Small Business Tax & Accounting Services in Dallas, TX - CPA Services
Professional CPA services for small businesses across Dallas. We help financial services firms, energy companies, tech startups, and local businesses stay compliant, reduce taxes
Get Your Free Tax Consultation
Why Choose a CPA Over TurboTax, H&R Block, or TaxAct?
If you’re earning $75K+ in Dallas, DIY software likely costs you money. Here’s why tech employees, business owners, and high earners choose CPAs over TurboTax.
The Real Cost of DIY Tax Software
See what TurboTax can’t do for Dallas complex Business Tax situation
$2,400
Average additional savings vs. TurboTax
87%
Of clients save more than our fees
350+
Tech employees served in 2024
Expert Accuracy That Saves Money
CPAs identify deductions and credits software misses. Real example: TurboTax overlooked a $5,600 business expense deduction for a Dallas financial consulting firm
Year-Round Strategic Tax Planning
Software only helps at filing time. We provide quarterly planning sessions to optimize owner compensation, payroll, distributions, and business purchases for maximum tax savings.
IRS Audit Protection & Representation
Only CPAs can represent your business directly before the IRS. TurboTax "audit support" is limited to phone advice—we provide full representation included.
Franchise Tax - Texas Comptroller of Public Accounts
Dallas business owners need specialized knowledge of TX franchise tax, sales tax nexus, and multi-state tax strategies. DIY software can't guide you through complex Texas business tax situations for energy and financial services companies.
Proven ROI for High Earners
Dallas clients earning $100K+ in business income save 3–5x our fee through strategic tax planning. One energy consulting firm saved $14,700 in self-employment taxes by implementing our S-Corp compensation strategy.
S-Corp Tax & Payroll Strategy Specialists
We help small business owners structure S-Corps, set up payroll correctly, and optimize owner distributions. A Dallas financial advisory practice saved $13,200 their first year after switching from LLC taxation to an S-Corp with our guidance.
Get your free Dallas CPA consultation—we’ll review last year’s return and show you exactly what TurboTax missed.
Complete Tax & Accounting Services in Dallas, TX
Individual Tax Preparation
Professional personal tax returns for Dallas residents. Expert handling of W-2s, 1099s, deductions, and credits to maximize your refund.
Partnership Tax Preparation
Complete Form 1065 preparation and K-1 distribution for partnerships in Dallas. We handle complex partnership allocations and distributions.
S Corp Tax Preparation
Expert Form 1120S preparation for Dallas S-Corporations. Optimize shareholder distributions and minimize self-employment taxes.
Corporation Tax Preparation
Professional Form 1120 preparation for C-Corporations in Dallas . Strategic tax planning to minimize corporate tax liability.
Small Business Tax Preparation
Comprehensive tax services for Dallas small businesses, LLCs, sole proprietorships, and startups with personalized attention.
Tax Planning and Consultation
Strategic year-round tax planning for Dallas businesses and individuals. Minimize tax liability and optimize financial strategies.
Bookkeeping Services
Professional monthly bookkeeping for Dallas businesses. QuickBooks setup, transaction categorization, and financial statement preparation.
Catch Up Bookkeeping Services
Get your books back on track with our cleanup services. We organize months or years of financial records for Dallas businesses.
Franchise Tax - Texas Comptroller of Public Accounts
Expert Texas Franchise tax preparation and annual filing. Specialized knowledge of TX tax calculations and exemptions.
Real Estate Taxes
Comprehensive real estate tax services for Dallas property owners. Handle rental income, depreciation, 1031 exchanges, and property sales.
ITIN Services
We are an IRS approved Certified Acceptance Agent (CAA) for ITIN applications and renewals. Professional ITIN services for Dallas residents who need to file US tax returns but don't qualify for SSN.
Opening Company in USA
Complete US business formation services including LLC, Corporation, and S-Corp setup. EIN application, state registration, and initial compliance setup for entrepreneurs and business owners.
Contact OptimizeTax DallasOffice
Professional tax services serving the greater Dallas area
Get In Touch
Call or Text:
(253) 269-4332
Email:
info@optimizetax.io
Response Time:
Same-day response guaranteed
Monday - Friday: 8:00 AM - 8:00 PM
Weekend: Emergency support available
How We Serve You
Virtual Consultations
Zoom, Teams, or phone meetings
Mobile Service
Meeting in and around Dallas area
Secure Document Portal
Safe online document sharing
Office Meetings
By appointment at our location
Serving Redmond & Surrounding Areas
Professional tax and accounting services for individuals and businesses throughout the greater Seattle area.
Why Dallas Clients Choose Us
Stop Overpaying Taxes with Dallas Accounting Experts
We stay current with tax law changes while other firms play catch-up. Our accountants in Dallas tackle the toughest cases that leave you stuck elsewhere. We plan ahead so you avoid surprises. No rushed work or missed deadlines here.
