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Tax Preparation · Dallas–Fort Worth

Tax Preparation Services in Dallas-Fort Worth

Professional tax preparation for individuals and businesses throughout DFW. From simple W-2 returns to complex multi-state filings, we walk you through your return before it’s filed.

The difference

How we approach the work.

Tax preparation isn't just about filling out forms—it's about ensuring you pay exactly what you owe, not a penny more. Many taxpayers overpay simply because they miss deductions or don't understand the latest tax law changes.

At LeCPA, we combine deep tax expertise with a personalized approach. Whether you're a W-2 employee with a side hustle, a business owner with complex entity structures, or a real estate investor with multiple properties, we prepare your return with precision and strategic insight.

Our DFW-based team stays current on federal and Texas-specific tax regulations, ensuring your return is compliant and optimized. We don't just file—we advise.

How it works

Five steps, start to finish.

  1. Document Collection

    We provide a secure portal and personalized checklist to gather your W-2s, 1099s, receipts, and prior returns.
  2. Initial Review

    Your CPA reviews your documents, identifies potential issues, and notes optimization opportunities.
  3. Preparation & Analysis

    We prepare your return using professional software, running multiple scenarios to minimize your tax liability.
  4. Review Meeting

    We walk you through your return, explain key items, and answer any questions before filing.
  5. E-File & Follow-up

    We electronically file your return and monitor for IRS acceptance. You receive copies for your records.

Who it’s for

Who this fits.

  • W-2 Employees: From simple returns to those with investments, rental income, or stock compensation.
  • Self-Employed & Freelancers: Schedule C filers, 1099 contractors, gig workers, and consultants.
  • Small Business Owners: Sole proprietors, LLCs, S-Corps, and partnerships needing business and personal returns.
  • Real Estate Investors: Landlords, flippers, and Airbnb hosts with complex depreciation and passive activity rules.
  • Multi-State Filers: Remote workers, traveling professionals, and those with income from multiple states.
  • Investors & Traders: Stock, crypto, and options traders needing accurate cost basis and wash sale tracking.

Pricing

Pricing explained before work begins.

Every engagement is scoped on the discovery call, then priced in writing before anything starts. What sets the scope:

  • Number of income sources (W-2s, 1099s, K-1s)
  • Investment complexity (stocks, crypto, options)
  • Rental properties and depreciation schedules
  • Multi-state filing requirements
  • Business entity type and complexity

Already a client? A one-hour Tax Strategy session is $275, invoiced separately after booking. Book it here.

Questions

Common questions.

What documents do I need to provide?

At minimum: all W-2s, 1099 forms, last year's return, and Social Security numbers for everyone on the return. We'll send you a detailed checklist based on your situation—it covers everything from mortgage statements to charitable donations.

How long does tax preparation take?

It depends on the return and on when your documents are complete. Business returns, rental properties and multi-state filings take longer than a simple individual return. You get a timeline when the work is scoped.

Do you handle amended returns?

Yes. If you discover missed income, forgotten deductions, or errors on a prior return, we can file Form 1040-X to correct it. To claim a refund, you generally have 3 years from the date you filed the original return or 2 years from the date you paid the tax, whichever is later.

What if I haven't filed in several years?

We help clients catch up on unfiled returns regularly. The IRS typically requires the last 6 years to be filed. We can obtain wage transcripts from the IRS if you've lost documents, and can request penalty abatement where it applies.

Can you help with state returns outside Texas?

Yes. If you have income from multiple states, we handle proper allocation and credits to prevent double taxation.

From a client.

Reviews on Google

Krystal and her team were very understanding, thorough, knowledgeable, patient, and helpful. We had several changes and complications in our taxes and she took the time to sit with us and make sure everything was handled properly.
Kat DurantGoogle review · 5 stars

Talk it through with Krystal.

Fifteen minutes on what you need and whether LeCPA fits. Krystal calls you.