We Don't Just Talk Business.
We Just Do Business!
Tax filing should be organized, efficient, and clear. This page is intentionally structured so you can update wording later without changing the layout.
Tax Services
-
Personal Tax Preparation
W-2 1099 FamiliesPreparation and filing support for common individual tax situations. Bring your documents and we’ll work through a checklist-based intake.
-
Small Business Tax Support
Self-employed Expenses DFWSupport for small business and self-employed tax preparation. Call first if you have multiple entities or complex bookkeeping needs.
-
Document Review & Filing Guidance
Organized Checklist ClearNot sure what documents apply? We can review what you have and identify what’s missing before filing.
-
Appointment Options
In-office By appointment Walk-insVisit us at Choctaw Stadium during business hours or schedule an appointment for dedicated time and faster turnaround.
What to Bring to Your Tax Appointment
Basic Checklist
- Photo ID (government-issued)
- Social Security cards / ITIN documentation (as applicable)
- Prior-year tax return (helpful if available)
- Income documents (W-2, 1099, 1098, SSA-1099, etc.)
- Bank account + routing info (for direct deposit/refund)
Common Add-Ons
- Childcare, tuition, or education documents
- Mortgage interest, property tax statements
- Charitable contributions records
- Medical expense records (if applicable)
How It Works
- 1) Schedule online or call for questions.
- 2) Intake using a document checklist.
- 3) Preparation and review of your return details.
- 4) File (as applicable) and confirm next steps.
Note: Tax preparation is highly dependent on your documents and situation. If you have multiple businesses, rentals, or unusual filings, call first so we can route you correctly.
Tax Preparation FAQ
Do I need an appointment?
Walk-ins are accepted during posted hours, but appointments are recommended for faster service and dedicated time.
Can you help with small business taxes?
Yes. If you have multiple entities or complex records, call first so we can confirm what documents are needed.
What if I’m missing documents?
Bring what you have. We can identify missing items and help you understand next steps before filing.
Serving Arlington and the DFW Metroplex
Convenient appointments and support across DFW. Contact us to confirm availability and scheduling.
- Arlington (Headquarters)
- Dallas
- Fort Worth
- Grand Prairie
- Irving
- Grapevine
- Euless
- Bedford
- Hurst
- Keller
- Mansfield
- Plano
- Richardson
- Frisco
- McKinney
- Denton
- Mesquite
- DeSoto
- Duncanville
- Southlake
- Rockwall
Schedule Tax Preparation
Book online or call for questions about what to bring.
Need help fast? Call (972) 850-6982