Question 1

Who do you work with?

Accepted Answer

We work with individuals, salaried professionals, independent contractors, entrepreneurs, and small business owners in Dallas who value accurate, compliant, and professionally prepared tax returns.

Question 2

How is your tax preparation different from online or low-cost services?

Accepted Answer

We don’t do volume-based or automated filing. Every return is carefully reviewed, verified, and prepared with a focus on accuracy, compliance, and legitimate tax-saving opportunities, so you’re not exposed to unnecessary risk.

Question 3

Are you authorized by the IRS?

Accepted Answer

Yes. We are an IRS-authorized paid tax preparer, participate in the Annual Filing Season Program (AFSP), and complete continuing professional education (CPE) annually to stay current with tax law changes.

Question 4

Do you offer tax planning, or only tax filing?

Accepted Answer

We provide both. In addition to preparing your return, we offer strategic tax planning to help reduce future tax exposure and improve long-term financial clarity.

Question 5

How do you protect my personal and financial information?

Accepted Answer

Client confidentiality is a top priority. We use secure systems, encrypted document handling, and strict confidentiality protocols to safeguard your information at every stage of the process.

Question 6

Can you help with IRS notices or issues?

Accepted Answer

Yes. We assist clients with IRS correspondence, notices, and representation, providing clear guidance and professional support to resolve issues efficiently.

Question 7

Do you work with small businesses and self-employed individuals?

Accepted Answer

Absolutely. We regularly work with small business owners, freelancers, and independent contractors, including handling business tax filings, bookkeeping coordination, and compliance guidance.

Question 8

How involved will I need to be in the process?

Accepted Answer

We make the process simple and structured. You’ll provide the required documents, we handle the detailed analysis, and we review everything with you before filing so you stay informed and confident.

Question 9

Are your services available year-round or only during tax season?

Accepted Answer

We offer year-round support. Our clients can reach out anytime for tax questions, planning advice, or assistance, not just during filing season.

Question 10

Why should I choose your firm?

Accepted Answer

Clients choose us for our integrity, precision, discretion, and accountability. We treat tax preparation as a responsibility, not a transaction, delivering peace of mind through professionalism and consistency.