Dallas CPAs That Make Taxes Less Taxing
Most businesses waste money on unnecessary taxes without knowing it. Our CPA services spot these hidden costs and fix them with legal tax strategies that put money back in your pocket. We analyze your finances, find savings you missed, and help you keep more of what you earn through proven methods.
How Our Dallas Certified Public Accountants Save You Time & Money
Remember last tax season when you spent weeks collecting documents and still worried about making mistakes? This isn't just about filing returns anymore but about building your company's financial foundation. Our CPAs become your shield against IRS penalties and audit risks. Tomorrow, you'll wonder why you ever considered doing taxes alone when professional help saves you thousands.
Why Dallas Clients Choose Us
Financial services, energy/oil & gas, technology, healthcare, and logistics accounting
Multi-state tax planning, franchise tax optimization, and stock option strategies for finance and energy sector employees
IRS Audit Protection
IRS and state audit support included with all returns
Year-Round Tax Planning
Quarterly check-ins to optimize taxes and cash flow
Local Knowledge
Dallas-specific regulations and TX franchise tax expertise
Maximum Savings
Identify all eligible deductions and credits
Same-Day Response Promise
All client questions answered within 24 hours during tax season
Dallas Tax Services – FAQ
Get answers to the most common questions about our tax services in Dallas, TX. Our certified CPAs have compiled this guide to help you make informed decisions about your tax preparation needs.
Popular
Can you help with payroll ?
Yes, we provide payroll setup, reporting, and compliance services for small businesses, including multi-state payroll for companies with operations across Texas and other states.
Do you handle B&O taxes for local businesses ?
Absolutely. We manage annual filings, margin calculations, exemptions, and strategic planning for Dallas businesses subject to Texas franchise tax.
What support is available for new businesses?
Business formation, EIN application, entity selection guidance, compliance setup, and advisory services for startups and small businesses, especially in financial services and energy sectors.
What bookkeeping services do you offer in Dallas?
Monthly bookkeeping, financial statement prep, QuickBooks setup, accounts payable/receivable management, and catch-up bookkeeping for past months or years
How do you handle S-Corp vs LLC tax election decisions?
We recommend the optimal entity type based on your income, industry structure, Texas tax advantages, and future growth goals, and handle all paperwork and compliance
What Clients Say About Our Tax Services in Dallas
Hear from employees at Microsoft, Google, Meta, Salesforce, Expedia, and local business owners who trust OptimizeTax for their tax needs.
More Locations in Washington
Professional tax and accounting services across Washington State. Click on your city for specialized local expertise.
Western Washington |
Central Washington |
Eastern Washington |
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Professional Tax and Accounting Services Built for Auburn Entrepreneurs |
Pay Less in Taxes With Richland Accounting Experts |
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Win Every Tax Battle With Olympia's CPA Specialists |
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Shoreline CPAs Turn Tax Stress Into Tax Success |
Professional Seattle CPAs Helping Local Businesses Keep More Revenue |
Growing Bellingham Businesses Choose Us for Year Round Tax Strategy |
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Your Kirkland Tax Team That Finds Every Deduction You Deserve |
Cut Your Tax Bill With Lakewood's CPA Team |
Lacey Tax Strategists Keep More Money in Your Pocket |
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We Help Bellevue Businesses Keep More of What They Earn |
Professional Bothell CPAs Who Find Every Deduction You Deserve |
South Hill CPAs Help You Save Money on Taxes |
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Kennewick Business Owners Trust Us With Their Most Complex Tax Issues |
Stop Overpaying Taxes With Redmond's Tax Planning Experts |
South Hill CPAs Help You Save Money on Taxes |
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Bremerton Entrepreneurs Choose Us for Complete Tax and Accounting Solutions |
Tacoma CPA Firm Helping Businesses Pay Less in Taxes |
Professional Tax Planning That Saves Vancouver Businesses Money |
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Pasco Tax Professionals Who Fight for Every Deduction |
Marysville CPAs Turn Tax Problems into Tax Savings |
Reliable Spokane CPAs Who Put Money Back in Your Pocket |
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Your Everett CPA Partners for Smarter Tax Planning and Accounting |
Wenatchee Tax Specialists Maximize Your Business Deductions |
Yakima CPAs Dedicated to Reducing Your Tax Burden |
Looking for tax services in another Washington city? Call (425) 555-0123 to speak with our statewide tax experts.
More Locations in Texas
Ready to Optimize Your Taxes in Dallas ?
Join hundreds of satisfied Dallas clients who trust Optimize Tax with their tax needs. Schedule your free consultation today and discover how much you could save.