How we prepare your taxes
Preparing taxes requires careful attention to records, regulatory changes, and deadlines. Our process begins with a clear review of your prior returns and the documents you provide. We organize income statements, deductions, credits, and any schedules that may apply. Throughout preparation we focus on accuracy and clarity so you understand what is being filed on your behalf.
For individuals
We support wage earners, self-employed professionals, and households with multiple income streams. Typical deliverables include:
- Verification of income (W-2, 1099 forms, investment statements)
- Review of deductible expenses (mortgage interest, medical, charitable contributions)
- Calculation of credits and eligibility (child tax credit, education credits)
- Filing federal and state returns accurately and on time
For small businesses and self-employed
Business filing can involve additional forms and bookkeeping adjustments. We prepare business returns, help reconcile expense categories to maximize allowable deductions under current tax law, and prepare necessary schedules. We also provide guidance on payroll reporting, estimated tax payments, and quarterly filings when appropriate.
What to bring to your appointment
Preparing documents before meeting speeds the process and reduces the need for follow-up. Bring:
- Photo ID and Social Security numbers for all filers
- W-2 and 1099 forms received during the year
- Records of interest, dividends, and investment sales
- Documentation for deductible expenses and charitable gifts
- Prior-year federal and state returns, if available
- If self-employed: income records, expense receipts, and mileage logs
Accuracy, filing, and audit support
Errors and omissions can trigger delays or notices from tax authorities. We verify calculations and review return details before submission. If a notice arrives after filing, we will assist in interpreting the notice and advising next steps. Our role is to help you respond and, when needed, represent you in communications with taxing authorities.
Fees and engagement
Fees vary depending on the complexity of the return and the time required to assemble documents. We provide a clear estimate before work begins. Common factors that affect cost include the number of schedules, business activity, investments, rental properties, and previously unresolved tax matters.
Security and confidentiality
Protecting your financial information is a priority. We maintain secure storage of paper documents and use industry-standard practices for handling digital files. Personal data is shared only as required for filing and regulatory purposes.
Why local matters — service in McKinney
Working with a practitioner based in McKinney provides practical advantages: quick access to in-person meetings, familiarity with local business climates, and awareness of state-specific tax items. Local clients benefit from direct, consistent communication and focused scheduling during peak seasons.
Next steps
To move forward, gather the documents listed above and reach out to schedule an appointment. If you prefer to handle an initial questionnaire online, we will provide a checklist to make the intake straightforward and efficient.
Useful reference
For details on services and to book an appointment, see our main service page at Tax Preparation Services in McKinney, TX.
If you would like to view the company homepage it is: https://accutaxprollc.com/