214 S. Main St. Suite 218 Duncanville TX 75116
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    • Home
    • Become a Tax Pro
    • MY TAX PREP PORTAL
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      • CA Agent Services
      • Bookkeeping
    • Appointments
    • Q & A / Testimonials
    • Contact Us
    • Events
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  • Home
  • Become a Tax Pro
  • MY TAX PREP PORTAL
  • Services
    • Services and Forms
    • CA Agent Services
    • Bookkeeping
  • Appointments
  • Q & A / Testimonials
  • Contact Us
  • Events

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Schedule your Appointment Today!

Schedule your Appointment Today!Schedule your Appointment Today!Schedule your Appointment Today!

Services

TAX PLANNING & PREPARATION

 Tax planning is an important key in arranging your financial matters to minimize your taxes and or penalties (reduction of income, increase deductions, take advantage of tax credits and or increase of withholdings). 

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CERTIFIED ACCEPTANCE AGENT (CAA)

 What is a Certified Acceptance Agent?

 A Certified Acceptance Agent is a person (or business) who is able to help individuals who do not qualify for a Social Security Number obtain an ITIN so they may still file the Form 1040 and other tax schedules. 

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PERSONAL & BUSINESS BOOKEEPING

 Our bookkeeping services thru McHenry Solutions LLC, will help you monitor your companies’ cash flow on a monthly, quarterly, and or yearly basis so that you can make the optimal financial & business decisions. 

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BUSINESS SERVICES

 Making the right decision could save you thousands in taxes. Whether you are starting a new company or are already an established business, if your CPA or tax preparer isn’t talking with you about this, its time to get a 2nd opinion. 


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NOTARY SERVICES

  

We provide virtual,  mobile and in-person Notary services to the southern sector of Dallas. We can effectively, efficiently, and expeditiously assist in handling you notary needs.


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CONSULTING SERVICES

 We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting  profitability and growth and develop solutions that are practical and  technically sound.  

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Client Forms

Download, fill out and attach our client information forms below so we can prepare for your appointment.

Tax-Prep-Checklist 2 (pdf)Download
Engament letter 2023_FILLABLE (pdf)Download

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