Professional tax preparation for individuals and business owners—from Fort Worth’s #1 CPA firm.
Choose a higher standard of individual tax preparation service that’s easier than online filing, priced to compete with the McTax industry, and backed by two decades of experience with federal and state tax codes.
Choose the service level and pricing you need to file.
Get support with documents and send them through our secure system.
Let us handle preparation, forms, and filing with the IRS.
Keep in touch with our friendly local team.
For individuals
What’s the value of working with a CPA for individual tax filing?
The answer is service, proactivity, and accountability with layers of quality control that combine smart automation with smart people who know federal and state tax codes.
We’re offering peace of mind to individuals who may have had run-ins with the IRS in the past or whose tax situation has become a bit more complex, and want to ensure that professionals prioritize their tax return.
Working with us is like getting a fresh start—past mistakes are corrected, improper form entries fixed, and IRS compliance standards renewed.
Let’s start with your documents and a service plan, and we’ll prepare and file an accurate and compliant return with a complimentary review of standard and itemized deductions and credits to sweeten the deal.
Individual Tax Preparation
From standard W-2 filings with retirement portfolios to returns for clients with diversified and substantial holdings, we offer a service tier that provides precise tax preparation at the right cost for you.
Essential
Get preparation and filing done without too much talk and fuss.
Federal & State Tax Return Preparation & E-filing
Secure Client Portal for Document Upload
Standard or Itemized Deductions
Email Support for Tax Filing Questions
Priority Turnaround Time
Phone Support In Addition to Email
IRS Notice Response Guidance (Basic)
One Mid-Year or Year-End Tax Planning Session
Two Planning Sessions (Mid + Year End)
Unlimited Consultation Calls/Emails Year Round
Customized Estimated Tax Payment Calculations
Audit Protection and Representation (Current Year Only)
Enhanced
Ensure that changes in income, relationship status, and increased complexity is squared across the board.
Federal & State Tax Return Preparation & E-filing
Secure Client Portal for Document Upload
Standard or Itemized Deductions
Email Support for Tax Filing Questions
Priority Turnaround Time
Phone Support In Addition to Email
IRS Notice Response Guidance (Basic)
One Mid-Year or Year-End Tax Planning Session
Two Planning Sessions (Mid + Year End)
Unlimited Consultation Calls/Emails Year Round
Customized Estimated Tax Payment Calculations
Audit Protection and Representation (Current Year Only)
Elite
Communicate and collaborate with our team to deal with compliance issues that require experience.
Federal & State Tax Return Preparation & E-filing
Secure Client Portal for Document Upload
Standard or Itemized Deductions
Email Support for Tax Filing Questions
Priority Turnaround Time
Phone Support In Addition to Email
IRS Notice Response Guidance (Basic)
One Mid-Year or Year-End Tax Planning Session
Two Planning Sessions (Mid + Year End)
Unlimited Consultation Calls/Emails Year Round
Customized Estimated Tax Payment Calculations
Audit Protection and Representation (Current Year Only)
For business owners
We’re capable of preparing returns for business owners, regardless of complexity or entity structure.
Growth-stage and mature businesses should expect onboarding with zero lag time and supreme diligence. We proactively address IRS red flags, ensure your personal return aligns with the business, and take compliance line-by-line, form-by-form, with the latest federal and state tax code changes accounted for.
We’re a business-first firm, this is our lane, and there are no question marks—just rock-solid experience, diligence, and processes. Let’s keep your tax position secure.
Every business is different, and so are the needs and concerns of every business owner.
Take a look at our service tiers and schedule a discovery call to confirm that what you need matches what’s necessary.
Essential
Professionalize your business with tax, accounting, and support services that form the foundation for future growth.
Preparation & E-Filing of Federal and State Business Tax Return
Secure Client Portal for Document Upload
Filing Deadline Reminders
Email Support for Tax Return Questions
IRS Notice Response Guidance
One Tax Planning Session (Mid-Year or Year-End)
Two Planning Sessions (Mid-Year + Year-End)
Unlimited Consultation Calls/Emails Year Round
Customized Estimated Tax Payment Calculations
Audit Protection and Representation (Current Year Only)
Enhanced
Reduce taxes, lower costs, increase profits, and get the data you need to make more profitable decisions.
Preparation & E-Filing of Federal and State Business Tax Return
Secure Client Portal for Document Upload
Filing Deadline Reminders
Email Support for Tax Return Questions
IRS Notice Response Guidance
One Tax Planning Session (Mid-Year or Year-End)
Two Planning Sessions (Mid + Year End)
Unlimited Consultation Calls/Emails Year Round
Customized Estimated Tax Payment Calculations
Audit Protection and Representation (Current Year Only)
Elite
Achieve long-term organizational goals with comprehensive tax, accounting, financial, CFO, and advisory services.
Preparation & E-Filing of Federal and State Business Tax Return
Secure Client Portal for Document Upload
Filing Deadline Reminders
Email Support for Tax Return Questions
IRS Notice Response Guidance
One Tax Planning Session (Mid-Year or Year-End)
Two Planning Sessions (Mid + Year End)
Unlimited Consultation Calls/Emails Year Round
Customized Estimated Tax Payment Calculations
Audit Protection and Representation (Current Year Only)
Testimonials
“Jeremy and his team were superior in every sense of the word. We must have saved $25K by filing jointly, which they saw immediately, and our long-time tax service never mentioned. There’s still a big difference between a CPA firm and a franchise location in a shopping center.”
Private Client
Accounting, Fort Worth
How can we help?
Our dedicated tax professionals respond within 24 hours.
