Laurels

Best Tax Services in Plano
2022

ABE Tax Service

ABE Tax Service

  • Preparation & Planning

Founded in 2003, ABE Tax Service is a family-owned business that has been catering to families and individuals in Plano. It helps clients in calculating accurate personal income taxes and tax returns. It also handles the electronic filing of tax documents. The firm, which employs Spanish-speaking and Portugues-speaking staff members, caters to businesses, contractors, and corporations. Its specialists provide bookkeeping, payroll management, planning, and reporting services. They are also knowledgeable about local sales tax policies.

1310 M Ave Ste B
Plano, TX 75074

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

49 (Best)

Score Consistency:

Variable (Good)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Alan Spencer & Associates, P.C.

Alan Spencer & Associates, P.C.

Alan Spencer & Associates, P.C. is a Certified Public Accountant (CPA) firm that focuses on small and mid-sized businesses and individuals in the Plano area. Its tax services cover tax return preparation, IRS audit representation services, and help with tax problems like non-filed returns, owed back taxes, IRS liens, issues with payroll taxes, offers in compromise, and payment plans. The services for businesses involve part-time chief financial officer (CFO) services, accounting, financial statement compilations, reviews and audits, cash flow planning, business valuations, bank financing strategies, business planning, succession planning, and help forming a new business. Individuals also have access to estate planning services.

Plano, TX 75075

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Alex Tong, CPA & Associates

Alex Tong, CPA & Associates

Alex Tong, CPA & Associates is a Plano-based accounting firm serving the Plano, Dallas, and Collin County communities. Its tax services include long-term tax planning to reduce tax burdens, tax document preparation for businesses and individuals, and resolutions regarding tax problems. The personal financial planning services cover retirement planning, college education savings, asset protection strategies, investment advice, and legacy planning. The firm provides business formation consultations that include business plans, strategies to obtain capital, business structure selection, accounting software setup, budgeting, billing and cost monitoring procedure establishment, permit and license preparation, tax document preparation, and business insurance needs analysis.

Plano, TX 75074

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

4 (Best)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

37 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Beckley & Associates PLLC

Beckley & Associates PLLC

  • Business Accounting
  • Preparation & Planning

Beckley & Associates PLLC is an accounting firm that provides services to clients in Plano and the surrounding areas. It caters to executives, business owners, and individuals. It offers taxation services where it helps with tracking refunds, due date reminders, organizing online tax, and filing of the franchise tax. In addition, it helps with tax planning to restore long-term tax standing and improve personal investments. Its other services include estate planning and cash flow management. The company is an American Institute of Certified Public Accountants member.

1400 Preston Rd, Suite 315
Plano, TX 75093

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.1 / 5 ( Best)

Total Reviews:

44 (Best)

Score Consistency:

Variable (Good)

Burkhart Peterson

Burkhart Peterson

  • Consulting

Burkhart, Peterson & Company comprises CPAs, attorneys, financial advisors, and enrolled and insurance agents who assist Plano individuals and businesses. It offers a range of tax services employing a tax resolution program that determines the tax problem and its appropriate form of representation. It covers tax preparation involving tax consulting and planning to avoid transactions with additional taxes. Its team helps clients resolve problems related to tax levies, returns, liens, and liabilities. It also handles insurance and bookkeeping services.

Plano, TX

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Capitol Tax and Professional Services, LLC

Capitol Tax and Professional Services, LLC

  • IRS Relief

Capitol Tax and Professional Services, LLC, caters to clients in the Plano area and the surrounding communities. Its Enrolled Agents are federally licensed tax practitioners that represent, advise, and prepare tax returns for individuals, partnerships, corporations, and estates. Its services include business consulting, estate and trust tax preparation, and IRS representation. The company also handles issues such as back taxes owed, bank levies, and injured and innocent spouse relief. Its professionals are members of the NAEA, NSA, TxSEA, and ASTPS.

