Dallas is home to a wide range of tax and financial services that cater to both individuals and businesses. Perfect Bookkeepers take the stress out of your business finances with expert Tax and Financial Services in Dallas, including tax preparation, financial planning, investment advice, bookkeeping, accounting, payroll, and taxation. Backed by over 20 years of experience, we ensure full compliance with U.S. regulations while helping you stay organized and maximize your tax refunds. Avoid penalties and gain peace of mind.
Our Trusted Tax and Financial Services Include
Monthly Bookkeeping Packages
Includes Online Bookkeeping, Sales Tax (e.g., Sales Tax Filing in various provinces), Corporate/Business Tax, and Financial Statements.
Personal Tax Returns (Form 1040)
T1 Equivalent (1040) tax returns for individuals, including self-employed individuals and partnerships. We also handle other returns such as Schedule C for businesses.
Self-Employed Business Tax Returns (Schedule C)
For freelancers, consultants, and independent contractors, we assist with Schedule C filings and ensure maximum deductions are applied.
Corporate Tax Returns (Form 1120)
We handle tax filings for corporations, including S-Corps (Form 1120S) and LLCs. Our services ensure compliance with both state and federal regulations.
Sales Tax, and Other State-Specific Tax Filings
Filing of state-specific sales tax returns and any relevant local tax filings required based on your business operations.
Payroll Processing and Tax Filing
Payroll services including Year-End Tax Slips Filing (Form W-2, Form 1099) and other IRS submissions for employee compensation.
Tax Planning and Minimization
Strategic tax planning services to help businesses and individuals minimize their tax liabilities and plan for future financial goals.
Bank and Credit Card Accounts Reconciliation
Regular reconciliation of business accounts and credit card statements to ensure accuracy in your financial records.
Business Startup Tax Planning and Entity Setup
Services for new businesses in selecting the best entity structure (LLC, S-Corp, etc.), and providing guidance on tax obligations right from the start.
QuickBooks and Accounting Software Setup
We provide QuickBooks and other accounting software setup and training to streamline your business’s financial processes.
Budgeting and Forecasting
We assist businesses with budgeting and financial forecasting to optimize cash flow and prepare for growth.
Audit Facilitation
Assistance during IRS audits, ensuring all documents and financial records are in order, and mitigating any issues that may arise.
Financial Statements and Trial Balance Preparation
Preparation of accurate financial statements and trial balances to ensure compliance with U.S. accounting standards (GAAP or other applicable).
Who Can Benefit from Our Tax and Financial Services in Dallas, Tx
Individual Taxpayers
Includes general taxpayers, students, seniors, new immigrants to the U.S., teachers, professors, and others.
Healthcare Professionals
Doctors, dentists, optometrists, chiropractors, veterinarians, physiotherapists, pharmacists, and other healthcare providers in the U.S. can rely on our tax filing and financial services.
Legal Service Professionals
Lawyers, paralegals, immigration consultants, and other legal professionals benefit from our tax services, ensuring compliance with U.S. tax laws and optimal deductions.
Small Business Owners
Owners of restaurants, auto dealerships, retail stores, technology developers, and other small businesses across the U.S. benefit from our accounting, payroll, and tax filing services.
Self-Employed Individuals and Sales Agents
Real estate agents, mortgage agents, insurance agents, and other self-employed professionals can streamline their tax filings and minimize liabilities with our expertise.
IT Professionals and Consultants
Engineers, architects, geologists, IT consultants, and other service providers can benefit from tailored financial management services.
Construction Contractors
General contractors, electrical contractors, plumbing, HVAC, drywall, roofing specialists, and other construction professionals get help with payroll processing, tax filings, and more.
Real Estate Investors and Business Owners
Real estate investors and business owners benefit from specific tax planning and entity structuring services.
Other Service Professionals
Taxi, Uber, Lyft, limousine, truck drivers, barbers, beauticians, and other service professionals receive accounting services that ensure compliance and minimize tax burdens.
OUR TEAM
Meet our dedicated team of professionals, committed to providing exceptional service and expertise. Together, we work to bring you the best solutions tailored to your needs!
