Tax Preparation & Bookkeeping in Plano, TX
Plano has one of the busiest small business scenes in North Texas — everything from consultants working near Legacy West to family businesses that have been on Coit Road for twenty years. A lot of them are handling taxes the same way: a pile of statements in March and a preparer they've never actually spoken to.
I do it differently. I prepare individual and business returns for Plano clients, keep books current through the year, and answer my own phone. When something changes — you pick up a rental, take on 1099 work, or your business has its best year yet — you have someone to call before it becomes a tax problem.
Whether you're near downtown Plano, out by Willow Bend, or up along the 121 corridor, everything works by phone, text, and email — no office visit required unless you want one.
Worth knowing in Plano
Plano is full of corporate employees with equity compensation and side income — two things that quietly complicate a "simple" return. If you got RSUs, exercised options, or started consulting on the side, your withholding is probably wrong. Worth a look before April.
Services for Plano 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.
Plano Questions I Hear a Lot
Do you meet with Plano clients in person?
Most of my Plano clients handle everything by phone, text, and secure email — it's faster for everyone. If you'd rather sit down face to face, we can arrange that too.
Can you help with RSUs and stock compensation?
Yes. Equity compensation is one of the most common reasons Plano filers overpay or get surprised — the withholding on vested shares is often wrong. I make sure the basis is right and the return reflects what actually happened.
Do you work with Plano small businesses?
Yes — returns, quarterly estimates, Texas franchise tax, and monthly bookkeeping for Plano LLCs, S-corps, and sole proprietors.
Let's Talk
Serving Plano 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.