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Lewisville
Our goal as a team would be to work together to meet your financial goals. As a skilled carpenter takes pride in the quality of his tools, so do I. You can feel confident filing through Intuit's Professional Tax software. From the convenience of your home, let's discuss your tax initiatives. Meetings are scheduled via Bluejeans or over the phone. We can also assist you with:
Lewisville
Tax Returns - Individual Tax Planning FBAT and FATCA Compliance ITIN Preperation IRS Representation Notice Handling IRS Amnesty 1031 Exchange Business Entity Formation Payroll Processing Tax Returns - Business Book Keeping Personal Financial Planning Life Insurance Retirement Planning (IRA, Simple IRA, SEP IRA) 401K Roll Over Will and Trust Planning
Lewisville
We are a responsible company with extensive experience dealing with the IRS and State revenue agencies. We use this experience to solve complicated tax issues within the limits of Tax Laws. We Perform bookkeeping, Sales Tax, Payroll and other services for small and medium businesses. We also do complicated individual Tax Preparation and Tax Resolution, for domestic and international clients.
Lewisville
I love my clients! No matter the size, you will get my assistance! I offer payroll, tax (business, non-profits & personal) and bookkeeping services! I office out of my home, which allows me to keep my fees lower and while I have staff that help me, I am your contact! Everything is reviewed by me for anything that they do. So give me a call (or email!) and lets see if I can help you, no matter your circumstances!
Find a tax accountant in Lewisville today. We have local CPAs and enrolled agents serving Castle Hills and Valley Ridge.
Finding the right tax help depends on your situation. Here's what different professionals can handle:
For most individuals, a tax preparer can file your W-2, handle standard deductions, and claim common credits.
Small business owners and freelancers in Lewisville need someone who understands Schedule C and business deductions.
Rental properties, stock sales, or K-1 income require specialized knowledge. CPAs in Lewisville have the training to handle intricate returns.
Certified Public Accountants (CPAs) pass a demanding exam and can handle accounting, planning, and audits. Enrolled agents (EAs) specialize specifically in tax law. Tax preparers are ideal for straightforward, efficient filings.
Here’s what to expect based on the latest Bark data and regional averages:
Check their credentials
Verify that your accountant has an active PTIN and current license.
Ask about their experience
Find out if they regularly handle situations like yours in Lewisville.
Understand their fees upfront
Get a clear quote before work begins.
You started a business or side hustle
A professional in Lewisville can set you up correctly for quarterly estimated taxes.
You bought or sold real estate
Get professional help to handle capital gains and depreciation properly.
You received an IRS notice
CPAs and enrolled agents in Lewisville can resolve issues before they become bigger problems.
Before meeting with your accountant in Lewisville, gather these documents:
Find general accountants in Lewisville
Get help with financial reporting and business advice from local experts.
Find bookkeepers in Lewisville
Keep your business finances organized year-round with local support.
Find payroll services in Lewisville
Manage your team efficiently with professional payroll and withholding support.
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Denton
Succentrix Business Advisors (Succentrix) provides professional tax preparation services and cloud based bookkeeping services to individuals, small, and medium size businesses as well as individual contractors, and entrepreneurs. Utilizing QuickBooks Online accounting software for our bookkeeping clients and Drake (the #1 tax software) for personal and business tax returns. Quickbooks Online allows clients to view financial position at any time from any where, in real time. Monthly, or as often as requested, we can prepare all financial statements (balance sheet, income statement and cash flow analysis). Additionally we can prepare monthly Texas sales tax reports and annual Texas Franchise Tax reports. With Succentrix Business Advisors you receive professional services at affordable pricing. Succentrix also partners with payroll service firms that are geared toward small business owners. Our major partners are SurePayroll and Gusto, this allows our clients to choose what best fit their needs. In business, as in life, all roads lead to taxes. Here is where Succentrix provide the greatest benefit to our clients. Succentrix utilizes Drake, the country's leading tax software vendor. Our financial accounting and payroll services all integrate with the Drake tax software. But, we're not just income tax preparers. We also do tax planning and reviews as well as prepare your monthly sales tax return and Texas franchise tax report. Bookkeeping, payroll and tax planning & preparation, all provided in one location. Just wait until you try some of our other features, such as, automatic invoice capture (never file paper again), automatic bank reconciliation, automated custom report, and more.
What I like most about my job is the relationships established with my clients. These relationships generally last for years. They are built on trust and transparency. In some instances my job becomes the basis for developing new friendships.
I am a small business entrepreneur by nature and I love working with numbers, spreadsheets, tables, etc. Not a nerd, this just happens to be my niche. I purchased a franchise because it affords me the ability to offer an exceptional level of support and advice to my clients. Recently my wife and I adopted four lovely kids and starting my own business allows me to work independently while meeting the needs of clients and family.
I am not your average, run of the mill bookkeeper. When you chose Succentrix Business Advisors, Charles Smith, Franchise Operator, you will work with someone with over 35 years of professional accounting and tax experience. A fellow small business owner, faithful business collaborator, family man and youth sports advocate.
