Tax Preparation in Allen, TX
Allen households earn a median income of roughly $110,000, well above the national average. That higher income often comes with added complexity: dual-earner W-2 households at Allen ISD or Lovejoy ISD, equity compensation packages from employers along the US-75 corridor, rental properties, and side businesses serving the Watters Creek district. A basic software return can leave thousands of dollars in deductions on the table when your tax picture is that layered.
Our Services
Our Tax Preparation Services for Allen Clients
Every Allen client receives hands-on preparation from a licensed CPA. Here is exactly what that includes:
- Individual returns (Form 1040) with full review of W-2 income, investment gains, rental income, and retirement distributions common among Allen’s higher-income households
- Itemized deduction analysis covering mortgage interest, property taxes on Allen homes, medical expenses, and charitable contributions to determine whether itemizing or taking the standard deduction saves you more
- Schedule C and sole proprietor returns for Allen entrepreneurs and independent contractors, including business expense categorization and home office deductions
- S-Corp and partnership returns (Form 1120S/1065) with K-1 preparation for multi-member Allen businesses
- Texas Franchise Tax and Public Information Report filing for LLCs and corporations registered in Texas
- Year-round support including IRS notice response, amended returns, and estimated tax payment guidance, so you are never left without a CPA between filing seasons
Why Allen Businesses and Residents Choose AG Freideman
One CPA who knows your situation. Al Freideman handles every Allen client personally. You will never be handed off to a junior associate or a different preparer each year. That consistency matters when your return includes Allen rental properties one year and a new LLC the next.
30+ years of experience across industries. Many Allen residents work in healthcare, education, technology, and construction along the US-75 business corridor. Al has prepared returns for professionals in all of these fields and knows the deductions that less experienced preparers miss.
Transparent, published pricing. Individual returns start at $450 for a basic 1040 and $550 for itemized returns. Business returns range from $750 for a Schedule C to $1,000 or more for S-Corp and partnership filings. We quote your price before we start, and the price you are quoted is the price you pay.
52 five-star Google reviews with zero negative reviews. Allen clients who value quality over cutting corners trust a CPA whose track record is public and perfect. Every single review is five stars because we treat every return as if it were our own.
Tax Preparation Questions from Allen Clients
How much does tax preparation cost in Allen?
Our individual tax preparation starts at $450 to $600 for a basic Form 1040 without itemized deductions. Itemized returns with Schedule A and additional credits run $550 to $650. 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 depending on complexity. These are flat fees, not hourly billing, so you know your cost upfront.
When should I hire a CPA instead of using software?
If your return includes more than a single W-2, you likely benefit from a CPA. Allen residents frequently have mortgage interest deductions, investment accounts, stock options from North Texas employers, or rental income. A licensed CPA identifies deductions and credits that software cannot evaluate in context. The fee often pays for itself in tax savings and audit protection.
Do Allen residents pay state income tax?
No. Texas has no state personal income tax, so Allen residents file only a federal return for individual income. However, if you own a business structured as an LLC, S-Corp, or partnership in Texas, you are likely subject to the Texas Franchise Tax (also called the margin tax), which is due by May 15 each year. We handle both your federal return and your Texas franchise tax filing.
What documents do I need to bring to my tax appointment?
For a typical Allen household, bring all W-2s and 1099s, your prior year return, mortgage interest statements (Form 1098), property tax records from Collin County, records of charitable contributions, and any business income and expense documentation. We provide a complete checklist before your appointment so nothing is missed.
Can I work with AG Freideman without driving to your Dallas office?
Yes. Most of our Allen clients work with us entirely through virtual appointments. You can upload documents securely, meet with Al over video, and have your return reviewed and filed without leaving Allen. Our office at 17304 Preston Road in Dallas is also a short drive south on US-75 for clients who prefer an in-person meeting.
Does AG Freideman handle IRS audits or back taxes for Allen residents?
We do. Al Freideman provides IRS representation at $200 per hour, covering audit defense, back tax resolution, and penalty abatement. Having a licensed CPA represent you before the IRS is significantly more effective than trying to handle notices on your own.
Get Started from Anywhere in Allen
You do not need to drive anywhere to get your taxes done right. We serve Allen clients through secure virtual appointments, so your entire filing process, from document upload to final review, happens on your schedule. If you prefer a face-to-face meeting, our Preston Road office is a quick trip down US-75 from Allen.
Book a free, no-obligation consultation to discuss your return with Al Freideman, CPA. Call us at (972) 893-3481 or schedule directly at agfreideman.com/meeting/. We will review your situation, give you a clear price, and take care of the rest.
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.