8105 Rasor Boulevard
Plano, TX 75024

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Carter Group Tax Service

Carter Group Tax Service

Carter Group Tax Service is a full-service professional tax services company operating in the city of Richardson, Texas, and the surrounding communities. Carter Group Tax Service is a family owned and operated business specializing in offering personalized and high-quality solutions for local business owners, executives, and independent professionals. This company provides a broad range of services including tax preparation and planning, bookkeeping and write-ups, cash flow management, bank financing, business valuation, strategic business planning, non-profit organizations, internal controls, new business formation, litigation support, estate planning, and Quickbooks support and training. Clients recommend Carter Group Tax Service for their service.

Richardson, TX 75080

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Casey & Associates

Casey & Associates

  • Preparation & Planning

Casey & Associates is a family-owned and family-operated accounting firm that serves clients in Plano. It offers tax preparation services for individuals, as well as owners of small businesses, corporations, and nonprofit organizations. It guides clients in reducing their tax bills on upcoming transactions. Bookkeeping and payroll services are also available. Its team helps directors make informed financial decisions and gives advice regarding capital fundraising. The firm's team of CPAs has been serving the area for four years.

1029 East 15th Street
Plano, TX 75074

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Chalfon, Bernstein and Reichtum, LLC

Chalfon, Bernstein and Reichtum, LLC

Chalfon, Bernstein and Reichtum, LLC is a bookkeeping services firm concentrating on Forex traders, independent stock traders, and other stock trading businesses. The Plano-based company offers complete bookkeeping. Specific services include facilitation of trading through 401(k) plans, the capture of monthly transactions, generation of monthly financial reports, creditor payment and remittance management, daily bookkeeping for multi-member partnerships and investment clubs, debt and bank reconciliation, help with VAT audits, and consultation regarding business entity selection. The firm's main leader is Kevan Clark, a consultant who specializes in turning around small businesses.

Plano, TX 75074

Website

Website
Charis Bookkeeping Services

Charis Bookkeeping Services

Charis Bookkeeping Services is a Plano-based bookkeeping firm. One available service is full-charge bookkeeping, which includes all aspects of a client's bookkeeping needs from data entry to monthly statement preparations. The company partners with a client's existing CPA firm to help with tax return filing. Also available are accounts receivable services that customize and organize a client's transactions. Software consultations followed by setup and employee training are also provided. Clients have access to budgeting and cash flow management services, along with job costing consultations. If a client's question isn't answered by existing services, the business consultations offer customized advice.

Plano, TX 75093

Website

Website
Chartered Financial Strategies LLC

Chartered Financial Strategies LLC

  • IRS Relief

Chartered Financial Strategies, LLC, renders tax services for clients in Plano and the surrounding communities. It uses its expertise in tax laws and regulations to provide tax preparation services that decrease taxes or generate tax-free money. The company takes care of tax problems, such as IRS debt, innocent spouse relief, bankruptcy for tax debts, and non-filing of tax returns. Chartered Financial Strategies also assists persons who have been selected for a field, correspondence, or office audit.

4686 McDermott Road, Suite 206
Plano, TX 75024

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Cornwell Jackson, PLLC

Cornwell Jackson, PLLC

Cornwell Jackson, PLLC has nearly four decades of accounting experience in the North Texas area. The firm staffs multiple accounting experts with specializations in different industries, including auto dealerships, construction, healthcare, HUD-assisted housing, metals, oil and gas, professional services, real estate, restaurants, and technology companies. Clients can choose from specific business services like employee benefit plan audits, business advisory services, financial statement preparation, auditing, payroll processing, payroll tax reporting, transaction consulting, federal and state tax preparation, tax planning and strategic research, tax-efficient succession and estate planning, and wealth planning for business owners. Individual tax compliance services are also available.

Plano, TX 75024

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Craig R. Brockman, LLC

Craig R. Brockman, LLC

Craig R. Brockman, LLC offers bookkeeping and tax services to small businesses and individuals in Plano. Its typical individual-based services include retirement planning, IRS audit representation, tax return preparation, tax planning, and tax preparation for estates and trusts. Business owners have access to all of these as well as business solutions like accounting software implementation, daily bookkeeping, consultations about business decisions, entity selection advice for new businesses, periodic financial statements, management advisory services, sales tax calculation and payment, payroll automation, and preparation of payroll-related tax documents like W2s and 1099s. Business consultations generally involve a data analysis to create effective planning strategies.

