Tax Preparation Services in Lubbock, TX

It comes down to how much work the return takes. A W-2 and a standard deduction is quick. Add a Schedule C, rental property, K-1s from a partnership, crop or oil and gas income, or a couple of years of unfiled returns, and the time goes up. Texas has no personal income tax, which keeps most individual filings federal only. Ask any preparer up front what's included and what records they'll need so there are no surprises on the bill.

Bring a photo ID, last year's return, all your W-2s and 1099s, bank and brokerage statements, receipts for deductible expenses, dependent information, and records of any estimated payments. Note big life changes too: a marriage, a new baby, a home sale. Business owners should add a profit and loss statement, payroll reports and their entity paperwork. Organized records mean fewer follow up calls and a faster return.

Yes, and you're not the only one. We start by pulling your IRS wage and income transcripts so we know what the IRS already has on file, then figure out which years you actually need to file and gather what's missing. Late returns change penalties, balances and which IRS resolution options are open to you, so we plan the filings together rather than one at a time.

Yes. Enrolled Agents are licensed by the Treasury Department and can represent taxpayers before the IRS on any tax matter, in every state. Our founder can sign on as your representative with Form 2848 and handle audits, collection notices, payment plans, penalty requests and appeals for you, so you don't have to take those IRS calls yourself.

Read it carefully and note the tax year, the items being questioned and the deadline. Then call us before you reply. Sending a pile of unsorted paperwork, or the wrong paperwork, can widen the audit. We'll organize your support, deal with the examiner directly and, if we disagree with the result, take it to IRS Appeals.

Yes. We prepare returns for established small and midsize businesses, including government contractors and companies with foreign activity. A good business return depends on clean books, so we'll review your entity type, income and expense records and payroll before we start. For contractors, we can also set up DCAA ready accounting, and for owners who want more than a once a year filing, we offer fractional CFO support.

Often, yes. First Time Abate relief is available if your recent record is clean, and reasonable cause relief can apply when something outside your control, like a serious illness or a disaster, caused the late filing or payment. Each option has specific IRS criteria, and the request needs to address them with documentation. We'll tell you honestly which, if any, fits.

First, confirm the total owed, the years involved and whether each year's return is filed. Then check whether collection has started. From there the options are paying in full, an installment agreement, penalty relief, Currently Not Collectible status if you're facing hardship, or an Offer in Compromise if the numbers support it. Our Enrolled Agent handles the resolution work and the IRS contact from start to finish.