Tax preparation for Aledo families, professionals and business owners — a short run east from our Weatherford office.
Call (817) 480-6649Aledo is close by and part of our regular service area. We prepare individual and family returns, handle self-employed and small business filings, and work with clients on planning questions that come up as income and circumstances change.
A good share of what we see in this area involves households with more complexity than a single W-2 — a spouse with a side business, rental property, investment income, or someone whose compensation includes equity or bonuses that change the picture in a given year.
Those situations reward planning before year end rather than reporting after it. Most of the useful decisions — retirement contributions, timing, charitable giving, withholding adjustments — close on December 31, and identifying them in April means the opportunity has passed.
We work directly with clients rather than through a call center, and questions get answered by the person who prepared the return.
Federal returns for individuals and families, including situations with rental property, investment income, dependents and life changes during the year.
Self-employment tax, quarterly estimated payments, business deductions and the recordkeeping that supports them.
Sole proprietorships, partnerships, LLCs and S corporations, plus the entity and compensation questions that come with them.
Getting the books to a state where preparation is straightforward and deductions are captured rather than reconstructed.
Bringing prior years current, establishing what is actually owed, and addressing payment through the available options.
Understanding what a notice actually says, what it requires, and responding with documentation before the deadline.
Yes. Aledo is part of our regular service area. We prepare individual returns, small business and self-employed returns, and we work with clients who are behind on filing or dealing with IRS correspondence.
Photo ID and Social Security numbers for everyone on the return, all income documents including W-2s and any 1099s, last year's return if we did not prepare it, records of deductible expenses, and details of anything that changed during the year — a marriage, a new dependent, a home purchase or sale, a new business. If you are self-employed, bring your bookkeeping records or a summary of income and expenses.
Yes, and it is a large share of what we do. Self-employment tax, quarterly estimated payments, deductions, entity questions and bookkeeping all come up regularly. If you are newly self-employed, a conversation early in the year is worth considerably more than one at filing time.
Yes, and it is more common than people think. The general approach is bringing the unfiled years current, determining what is actually owed, and then addressing payment through the available options. Filing is what stops the failure-to-file penalty from continuing to accrue, and unfiled returns generally have to be current before most resolution options become available.
Yes. Most IRS correspondence concerns one specific item on one specific return and is resolved by responding with documentation before the stated deadline. Bring the notice, the return it concerns, and your supporting records, and we will work through what it actually requires.