Plano, TX 75093

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Domain Tax Advisors

Domain Tax Advisors

  • Consulting

Domain is a firm dedicated to helping clients in Plano grow their wealth and businesses. Its Certified Public Accountants offer assistance in preparing and filing individual and business federal and state tax returns. They also handle trust, estate, gift, and generation-skipping transfer tax returns. Accounting and bookkeeping services are tailored to meet each client's needs. The team also offers financial planning and payroll services. The company has more than 25 years of experience in serving clients in various industries.

5465 Legacy Dr, Suite 650
Plano, TX 75024

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

20 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Farmer, Fuqua & Huff, P.C.

Farmer, Fuqua & Huff, P.C.

Farmer, Fuqua & Huff, P.C. is a full-service professional tax services company operating in the community of Richardson, Texas, and the surrounding Dallas Metroplex areas. Farmer, Fuqua & Huff, P.C. is a local tax solution firm specializing in prompt and reliable services for individual and corporate customers. Farmer, Fuqua & Huff, P.C. is registered with the Public Companies Accounting Oversight Board (PCAOB). This company offers a wide variety of services including federal, state and local tax return preparation, tax planning, IRS representation, auditing services, business advisory, and litigation support. Clients recommend Farmer, Fuqua & Huff, P.C. for their high-quality work and professionalism.

Richardson, TX 75080

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

FinishLine Tax Solutions

FinishLine Tax Solutions

  • Preparation & Planning

FinishLine Tax Solutions caters to the needs of clients in the Plano metro and its neighboring areas. Its team of tax professionals provides a wide range of services such as tax preparation and relief. The business also handles options such as penalty abatement, bank levy release, and offer in compromise. In addition, it assists clients with the IRS’ Fresh Start and Hardship programs. FinishLine Tax Solutions employs CPAs, licensed enrolled agents, and IRS tax attorneys.

1309 West 15th St.Suite 230
Plano, TX 75075

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Gibson CPA, LLC

Gibson CPA, LLC

Gibson CPA, LLC is a full-service professional certified public accounting firm operating in the city of Allen, Texas, and the surrounding areas. Gibson CPA is a locally owned and operated business specializing in providing high-quality, reliable, and personalized accounting solutions for individuals and business owners. This company provides a wide variety of products and services including small business accounting, new business formation, internal controls, IRS audit representation, non-filed tax returns, innocent spouse relief, Quickbooks support and training in addition to tax preparation for businesses, individuals, and corporate clients. Customers recommend the team at Gibson CPA for their attention to detail and professionalism.

Allen, TX 75013

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

H&R Block

H&R Block

  • Consulting
  • Audits

H&R Block caters to residents of Plano who need help with their taxes. The firm assists with online filing using specialized software. It also offers virtual and in-person consultation with advisers, educating taxpayers on their liability minimization strategies and filing routines. In addition to assisting with payments, the team also offers aid during IRS audits, helping customers who have issues resulting from improperly amended returns and unpaid balances. H&R Block's clientele includes small businesses.

1120 E Parker Ste 103
Plano, TX 75074

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

74 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Jackson Hewitt Tax Service

Jackson Hewitt Tax Service

  • Consulting

Jackson Hewitt Tax Service operates in Plano and the surrounding areas. It handles a variety of tax services such as liens and levies, delinquent tax returns, wage garnishment, partial payment installment agreements, collection statute expiration dates, and reasonable cause penalty abatement. Its team accepts various scales of tax-related concerns brought up by clients. The company has flexible locations and filing options that cater to different tax filers. It has been in business for over 35 years.

