Business & Individual Tax Preparation in McAllen, TX
Accurate, compliant returns for business owners, investors and families, prepared by a firm that also plans, so your return reflects a strategy instead of a scramble.
Returns prepared with care and reviewed for opportunities
Professional tax preparation should never feel confusing or rushed. We review your documents carefully, apply the deductions and credits you qualify for, and make sure your return complies with current federal rules.
Because we also handle planning and bookkeeping, we prepare returns with the full picture: entity elections, depreciation schedules, carryforwards and estimated payments all line up.
Business and individual tax preparation
S corporations (1120-S)
Including shareholder basis tracking and reasonable-compensation review.
Partnerships & LLCs (1065)
K-1s, capital accounts and real estate partnerships.
C corporations (1120)
Corporate returns for operating companies and holding entities.
Individuals (1040)
Owners, investors, rental property and self-employment income.
Multi-state filings
Returns for businesses operating or earning income in several states.
Prior-year & amended returns
Catching up unfiled years or correcting past returns.
Why business owners choose us for tax preparation
- Careful review of every document and prior-year carryforward
- Eligible deductions and credits applied, with documentation to support them
- Compliance with current IRS rules and filing deadlines
- Secure, organized process with a clear document checklist
- Year-round access to the team that prepared your return
What to bring
W-2s and 1099s, K-1s, prior-year returns, business profit-and-loss and balance sheet, asset purchase and sale records, mortgage and property tax statements, charitable receipts and estimated tax payments. We send a full checklist when you engage us.
Frequently asked questions
What documents do I need for tax preparation?
Do you prepare returns for S-Corps and partnerships?
Can you help with unfiled or prior-year returns?
How much does tax preparation cost?
How tax preparation works with our McAllen team
Engagement and checklist
After a short consultation we confirm the returns you need, quote the fee and send a document checklist tailored to your entities.
Secure document collection
You upload statements, K-1s and records through a secure portal. We never ask for sensitive data by email or web form.
Preparation and review
We prepare each return, reconcile it to your books and prior-year carryforwards, and flag planning opportunities for next year.
Sign and file
We walk you through the results, answer questions and e-file once you approve. Extensions are filed when they serve you better.
Deadlines we track for you
Partnership and S corporation returns are generally due on the 15th day of the third month after year-end, and individual and C corporation returns on the 15th day of the fourth month. The IRS publishes current dates on its filing information page.
Texas franchise tax
Texas has no personal income tax, but many entities owe or must report the Texas franchise tax. We coordinate your federal tax preparation with your Texas franchise tax report so the numbers match.
Ready to file the right way?
Book a consultation and we will outline what your return requires and what it will cost.