Tax Preparation in Southlake, TX
Southlake households earn a median income of roughly $185,000, well above the national average. That higher income often comes with layers of complexity: equity compensation from corporate employers like Sabre Corporation, rental income from investment properties, capital gains, and itemized deductions on homes valued above $1.1 million. A basic software return is not built for that level of detail, and missed deductions at this income level can cost thousands.
Our Services
Our Tax Preparation Services for Southlake Clients
Every engagement starts with a one-on-one review of your financial picture. Here is exactly what Southlake clients receive when they work with us:
- Individual return preparation (Form 1040) with Schedule A itemized deductions, including mortgage interest on high-value Southlake homes, property taxes (subject to the $10,000 SALT cap), and charitable contributions
- Stock compensation and equity reporting for executives at Sabre Corporation, Charles Schwab, Fidelity, and other DFW corporate employers who receive RSUs, ISOs, or ESPP shares
- Schedule C and sole proprietor returns for Southlake consultants, medical professionals, and independent contractors with business income and deductible expenses
- S-Corp and partnership returns (Form 1120S and Form 1065) with K-1 preparation for multi-member businesses operating in the Southlake area
- Texas Franchise Tax and Public Information Report filing for any Southlake business entity required to report to the Texas Comptroller by the May 15 deadline
- Year-round support for IRS notices, amended returns, and estimated tax payment calculations, so you are never left without guidance after your return is filed
Why Southlake Businesses and Residents Choose AG Freideman
Personal attention from a licensed CPA. Al Freideman prepares and reviews every return himself. Southlake clients with complex compensation packages and investment portfolios are never handed off to a junior associate or seasonal preparer. You work with the same CPA who knows your situation year after year.
30+ years of experience across industries. Many Southlake residents own businesses in construction, healthcare, real estate, and professional services. Al has prepared returns across all of these industries and knows the deductions, depreciation schedules, and compliance requirements specific to each one.
Transparent pricing with no surprises. Individual returns start at $450 for a basic 1040 and $550 for itemized returns. S-Corp and partnership returns range from $1,000 to $2,000 depending on complexity. We quote your price upfront, and that is the price you pay.
52 five-star Google reviews. Every single review is five stars. Southlake clients trust us because we deliver consistent, accurate results and treat every return with the same level of care, whether it is a straightforward W-2 filing or a multi-entity business return.
Tax Preparation Questions from Southlake Clients
How much does tax preparation cost in Southlake?
Our individual tax preparation starts at $450 to $600 for a basic Form 1040 and $550 to $650 for itemized returns with Schedule A. Business returns for sole proprietors (Schedule C) range from $750 to $1,200, and S-Corp or partnership returns range from $1,000 to $2,000. We quote your exact fee before we begin, so there are no hidden charges.
When should I hire a CPA instead of using tax software?
If your household income exceeds $150,000, you hold equity compensation from an employer, you own rental property, or you operate a business, a licensed CPA will almost always find deductions and strategies that software misses. For Southlake residents with median incomes around $185,000, the savings a CPA identifies typically exceed the cost of preparation.
Do Southlake residents pay state income tax?
No. Texas has no state income tax, which is one reason high-income earners relocate to Southlake. However, Texas businesses are subject to the Texas Franchise Tax (also called the margin tax), which must be filed with the Texas Comptroller by May 15 each year. We handle both federal returns and Texas franchise tax filings.
What documents do I need to bring to my tax appointment?
We ask for W-2s, 1099s (including 1099-B for brokerage accounts), mortgage interest statements (Form 1098), property tax records, charitable donation receipts, and prior-year returns. For business owners, we also need profit-and-loss statements, balance sheets, and records of estimated tax payments made during the year. We send a personalized checklist before your appointment.
Do I need to visit your office, or can we work remotely?
We serve Southlake clients entirely through secure virtual appointments. You upload documents through our encrypted portal, and we meet by video or phone to review your return. There is no need to drive to our Preston Road office unless you prefer an in-person meeting.
Can you help if I receive an IRS notice after filing?
Yes. We provide IRS representation at $200 per hour, covering audit defense, back tax resolution, and penalty abatement. If the IRS contacts you about a return we prepared, we handle the response directly.
Get Started from Anywhere in Southlake
Scheduling your first appointment takes less than two minutes. Visit agfreideman.com/meeting/ to book a free consultation, or call Al directly at (972) 893-3481. We will review your tax situation, give you a clear price quote, and handle the rest. Whether you are filing from a home office near Southlake Town Square or managing payroll for a growing business along the 114 corridor, AG Freideman is your CPA for 2026 and beyond.
Visit Our Office
Address: 17304 Preston Rd Ste 861, Dallas, TX 75252
Phone: (972) 893-3481
We also offer virtual appointments for clients throughout the DFW metroplex who prefer to meet remotely.
Book a Meeting"I had worked with the same accountant for more than 10 years, so finding a new one was a significant decision. While my previous accountant did a great job, they were located out of state, and I wanted someone local…"
Ready to Get Started?
Book your free consultation with Al Freideman, CPA. 30+ years experience serving Dallas-Fort Worth.