1700 Dallas Parkway
Plano, TX 75093

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

72 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

John Furge, CPA, PC

John Furge, CPA, PC

John Furge, CPA, PC is a Plano-based accounting firm. The company assists business owners with financial statement preparations, tax compliance, transaction planning, entity structuring, analysis of accounting systems, implementation of new systems, QuickBooks consultations and installations, Excel spreadsheet consultations, and litigation support. Special consulting services are available for clients in the real estate industry. There are also specialized tax consulting services for divorcees. Rather than providing ongoing retainer services, the firm completes agreed-upon projects and charges a flat hourly fee based on the amount of time required to finish the task.

Plano, TX 75023

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

JRG Taxes

JRG Taxes

JRG Taxes is a full-service professional tax and accounting services firm serving the community of Richardson, Texas, and the surrounding Dallas metropolitan areas. Established by JR Gramstad, JRG Taxes is a privately owned and operated business specializing in prompt and reliable tax solutions for individuals and corporate clients. This company provides a broad range of services including tax preparation and filing, new business formation, bookkeeping and write-ups, payroll processing, IRS audit representation, and wealth management. This company also offers consultations on new services. Customers recommend the team of specialists at JRG Taxes for their customized service, competitive pricing, and professionalism.

Richardson, TX 75081

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

JW Tax & Consulting

JW Tax & Consulting

  • Preparation & Planning

JW Tax & Consulting is a boutique firm that caters to the needs of individuals and businesses in Plano and its surrounding neighborhoods. Its team of professionals provides a broad range of services, including tax planning and preparation, business consulting, and tax debt relief. In addition, the company handles options such as tax compliance and outsourced CFO or Controller solutions. JW Tax & Consulting also assists clients in identifying overlooked credits and deductions to limit tax liabilities.

500 N. Central Expressway Ste 500
Plano, TX 75074

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

44 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Karme

Karme

  • Preparation & Planning

KARME provides a wide range of financial services in Plano. With a commitment to offering comprehensive services delivered with high moral standing, its professionals share result-driven strategies to help clients achieve their financial goals. They help with tax preparation, answering queries related to amendment returns, IRS letters, and tax credits and deductions. Their expertise also covers tax planning. Additionally, KARME's offered services include family wealth consulting, retirement planning, and risk management. The professionals in this company have completed a comprehensive certification program.

3415 Custer Rd. Ste 195
Plano, TX 75023

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

93 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Kathryn Hardaway CPA PC

Kathryn Hardaway CPA PC

  • Preparation & Planning

Kathryn Hardaway CPA PC is a business that caters to the needs of individuals and business entities in Plano. Its team performs tax services such as preparing returns, entity selection and restructuring, and IRS representation. The team strives to customize its services according to each client's tax needs and guides them in the ever-changing regulatory and financial environment. The company also renders accounting services, including payroll, financial projections and forecasts, and compilations.

1255 West 15th Street, Suite 810
Plano, TX 75075

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

15 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

La Placita Multiservices

La Placita Multiservices

  • Preparation & Planning
  • Business Accounting

La Placita Multiservices handles the needs of individuals and businesses in the Plano area and the surrounding communities. The firm specializes in various tax preparation services, including personal income tax returns, filing income tax for the first time, payroll managing, and notary public services. Its professionals also handle title transfers and website design and social media marketing. La Placita Multiservices has been helping clients across the Houston area with their tax preparation needs since 2013.

820 W Spring Creek Pkwy
Plano, TX 75023

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Marc Lewis & Associates, Inc.

Marc Lewis & Associates, Inc.

  • Consulting

Marc Lewis & Associates, Inc., is a full-service tax firm that serves clients in Plano and the surrounding communities. It offers a broad range of services, including income and state tax return preparation, IRS audit representation, tax estimates and withholding modification analysis, and non-filer preparation and related services. Its CPAs cater to both individuals and small business owners. Business entity consulting is also available. The company has been providing tax filings and related services since 1996.

5045 Lorimar Drive, Suite 280
Plano, TX 75093

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.2 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Michael A. Ross, CPA, P.C.

Michael A. Ross, CPA, P.C.

