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 82 58 24

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.

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.

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.

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


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.

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.

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.

Danny W. Looney, PC

Danny W. Looney, PC is a CPA firm that offers business and tax consultations to individuals and businesses around Plano. Clients come from a wide variety of industries and backgrounds, including real estate, residential development, construction, oil and gas operation, ranchers, doctors, manufacturing, and consulting companies. Some clients are individuals or retirees. The company offers a wide variety of services that includes business plan creation, tax planning and preparation, tax analysis, general consulting for businesses, financing planning and structuring, help completing bank loan applications, creation of marketing plans, help with restructuring, representation in business dealing negotiations, and accounting software conversion support.

Plano, TX 75093


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


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.

Jeff Pickering, CPA

Jeff Pickering, CPA is a Plano-based accounting and tax firm that's been practicing since 1995. The company's financial accounting services cover compilations and reviews of financial statements, maintenance of payroll records, preparation of year-end and quarterly payroll documentation, preparation of annual 1099s for contractors, bill payments, regular tax deposits, and investment monitoring. There are tax planning and return preparation services for all clients, whether individuals or businesses. These also include payroll, sales, and franchise tax return preparation. Services for start-ups include tax documentation filing, business planning, and customized strategies to plan the early growth stage. Business consultations are also available.

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


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


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


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


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.

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


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


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.

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.

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


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.

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.

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