Tax Preparation in Richardson, TX
Richardson is home to one of the most complex income profiles in the Dallas-Fort Worth area. The Telecom Corridor alone hosts over 1,000 technology employers, and major companies like Raytheon/RTX, Amazon, Fossil Group, AT&T, and the University of Texas at Dallas create a workforce that deals with stock compensation, restricted stock units (RSUs), multiple W-2s, and self-employment income. With a median household income around $98,000, Richardson households often face returns that are too complicated for off-the-shelf tax software to handle correctly.
Our Services
Our Tax Preparation Services for Richardson Clients
Every engagement starts with a one-on-one conversation so we understand your full financial picture. Here is what Richardson clients receive when they work with us:
- Individual return preparation (Form 1040) covering wages, investment income, stock compensation, RSU vesting schedules, rental property income, and retirement distributions common among Richardson’s tech and defense industry professionals.
- Itemized deduction analysis including mortgage interest, property taxes (Richardson’s homeowner base often benefits from Schedule A), charitable contributions, and medical expenses.
- Business return preparation for sole proprietors (Schedule C), S-Corps (Form 1120S with K-1 distribution), and partnerships (Form 1065), covering the many small businesses operating in and around the Telecom Corridor.
- Texas Franchise Tax and Public Information Report filing for Richardson LLCs and corporations that must report annually to the Texas Comptroller.
- IRS notice review and response so that if the IRS contacts you about a prior return, you have a licensed CPA handling the correspondence rather than trying to resolve it alone.
- Year-round access for tax questions that come up between filings, including estimated payment calculations and mid-year withholding adjustments for equity compensation.
Why Richardson Businesses and Residents Choose AG Freideman
30+ years of hands-on experience. Al Freideman has prepared returns across dozens of industries and income types. Richardson clients with RSU income, capital gains from stock sales, or K-1 distributions from partnerships get a CPA who has seen these situations thousands of times and knows where the deductions are.
Virtual appointments that fit your schedule. Many Richardson professionals work demanding hours at Raytheon, Amazon, or UT Dallas. We offer fully virtual tax preparation so you can upload documents and meet with Al from your home or office without driving anywhere. In-person meetings at our Preston Road office are also available, just a short drive from Richardson.
Transparent, published pricing. Individual returns start at $450 for a basic Form 1040 and $550 for itemized returns. Business returns for sole proprietors range from $750 to $1,200, and S-Corp or partnership returns range from $1,000 to $2,000. We quote your price before we begin, and that is the price you pay. No surprises.
52 five-star Google reviews with zero negative reviews. Every single client review we have received is five stars. Richardson clients trust us because we deliver personal attention and accurate results, year after year.
Tax Preparation Questions from Richardson Clients
How much does tax preparation cost in Richardson?
At AG Freideman, a basic individual return (Form 1040 with no itemized deductions) costs $450 to $600. Itemized returns with Schedule A and additional credits run $550 to $650. For Richardson business owners, Schedule C returns cost $750 to $1,200 and S-Corp or partnership returns range from $1,000 to $2,000. We publish our pricing so you know the cost before you commit.
When should I hire a CPA instead of using tax software?
If your return involves stock compensation, RSUs, multiple income sources, rental properties, or business income, a licensed CPA will almost always find deductions and correct reporting methods that software misses. Many Richardson professionals at companies like Raytheon/RTX and Fossil Group receive equity compensation that requires careful handling of cost basis, vesting schedules, and AMT calculations. Software does not ask the right follow-up questions. A CPA with 30 years of experience does.
Do Richardson residents pay state income tax?
No. Texas has no state personal income tax, so Richardson residents file only a federal return. However, Texas does impose a Franchise Tax (sometimes called the margin tax) on businesses, including LLCs, corporations, and partnerships. That return is due May 15 each year and is filed with the Texas Comptroller. We handle both federal and Texas Franchise Tax filings for our Richardson business clients.
What documents do I need to bring to my tax appointment?
For individual returns, bring all W-2s, 1099s (including 1099-B for stock sales and RSU transactions), mortgage interest statements (Form 1098), property tax receipts, records of charitable donations, and a copy of last year’s return. For business returns, bring a profit and loss statement, balance sheet, bank and credit card statements, and records of any major asset purchases. We provide a detailed checklist after you book your free consultation.
Can I work with you remotely from Richardson?
Absolutely. Most of our Richardson clients work with us entirely through virtual meetings and secure document uploads. You get the same personal attention from Al Freideman whether you meet in person at our Preston Road office or connect from your home in Richardson. The process, the quality, and the pricing are identical either way.
Do I need to file a Texas Franchise Tax return for my Richardson business?
Most Texas entities, including LLCs, corporations, and partnerships, must file a Franchise Tax Report and Public Information Report with the Texas Comptroller by May 15 each year. Even if your business owes no tax (entities with total revenue under the no-tax-due threshold), you are still required to file. We prepare and file Richardson business Franchise Tax returns for $250 to $500, depending on complexity.
Get Started from Anywhere in Richardson
Getting your taxes done right starts with a simple conversation. Book a free, no-obligation consultation at agfreideman.com/meeting/ or call us directly at (972) 893-3481. We will review your situation, explain exactly what your return will cost, and handle the entire process so you can focus on your work and your life in Richardson. Al Freideman has spent over 30 years helping North Texas professionals and business owners file accurate returns and keep more of what they earn. Let us do the same for you.
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.