Michael A. Ross, CPA, P.C. is a Certified Fraud Examiner (CFE) with offices in Plano, Texas and Irvine, California. The firm specializes in fraud examination and forensic accounting, including fraud prevention and detection, marital income and property settlements, internal controls evaluations, litigation, and dispute resolutions. Also available are accounting services for small and medium businesses with financial statement generation, QuickBooks support and training, and documentation reviews. The firm's business financing services cover business plan documents, financial forecasts and projections, and private placement memorandums. If clients need a specific question answered or plan created, the firm's consulting services cover many advisory areas.

Plano, TX 75074

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

My Tax Filer

My Tax Filer

  • Consulting

My Tax Filer serves individuals and businesses in and around the Plano area. Its team of professionals helps clients prepare state and federal tax returns. They also provide tax advisory and planning services for students, non-residents, and work visa holders. Additionally, the company represents clients before the IRS and provide assistance in creating private operating foundations and 501(c) corporations. Other services include ITIN preparation and business payroll processing. My Tax Filer's team members have more than seven decades of collective industry experience.

4512 Legacy Drive # 100
Plano, TX 75024

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

136 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Online Tax Associates

Online Tax Associates

Online Tax Associates is a full-service professional tax and accounting services firm operating in the city of Richardson, Texas, and the surrounding areas. Online Tax Associates is a locally owned and operated business comprising of a team of lawyers and tax professionals. This company specializing in providing high-quality and comprehensive tax solutions for individuals and corporate clients. Online Tax Associates offers a broad range of services including tax preparation and filing, general accounting services, and tax problem solutions. Clients recommend the team of certified experts at Online Tax Associates for their professionalism, attention to detail, and competitive pricing.

Richardson, TX 75080

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Perfect Tax & Finance

Perfect Tax & Finance

Perfect Tax & Finance is a full-service professional tax services firm operating in the community of McKinney, Texas, and the surrounding areas. Established over ten years ago, Perfect Tax & Finance is a privately owned and operated business specializing in providing high-quality tax solutions for individuals and business owners at affordable prices. This company offers a wide variety of services including IRS dispute resolution, wealth protection, accounting standards, foreign compliance, tax preparation and filing in addition to estate and investment planning. Clients recommend the team of specialists at Perfect Tax & Finance for their professionalism, attention to detail, and friendly customer service.

McKinney, TX 75070

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

167 (Best)

Score Consistency:

Variable (Good)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Plano Tax Prep

Plano Tax Prep

Plano Tax Prep is a boutique-style firm that offers tax resolution and tax preparation services to the local community. The specific areas of concentration for preparation are individual tax preparation, expatriate tax preparation, small business tax preparation, and tax preparation for rental property documentation. Meanwhile, the tax resolutions help clients file their delinquent unfiled tax returns, get a fresh start for their back taxes, and access DIY tax filing tools. The expatriate services address the unique tax complications for U.S. citizens who reside in foreign countries and U.S. residents who are citizens of countries with U.S. tax treaties.

Plano, TX 75093

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

23 (Better)

Score Consistency:

Consistent (Best)

Regents Tax and Insurance Agency

Regents Tax and Insurance Agency

  • Consulting
  • Preparation & Planning

Regents Tax and Insurance Agency serves Plano individuals and business owners. It provides tax preparation, planning, and consulting. It also helps customers track their tax refunds. It keeps its website up-to-date with the latest tax law modifications and tax planning strategies to guide customers with their business dealings. In addition, the company offers notary public services, financial planning, and business consulting. Its agents provide insurance solutions for life, business, and homeowner's protection.

1201 E 15th St Ste 410
Plano, TX 75074

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Robert J. Gonzalez, CPA, PC

Robert J. Gonzalez, CPA, PC

Robert J. Gonzalez, CPA, PC is a Plano-based CPA firm. Small businesses can receive outsourced bookkeeping and accounting services, including cash flow maintenance, budgeting, and generation of financial statements. It provides specific accounting services for real estate agents, property managers, developers, and investors. Clients can also receive financial and business consultations regarding the overall performance of their business. Startups are given advice about important financial decisions like choosing a business entity and writing a business plan. Any business with employees can benefit from the payroll automation services, which also include tax filings and customized reporting. QuickBooks setup and support services are also available.

