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 80 56 22

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


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


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


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