Expert Tax Preparation Services in Dallas, TX – AG Freideman CPA

Individual tax return preparation typically ranges from $200 for straightforward W-2 returns to $600 for complex returns with multiple income sources, rental properties, or significant itemized deductions. Business returns start at $400 for simple single-member LLCs and increase based on complexity. We provide upfront pricing after reviewing your tax situation, with no surprise fees.

Begin collecting tax documents in mid-January, as most forms arrive by January 31st. However, some investment statements and K-1 forms from partnerships may not arrive until mid-March. We recommend scheduling your appointment in February or early March to allow time for any late-arriving documents while still filing well before the April deadline.

Yes, we regularly help Dallas-area clients get back into compliance with unfiled tax returns. The IRS typically requires the most recent six years of returns, and we can often eliminate or significantly reduce penalties through proper preparation and voluntary disclosure procedures. The sooner you address unfiled returns, the more options we have to minimize your total liability.

Common overlooked deductions include home office expenses for remote workers, unreimbursed employee expenses from 2017 and earlier years being amended, charitable contributions including non-cash donations, and Texas sales tax deductions for major purchases like vehicles. Many clients also miss educator expenses, professional licensing fees, and investment-related costs that can add up to significant savings.

Tax software works well for simple situations with only W-2 income and standard deductions. However, if you own a business, have rental property, experienced major life changes, live in multiple states, or want strategic tax planning beyond just preparing returns, a CPA’s expertise typically saves more money than it costs. We often find deductions and planning opportunities that software misses.

While Texas residents don’t pay state income tax, this affects your federal return’s itemized deductions. You can deduct either state income taxes or sales taxes paid, and for Texas residents, sales tax is usually the better choice. We calculate both options and use whichever provides greater federal tax savings, often resulting in higher deductions for Dallas-area clients who make major purchases.

We provide full audit support for returns we prepare. This includes reviewing IRS correspondence, gathering supporting documentation, and representing you throughout the audit process. Most audits resolve quickly with proper documentation and professional representation. We maintain detailed records of our preparation process and stand behind our work with comprehensive audit assistance.