Plano, TX 75074

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Sands, Gililland & Company, P.C.

Sands, Gililland & Company, P.C.

Sands, Gililland & Company, P.C. is a CPA firm located in Plano. It provides individuals with access to services, including financial care for elderly family members, estate planning strategies, and personal financial planning that takes into account life goals and milestones. For businesses, services include small business accounting, payroll processing, QuickBooks setup and training, financial report compilations, part-time CFO work, bank financing strategies, succession and strategic planning, compliance solutions for nonprofit organizations, cash flow management, and budgeting. All clients can receive tax planning solutions and income tax preparation, along with tax problem resolutions that include IRS audit representation and payment negotiation plans.

Plano, TX 75075

Website

Website
Shamshiri CPA Group, PLLC

Shamshiri CPA Group, PLLC

Shamshiri CPA Group, PLLC is a Plano-based accounting firm that offers tax services, business accounting, payroll management, and consultations for business start-ups. Business entities, nonprofit organizations, and individuals can all receive long-term tax planning strategies and income return preparation. The firm also helps with IRS audit reconciliations. The business-related services cover part-time CFO work, bank account reconciliation, financial statement generation, QuickBooks setup and training. It also provides business planning solutions when starting new ventures, expanding current businesses, purchasing a new business, or restructuring a failing business. The payroll services automate calculations and payments, allow easy filing, and create comprehensive financial reports.

Plano, TX 75093

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Solutions Tax & Bookkeeping, LLC

Solutions Tax & Bookkeeping, LLC

Solutions Tax & Bookkeeping, LLC is a comprehensive professional tax services company operating in the community of Frisco, Texas, and the surrounding areas. Solutions Tax & Bookkeeping is a locally owned and operated business specializing in providing personalized and reliable accounting and tax solutions to individual and corporate clients. This company offers a wide variety of services including income tax preparation and filing, bookkeeping and write-ups, payroll processing, Quickbooks support and training, new business formation, internal controls in addition to financial strategy development. Clients recommend the team of trained experts at Solutions Tax & Bookkeeping for their high-quality service and professionalism.

Frisco, TX 75034

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.2 / 5 ( Best)

Total Reviews:

29 (Best)

Score Consistency:

Consistent (Best)

Steve Hill & Associates, LLC

Steve Hill & Associates, LLC

Steve Hill & Associates, LLC is a CPA firm that's served small businesses in Plano since 1993. The firm's new business services cover business entity selection, cost evaluation, purchase price negotiation when buying businesses, the formation of legal entities, and applications for permits and tax numbers. Small business owners have access to cloud-based QuickBooks hosting, ongoing QuickBooks account maintenance, bill paying automation, customer invoicing, customer payment recording, payroll preparation, and other daily bookkeeping procedures. Detailed financial reporting systems are also in place. The firm's tax services include tax planning strategies to reduce tax liability and tax preparation for businesses and individuals.

Plano, TX 75024

Website

Website
Su CPA, PLLC

Su CPA, PLLC

  • Preparation & Planning

Su CPA, PLLC is a firm that provides tax and accounting solutions to individuals and businesses in Plano. It focuses on tax services that include tax planning, business consulting, and tax return review. Its team also helps in resolving IRS problems related to a tax audit, tax lien removal, penalty abatement, and installment payment plan. They take on tax issues to maximize the benefits that the clients get. In addition, the firm offers tax advice on education, retirement, and investment.

6860 North Dallas Parkway, Suite 246
Plano, TX 75024

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

Sunil Maini CPA PC

Sunil Maini CPA PC

  • Preparation & Planning

Sunil Maini CPA PC serves Plano-based clients. It offers tax services to individuals, sole proprietors, C-corporations and S-corporations, partnerships, and non-profit organizations. It assists businesses in a variety of industries, such as hotels, apartments, restaurants, gas stations, and auto body shops, as well as professionals like programmers, doctors, and attorneys. The team handles payroll preparation, sales tax preparation, budget review, and IRS or state representation. In addition, the company offers business advisory and consultation services. Sunil Maini CPA has been in operation for more than 30 years.

