CPA Services in Plano, TX
Plano’s explosive growth has created a thriving community of professionals and business owners who need reliable accounting and tax services they can trust. With major employers like Toyota headquarters, JPMorgan Chase, and Liberty Mutual calling Plano home, residents here understand the value of working with experienced professionals. Whether you’re a tech employee at Ericsson, a healthcare professional, or running your own business in the Legacy West corridor, managing your finances properly isn’t just important—it’s essential for building wealth in one of Texas’s most prosperous cities.
Our Services
Accounting & Tax Services for Plano Residents and Businesses
We offer comprehensive accounting and tax services designed specifically for Plano’s diverse professional community:
- Income Tax Preparation: From W-2s to complex corporate returns, we handle tax preparation for individuals and businesses throughout Plano. With so many residents working for major corporations with stock option plans and bonuses, we’re experienced in navigating complicated compensation packages.
- Monthly Bookkeeping Services: Growing businesses in Plano need accurate financial records to make smart decisions. Our monthly bookkeeping keeps your books current and gives you the financial clarity to scale your business confidently.
- Monthly Payroll Services: Managing payroll for your Plano business doesn’t have to be complicated. We handle everything from calculating wages to filing quarterly reports, so you can focus on running your business instead of wrestling with payroll taxes.
- Outsourced CFO Services: Many successful Plano businesses reach a point where they need CFO-level financial guidance but aren’t ready to hire full-time. Our outsourced CFO services provide strategic financial planning and analysis to help your business make informed decisions about growth and profitability.
Serving Plano’s Business Community
Plano’s business landscape is incredibly diverse, and we work with companies across virtually every industry. We serve healthcare professionals working at Texas Health Presbyterian Plano, technology companies in the Legacy West area, and consultants serving the corporate corridor along the Dallas North Tollway. Many of our Plano clients are small business owners who started their companies after gaining experience at larger corporations like Toyota or JPMorgan Chase, and they appreciate working with a CPA who understands both corporate and entrepreneurial environments.
We also work extensively with service-based businesses throughout Plano—from marketing agencies and consulting firms to medical practices and law offices. The rapid growth around the Texas A&M campus has created opportunities for businesses serving both students and the expanding residential community. Whether you’re a established business owner in West Plano or just starting out near the Legacy area, we provide the accounting expertise you need to manage growth and stay compliant with tax regulations.
Why Plano Business Owners Choose AG Freideman
- Three Decades of Experience: Al Freideman has been serving the DFW area for over 30 years, giving our Plano clients confidence that their accounting and tax needs are in experienced hands.
- Virtual Capabilities: While our Preston Road location is convenient for many Plano residents, we also work seamlessly with clients virtually. Upload documents securely, meet via video conference, and get the same personalized service without leaving your home or office.
- Transparent, Fair Pricing: No surprises, no hidden fees. We provide clear pricing upfront so Plano business owners and individuals know exactly what to expect.
- Proven Track Record: Our 52 five-star reviews reflect our commitment to providing exceptional service to clients throughout the DFW area, including many satisfied customers in Plano.
Frequently Asked Questions — CPA Services in Plano
Frequently Asked Questions — CPA Services in Plano
Do I need a local CPA in Plano?
While you don’t necessarily need a CPA physically located in Plano, working with someone familiar with Texas tax laws and the DFW business environment is valuable. Our Preston Road location serves Plano clients, and we understand the unique financial situations common among Plano professionals and business owners.
How much does a CPA cost in Plano?
CPA fees in the Plano area vary based on complexity and services needed. For individual tax returns, expect to pay anywhere from $200 to $800 depending on your situation. Business services are typically priced monthly based on transaction volume and complexity. We provide upfront pricing so there are no surprises.
Can I work with you virtually if I live in Plano?
Absolutely. Many of our Plano clients prefer the convenience of virtual meetings and document sharing. We use secure, encrypted systems to protect your financial information, and virtual meetings often work better for busy professionals working at companies like Toyota or JPMorgan Chase.
What makes AG Freideman different from other CPAs serving Plano?
We focus on clear communication and building long-term relationships. Instead of using complex jargon or scare tactics, we explain your financial situation in everyday language. With three decades of experience in the DFW area, we understand the local business environment and tax considerations that affect Plano residents.
Do you help with tax planning or just tax preparation?
Both. While we prepare hundreds of tax returns for Plano residents each year, we also provide year-round tax planning advice. This is especially important for high-income professionals and business owners who need to make strategic decisions about retirement contributions, business expenses, and investment timing.
Ready to Work with a Plano CPA?
Managing your finances shouldn’t be stressful, and working with the right CPA makes all the difference. Whether you need help with tax preparation, business bookkeeping, or strategic financial planning, we’re here to help Plano residents and business owners navigate their financial responsibilities with confidence. Schedule a no-obligation consultation to discuss your specific needs—we offer both in-person meetings at our Preston Road office and virtual consultations for your convenience. Visit our scheduling page to book a time that works for you, or give us a call to learn more about how we can help simplify your accounting and tax requirements.
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"Al and team have been preparing my tax returns for the past 2 years and I cant praise them enough. Efficient, thorough and communicative."
Ready to Get Started?
Book your free consultation with Al Freideman, CPA. 30+ years experience serving Dallas-Fort Worth.