades and contractors, and plenty of households juggling two W-2s, a side business, and childcare costs. That mix is exactly what I work with every day.
I prepare individual and business returns for Allen clients and keep small business books current through the year. Families get returns that actually capture what they're entitled to — childcare credits, education credits, HSA contributions. Business owners get clean books and no April surprises.
Everything runs by phone, text, and email, and I'm available year-round — not just January through April.
Worth knowing in Allen
Dual-income Allen households with a side business are the classic case of wrong withholding — two W-2s each withhold like they're the only income, then the side business adds untaxed income on top. A twenty-minute check now beats a surprise bill in April.
Services for Allen Clients
Individual Tax Preparation
W-2s, 1099s, self-employment income, rental properties — whatever your situation looks like, I'll make sure it's filed correctly and you're not leaving money on the table.
Small Business Tax Preparation
Corporations, sole proprietors, partnerships. I handle the returns so you can focus on running your business. Quarterly estimates included if you need them.
Bookkeeping
Monthly bookkeeping that keeps your numbers clean and organized. You'll always know where your business stands — no surprises when tax season hits.
Tax Planning
Don't wait until April to think about taxes. I work with you throughout the year to minimize what you owe and keep more of what you earn.
Allen Questions I Hear a Lot
What family tax credits should we be looking at?
Child tax credit, dependent care credit, education credits if anyone's in college, and HSA contributions if your insurance qualifies. Most missed money on family returns comes from credits nobody asked about.
My spouse started a small business in Allen. What changes?
That business income lands on your joint return, usually with self-employment tax on top. Quarterly estimates and expense tracking from the start keep it from becoming a problem. I'll set both up.
Do you work with Allen contractors and trades?
Yes — a lot of my business clients are trades and service businesses. Job costs, vehicle and equipment expenses, subcontractor 1099s — handled correctly.
Let's Talk
Serving Allen and the surrounding North Texas communities. Call or text and tell me what you're dealing with — I'll give you a straight answer, usually within 24 hours.
Areas I Serve
And surrounding North Texas communities.