Best Tax Services in Plano

Why These Tax Services?

Our goal is to connect people with the best local experts. We scored Plano Tax Services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 81 57 23

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

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


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


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


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


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


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


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


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


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


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