Services we provide
Our practice focuses on established tax work and client support. We prepare returns, review past filings, represent clients in communications with tax authorities and advise on record-keeping. Services include:
- Individual income tax preparation (federal and state)
- Business tax returns for sole proprietors, partnerships, S corporations and C corporations
- IRS and state tax notice response and representation
- Sales tax registration and reporting guidance
- Tax planning for business formation and structural changes
- Amended returns and prior-year corrections
How we work with clients
From the first contact onward, we follow a clear process designed to reduce uncertainty and minimize risk. You will receive a checklist of required documents, an itemized fee estimate and a point of contact who will manage your file. We verify supporting documents, run accuracy checks on entries and review the completed return with you before filing. Our goal is to make tax compliance efficient and to limit surprises.
What to bring to your appointment
Gathering correct documents before an appointment speeds completion. Typical items include:
- Photo ID and Social Security numbers for all dependents
- All W-2s, 1099s and K-1s received during the tax year
- Proof of deductible expenses (mortgage interest, property taxes, medical receipts, charitable contributions)
- Business income and expense records if self-employed
- Last year’s tax return (useful for carryovers and settings)
Payroll, bookkeeping and sales tax
Beyond annual returns, many clients need ongoing payroll and bookkeeping support. We coordinate with bookkeeping providers and can advise on payroll tax deposits, Form 941 filings and year-end reporting. For retail and service businesses, proper sales tax setup is critical; we help register accounts and file returns on the correct schedule.
Representation before tax authorities
When a notice arrives from the IRS or the state, timely response matters. We review the notice, identify the core issue and prepare a formal reply or representation. Our work includes negotiating payment arrangements and preparing offers in compromise when appropriate. We keep you informed about options and consequences so decisions are based on facts.
Common mistakes to avoid
Certain recurring mistakes increase the chance of audits and delays. Common issues include failing to report all income, missing required forms for contractors, and losing track of business receipts. We review records for these issues and advise on corrective steps so filings accurately reflect your situation.
Record retention and organization
Maintaining organized records reduces time and expense when returns are prepared or when a notice arrives. As a rule, keep tax records for at least three years from the date of filing; retain payroll and property records for longer periods. We provide a simple retention checklist that suits common household and small business needs.
Seasonal and year-round reminders
Tax work is not only seasonal. We send reminder lists for quarterly payments, estimated taxes and filing deadlines. For business owners, timely bookkeeping reduces year-end pressure. For individuals with investment or rental income, early organization of receipts and statements avoids last-minute work.
Fees and billing
Fee structures vary by the complexity of returns and required work. Simple individual returns carry modest fees, while business returns or representation work are billed at a rate that reflects the time and expertise involved. We provide an estimate in writing before beginning work and notify you if circumstances change. Payment methods accepted include check, electronic transfer and card.
Client confidentiality
Tax matters are sensitive. We use standard professional safeguards for documents and electronic transmissions. If you prefer, you can deliver documents in person, by secure upload or by protected email. We will confirm receipt and maintain an organized file for your records.
Frequently asked questions
Q: How long will it take to prepare my return?
A: Turnaround depends on complexity and document readiness. Once we receive complete records, most individual returns are prepared within a few business days. Business returns and representation work may take longer; we provide estimated timelines up front.
Q: Do you represent clients for audits?
A: Yes. We assist with audit preparation and representation. We gather requested documentation, prepare responses and, when appropriate, represent clients in communications with authorities.
Getting started
Begin by gathering the records noted above and contacting our office to schedule a consultation. You may call or send an email; both contact methods are answered promptly during business hours. For specific services and to see an overview of our office offerings, click the link below.
If you prefer to review the main website, use the following URL directly: https://accutaxprollc.com/
We welcome inquiries from residents of McKinney and nearby communities in Collin County. Clear communication and reliable documentation are the basis of our client relationships. Contact us to learn how we can assist with routine filings, complex returns and representation matters.