Tax Preparation in Southlake, TX

Stress-free tax preparation for individuals and small businesses around Southlake. I’ll help you file accurately, claim every deduction you’re owed, and plan so next year’s return isn’t a scramble.

Expert Tax Preparation in Southlake.

As a tax preparer and former JAG officer, I bring close attention to detail to every return I prepare.

I work with individuals, families, and small business owners across Southlake, and my goal is simple: make tax season feel a lot less stressful. Being local to the area, I genuinely enjoy helping the families and businesses that make this community a great place to live and work.

U.S. Veteran with a background in law

Accurate, thorough tax preparation for individuals and businesses

Licensed Tax Attorney

Best customer service in the industry

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Phone Number: (817)-697-0282

Tax Preparation Services I Offer

I handle a wide range of tax preparation needs for individuals, families, and small businesses throughout Southlake.

Individual Tax Returns

-Federal and state Form 1040 preparation

-Schedule A itemized deductions

-Investment income and capital gains (Schedule D)

-Rental property income (Schedule E)

-Self-employment income (Schedule C)

-Multi-state returns for clients living or working across state lines

Business Tax Returns

-Sole proprietor (Schedule C)

-LLC and partnership returns (Form 1065)

-S-Corporation returns (Form 1120-S)

-C-Corporation returns (Form 1120)

-K-1 preparation and distribution

-Business deduction identification and documentation

Specialty/Complex Returns

-Real estate investor returns (depreciation, 1031 exchanges)

-Multi-entity returns for business owners

-Trust and estate returns (Form 1041)

-Prior-year returns and IRS catch-up filings

-Amended returns to correct prior filings

-Returns with significant K-1s or pass-through income

Year-Round Tax Support

-Quarterly estimated tax calculations

-IRS notice and letter response

-Audit support and representation

-Tax projection meetings before year-end

-Coordination with bookkeeping for seamless filing

-Available year-round, not just January–April

Who this is for

Clients I Serve

If you live in Southlake or own a business here, I’ll work with you to file accurately and take the stress out of tax season.

Bonnie Huggins, owner of Books By Bonnie, sitting at desk working on tax preparation

Individuals & Families

Service-Based Small Businesses

Real Estate Investors & Agents

Law Firms

Construction Businesses

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Problems My Clients Face Before Working With Me

Most people don’t reach out for tax help when everything’s running smoothly. They reach out when their returns feel off. Here are the most common challenges I help solve.

Which of these sounds familiar?

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How Does It Work?

Next Steps

If you’re based in Southlake and want to learn more, here is a step-by-step process of what happens next.

1. Initial Consultation

Schedule a call with me or send an email. We'll discuss your tax preparation needs, what kind of business in Colleyville you run, and how I can help.

2. Document Gathering & Review

I provide a clear checklist of what to send (W-2s, 1099s, business income, deductions, prior returns, and anything else relevant to your situation). Then, I'll review everything carefully, flag missing items early, and ask questions before we file rather than after.

3. Preparation & Filing

I prepare your federal and state returns with a thorough review of every available deduction and credit. Before filing, we go through the return together so you understand exactly what's on it, what you owe or are refunded, and why.

4. Year-Round Availability

Tax prep doesn't end on April 15. I'm available throughout the year for IRS notices, estimated tax questions, life-event tax planning (marriage, home purchase, business changes), and to start tax projections before year-end so next April isn't a surprise.

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Frequently Asked Questions

Some frequently asked questions about my Southlake tax preparation services.

What documents do I need to bring to my tax appointment?

I provide every client with a clear, customized document checklist before we meet. Typical items include W-2s, 1099s, last year's return, business income and expense records, mortgage interest statements, charitable donation receipts, and any documents related to major life events like a home purchase, marriage, or new business. For business owners, we'll also need profit and loss statements and bank records.

Can you file my taxes if I haven't filed in several years?

Yes — catching up on unfiled returns is one of my most common engagements. The longer you wait, the more interest and penalties accumulate, but the IRS generally rewards voluntary compliance with more flexible payment options than it would offer if it came after you first. I handle prior-year filings, communicate with the IRS on your behalf when needed, and help you get back into good standing.

Do you handle both business and personal returns?

Yes. Most of my business clients file business and personal returns together because the two are interconnected. Working with one CPA who handles both also means nothing slips through the cracks.

Can you help if I get a letter from the IRS?

Yes — IRS correspondence is part of my work. Most notices are routine and resolvable with a clear response, but they're easy to mishandle if you don't know what the IRS is asking for or how to respond. I review notices, respond directly when needed, and represent clients through audits when they happen. Don't ignore IRS letters; bring them to me as soon as you receive them.

When should I start working with a tax preparer?

Sooner than April. Ideally, you have a CPA in your corner before December 31 so we can make tax-saving decisions before the year closes, such as retirement contributions, equipment purchases, charitable giving timing, and estimated tax payments. Once January arrives, we're filing what already happened.