Tax preparation for Fort Worth individuals and small businesses — a straightforward run east on I-20.
Call (817) 480-6649Fort Worth is within our service area, east along I-20 from Weatherford. We work with individuals, self-employed people and small business owners across the west side of the metro and beyond.
The situations that bring Fort Worth clients to us are usually ones that need a conversation rather than a form: a first year self-employed, a business that has grown to the point where the entity question matters, a household with income complexity that a quick-turnaround preparer handled superficially, or a notice from the IRS that nobody has explained.
We work directly with clients. The person who prepares the return is the person you talk to, and if something in your situation deserves an actual discussion, that is what happens rather than a checklist.
For business owners, the questions that recur are entity structure, reasonable compensation where an S election is in place, retirement plan options that allow larger contributions than most employees have access to, and getting bookkeeping to a state where preparation is straightforward.
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. Fort Worth 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.