Dallas Plano Accounting & Bookkeeping

Tax and Accounting Services

Our team helps you to maximize your tax savings. It is important to be well-informed of any possible tax consequences when it comes to many popular sectors such as rental properties, retirement, educational savings plans and self-employment to name just a few. These are all the situations we can discuss when preparing your tax return. Our accounting services offer individuals and companies tax preparation services, Quickbooks training, audit defense and more.
Our Minimum Pricing Starts From $40

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We Always Prepared for:

☑ Individual Returns (Form 1040)
☑ C-Corp Returns (Form 1120)
☑ Partnership Returns (Form 1065)
☑ Payroll Taxes (Federal & State)
☑ S-Corp Returns (Form 1120S)
☑ Amended Returns (Business and Individual)
☑ Fixed Assets and Balance Sheet Reconciliation
☑ Journal Entry Posting
☑ Payroll Maintenance
☑ Accounts Receivable
☑ Accounts Payable
☑ Inventory Management and Analysis
☑ Closing and Financial Statement Preparation

Software Expertise

We have extensive experience in using different accounting and financial software platforms, including:
☑ QuickBooks
☑ Bill.com
☑ Superpayroll
☑ Expensify
☑ Gusto
☑ Tsheets
☑ Mineral Tree
☑ NetSuite


Your account manager is available via 💬 Skype, ✉ Email and ☎ Phone all of the time. You can get in touch us anytime!

Our team of skilled accountants review your data to ensure accuracy and assist with any accounting needs or challenges. If we are unsure of where a transaction goes, we’ll put it in a different category and contact you for confirmation.


We take security very serious, so we spent too much amount for security. Your data is encrypted and stored securely at all times.


We can discuss your financials with your CPA, if needed. We assure you, your books are ready to go at year end!

The methods of accounting we keep and about your chart of accounts

We can use Tax accounting or Generally Accepted Accounting Principles (GAAP) accounting. If you want to keep your books via the tax method of accounting we can use cash or accrual basis. The best way to keep accounting records is to keep it simple! This helps us reduce the possibility for human error.

If you decide to cancel, but you never will.

Just give us a call and we can cancel without penalty any time. You are charged on the first of each month.
There are no refunds if you cancel after the first day of the month.