Plano, TX
Plano's Trusted Tax Planning Experts
Quick Answer
Tax Square is located at 7700 Windrose Ave G300, Suite 03-186, Plano, TX 75024, in the heart of the Legacy West tech corridor. We specialize in tax strategy for corporate executives, stock option and RSU planning, and S-Corp conversions for Plano professionals at Toyota, FedEx Office, Capital One, Liberty Mutual, and other major employers.
Local Partner
Your Tax Partner in Plano
Plano has emerged as one of the nation's premier corporate relocation destinations, with Toyota North America, FedEx Office, Capital One, JPMorgan Chase, and Liberty Mutual all establishing major operations along the Legacy West and Windrose corridors. This influx of corporate talent has created a unique tax planning environment where executives juggle RSU vesting schedules, stock option exercise decisions, and multi-state filing obligations.
Our office sits at the center of this activity at 7700 Windrose Ave, steps from the corporate campuses where many of our clients work. We understand the tax implications of relocating to Texas from high-tax states, managing equity compensation, and structuring side businesses while maintaining W-2 employment.
From West Plano’s established neighborhoods to the Willowbend business community, we serve professionals at every career stage with deep expertise in corporate executive tax planning, entity optimization, and proactive year-round strategy.
Why Plano
Why Plano Executives Choose Tax Square
- RSU and stock option tax optimization for corporate professionals
- Multi-state return expertise for executives who relocated to Plano
- Located in Legacy West, steps from major corporate campuses
- Quarterly projections that account for equity vesting events
Services
Tax Services Built for Plano's Corporate Professionals
From stock option planning for tech executives to S-Corp conversions for consultants, we deliver tax strategies tailored to Plano's business landscape.
Strategic Tax Planning
Plano corporate executives face complex situations involving equity compensation, multi-state obligations, and high W-2 income. We build year-round strategies that coordinate RSU vesting, option exercises, and estimated payments into a cohesive plan.
- Year-end projections
- Entity structure review
- Quarterly check-ins
Tax Preparation
Many Plano professionals relocated from high-tax states. We handle split-year returns, state-source income rules, and equity compensation reporting across multiple jurisdictions, including Form 3921/3922 ISO and ESPP reporting.
- Federal & multi-state returns
- Schedule C, E, K-1 optimization
- Prior-year amendment review
S-Corp & Business Formation
Plano's corporate professionals often have consulting income or side businesses alongside their W-2 roles. Converting to S-Corp status can save $5,000-$25,000+ annually in self-employment taxes.
- LLC vs. S-Corp modeling
- Form 2553 filing
- Reasonable comp analysis
Bookkeeping & Accounting
Clean books, monthly statements, and QuickBooks management that support clear business decisions.
- Monthly reconciliation
- QuickBooks cleanup
- Financial reporting
IRS Resolution
Back taxes, IRS notices, payment plans, and audit support, coordinated with licensed CPAs and EAs.
- Back taxes & notices
- Payment plans
- Audit coordination
Business Advisory
Entity transitions, growth planning, and tax-efficient exits for owner-operators at every stage.
- Entity structure planning
- Financial forecasting
- Exit & succession
Areas Served
Serving Plano's Tech Corridor and Beyond
From Legacy West corporate campuses to Willowbend professional offices, we serve professionals and business owners across Plano and Collin County.
Plano Neighborhoods
Our office is located in Legacy West, steps from the corporate headquarters, luxury retail, and upscale dining that define modern Plano.
- Legacy West & Shops at Legacy
- West Plano & Willowbend
- East Plano
- Downtown Plano
Frisco, TX
Just minutes from our Plano office, we serve Frisco's rapidly growing business community from Hall Park to Main Street.
- Tech companies and startups
- Professional services firms
- Retail and hospitality
McKinney, TX
We serve McKinney's historic downtown businesses and growing suburban communities with comprehensive tax and accounting.
- Historic downtown retailers
- Construction and trades
- Healthcare practices
Allen, TX
Supporting Allen entrepreneurs and established businesses with strategic tax planning and year-round support.
- Family-owned businesses
- Service industry pros
- E-commerce and online
Richardson, TX
Serving Richardson's diverse business community, from Telecom Corridor tech firms to local service providers.
- Technology and telecom
- Manufacturing
- Professional consultants
Dallas & Beyond
We extend services to North Dallas and surrounding areas with the same tax planning depth, in-person or virtual.
- Addison and Carrollton
- North Dallas neighborhoods
- Virtual services statewide
Visit Us
Our Plano Office
Located in the heart of Legacy West, our office is easily accessible from the Dallas North Tollway and Sam Rayburn Tollway, steps from Toyota HQ and the Liberty Mutual campus.
Suite 03-186
Plano, TX 75024
Saturday: By Appointment
Sunday: Closed
FAQ
Frequently Asked Questions About Tax Services in Plano
Take the Next Step
Don't Overpay the IRS Another $20K This Year
Join the Plano executives and business owners who save thousands annually through proactive stock option planning, S-Corp optimization, and year-round tax strategy. Free 15-minute strategy call.