Most people don't have a simple return anymore. You've got a W-2 plus a side gig. Or a rental house in Frisco. Or you sold some stock, moved states mid-year, and now you're staring at forms you've never seen before. That's the kind of return I handle every day for people across North Dallas, Plano, and the surrounding suburbs.
When you work with me, I actually look at your situation. Deductions and credits get missed when a preparer is racing through returns at volume — education credits, home office for the self-employed, depreciation on rentals, estimated payments you already made and forgot about. My job is to make sure the return is right and you're not paying a dollar more than you owe.
And if the IRS sends a letter six months later, you don't get a disconnected phone number. You get me — the same person who prepared the return. Call, text, or email and I'll walk you through exactly what it means and what to do next.
Standard employment income, contract work, gig income — reported correctly the first time.
Schedule C filers: income, expenses, home office, mileage, and quarterly estimates if you need them.
Schedule E, depreciation, repairs vs. improvements — handled properly so it holds up.
Behind on a return or two? We'll get you caught up and current without the panic.
Your W-2s and 1099s, last year's return if you have it, and records of anything major — mortgage interest, childcare costs, business expenses, rental income. If you're not sure whether something matters, bring it anyway and I'll tell you.
Yes — that's a big part of what I do. Schedule C income, expenses, home office deduction, and quarterly estimated payments so next April isn't a surprise.
It happens more than you'd think, and it's fixable. We file the missing years, deal with any notices, and get you back to current. The worst move is waiting longer.
It depends on the complexity of your return — a single W-2 return is different from self-employment plus two rentals. Call or text me and I'll give you a straight answer up front, before any work starts.
Call or text me about individual tax preparation — I'll give you a straight answer on cost and timing before any work starts.
And surrounding North Texas communities.