6220 Chase Oaks Blvd. Ste 101
Plano, TX 75023

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Tax Care

Tax Care

  • Preparation & Planning

Tax Care caters to the needs of individuals, businesses, and estates in the Plano metro. Its professionals formulate tax strategies, calculate tax returns, and produce reports. They also provide a consultative approach to help clients make the most of their money and check home loans, mortgage interest, investments, and charity donations to reduce tax liability. The company has been serving the community since 1986. It provides notary services and serves clients all over the country.

4740 14th St
Plano, TX 75074

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Tax Prep And More

Tax Prep And More

  • Preparation & Planning

Tax Prep And More caters to residents in Plano and the surrounding areas. The firm assists professionals and business owners in obtaining their financial goals through its various tax solutions. These include tax planning, tax credits, and payroll services. In addition, its professionals offer bookkeeping services, including in-house support. They also review sub-ledgers such as accounts receivable, payable, and fixed assets. The firm addresses its client's concerns and questions. The company first opened its doors in 2008.

1105 E. Parker Rd. Suite 283
Plano, TX 75074

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Texas FinServ Inc

Texas FinServ Inc

  • Preparation & Planning

Texas FinServ Inc. is a full-service accounting firm that serves the residents of Plano and the surrounding areas. It provides individual tax preparation services, which include minimizing tax liabilities and qualifying for deductions and credits. It also extends its tax filing services to corporations, LLCs, estates, trusts, and non-profit organizations. Other services that the company offers include accounting and bookkeeping, business formation, and payroll services. Texas FinServ Inc. has been in business for more than four years.

3200 E 14th St., Ste # 414
Plano, TX 75074

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

27 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Varkey John CPA

Varkey John CPA

Varkey John CPA is a Plano-based accountant who has more than two-and-a-half decades of accounting experience. The firm's services include tax planning and preparation for all clients. For individuals, specialized services include financial and retirement planning, along with 401(k) rollover management. Business owners can use the individual services for their personal finances, but they also have access to business tax preparation, QuickBooks services, accounting and bookkeeping, and payroll automation services that are available regardless of the number of company employees. Help with the IRS, including audit representation and negotiation of tax problem solutions, is also available.

Plano, TX 75074

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

W&A Tax Multiservices

W&A Tax Multiservices

  • Preparation & Planning

W&A Tax Multiservices caters to the tax, bookkeeping, and advisory needs of clients in Plano. Its preparers assist with standard income tax returns and aid self-employed individuals or home-based business owners in filing their tariff duties. They also advice on how to get maximum tax refunds. In addition, its team deals with auditing reports or compilations and IRS certificate acceptance. Accounting solutions like payroll, annual tax return documents preparation, and back taxes review are also available.

2504 K Ave Suite 300
Plano, TX 75074

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Walton CPA PC

Walton CPA PC

Walton CPA PC is a Richardson-based firm that serves small businesses in the Addison, Allen, Frisco, McKinney, Carrollton, Garland, Richardson, Plano, and Dallas communities. The small business accounting services include recording of daily payments and deposits, bank statement reconciliation, payroll processing, and financial statement compilation. It also provides tax planning and preparation services along with QuickBooks and Xero software consulting. Startups receive new business consultations that cover planning, how to obtain capital, how to establish business processes, the preparation and filing of tax documents, accounting software selection, and business entity selection. The firm's tax strategies address every aspect of a client's assets.

Plano, TX 75074

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Xcellent Tax

Xcellent Tax

  • Preparation & Planning

Xcellent Tax is a full-service advisory company that caters to individuals and business owners in Plano and nearby locations. It offers a wide selection of tax-related services, including planning and preparation, FBAR compliance, and IRS audit representation. The firm creates strategies to help clients reduce retirement distribution, investment, income, and estate taxes. It also addresses various issues involving IRS wage garnishments, payroll taxes, and bankruptcy. Xcellent Tax has been in the industry for over two decades.

6300 Independence Parkway Suite D
Plano, TX 75023

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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