Tax Preparation in Keller, TX
Keller has grown into one of the most sought-after communities in the Dallas-Fort Worth metro, and that growth brings real financial complexity. With a median household income around $95,000, many Keller households are juggling W-2 wages, investment accounts, rental properties, and side businesses. Filing a return that captures every legitimate deduction requires more than software. It requires a licensed CPA who understands the full picture.
Our Services
Our Tax Preparation Services for Keller Clients
Every engagement begins with a thorough review of your financial situation so nothing gets missed. Here is exactly what Keller clients receive when they work with us:
- Individual return preparation (Form 1040) covering wages, investment income, retirement distributions, and any applicable credits such as the Child Tax Credit or education credits.
- Itemized deduction analysis (Schedule A) for Keller homeowners, including mortgage interest, property taxes (subject to the $10,000 SALT cap), and charitable contributions.
- Schedule C preparation for sole proprietors operating in Keller and surrounding cities, with full expense categorization and home office deduction review.
- S-Corp and partnership returns (Forms 1120S and 1065) with K-1 preparation for multi-member entities, common among Keller business owners who have elected S-Corp status for tax savings.
- Rental property reporting (Schedule E) for Keller residents who own investment properties locally or elsewhere in Texas.
- Prior-year and amended return filing if you missed a deadline or need to correct an earlier return.
Why Keller Businesses and Residents Choose AG Freideman, CPA
30-plus years of hands-on experience. Al Freideman has prepared returns across dozens of industries and income levels. For Keller clients earning above the area’s median household income of $95,000, that experience translates into deductions and strategies that less seasoned preparers often overlook, from equity compensation planning to rental depreciation schedules.
Virtual appointments that eliminate the commute. Our office is on Preston Road in North Dallas, but Keller clients rarely need to make the drive. We handle consultations, document collection, and return delivery through secure virtual meetings. You get the same personal attention without leaving Keller.
Transparent pricing with no surprises. We publish our rates so you know the cost before we begin. Individual returns start at $450 for a basic 1040 and $550 for itemized returns. Business returns for Schedule C filers start at $750, and S-Corp or partnership returns start at $1,000. The price we quote is the price you pay.
52 five-star Google reviews and zero negative ones. Keller clients join a roster of Dallas-Fort Worth business owners and professionals who trust AG Freideman year after year. Every review is five stars because we do not cut corners or hand your return off to junior staff.
Tax Preparation Questions from Keller Clients
How much does tax preparation cost for Keller residents?
A basic individual return (Form 1040 with no itemized deductions) runs $450 to $600. Itemized returns with Schedule A and additional credits range from $550 to $650. For Keller business owners, Schedule C preparation costs $750 to $1,200, and S-Corp or partnership returns range from $1,000 to $2,000 depending on complexity. We provide your exact quote before any work begins.
When should I hire a CPA instead of using tax software?
If your situation involves more than straightforward W-2 income, a licensed CPA almost always pays for itself. Many Keller households have itemized deductions from homeownership, investment income, stock options from DFW-area employers, or self-employment income. Software cannot evaluate whether an S-Corp election would lower your self-employment tax, or whether your home office qualifies for the actual-expense method. A CPA with 30 years of experience can.
Do Keller residents pay state income tax?
No. Texas has no state personal income tax, so Keller residents file only a federal return for individual income. However, if you own a business entity in Texas (LLC, S-Corp, or partnership), you may owe Texas Franchise Tax, which is a margin-based tax administered by the Texas Comptroller. We handle franchise tax filings for Keller business owners as well, with pricing from $250 to $500 annually.
What documents do I need to bring to my tax appointment?
We send every Keller client a personalized checklist after booking, but the essentials include: W-2s and 1099s for all income sources, mortgage interest statements (Form 1098), property tax records from Tarrant County, prior-year tax returns, records of estimated tax payments, and documentation for any business income or expenses. For virtual appointments, you upload these through our secure portal.
Can a CPA help if I have not filed taxes in previous years?
Yes. We regularly help Keller clients who have fallen behind on filings. Al prepares prior-year returns and, if the IRS has already sent notices, we offer IRS representation services at $200 per hour to resolve penalties and negotiate on your behalf.
Get Started from Anywhere in Keller
Working with AG Freideman is simple no matter where you are in Keller. Start with a free, no-obligation consultation by phone or video. We will review your situation, explain exactly what your return will cost, and collect your documents through our secure portal. Al personally prepares and reviews every return before filing. From Keller Town Center to the neighborhoods near Bear Creek, you get the same one-on-one attention our clients across Dallas-Fort Worth have relied on for over three decades.
Call (972) 893-3481 or book your free consultation to get started. We look forward to being your CPA.
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…"
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Book your free consultation with Al Freideman, CPA. 30+ years experience serving Dallas-Fort Worth.