Tax Preparation

Find Every Deduction. Keep the Difference.

Most preparers file. We find what they miss, deductions, credits, and strategies for DFW business owners, investors, and high earners who are tired of overpaying.

Calculate Your Tax Savings Or talk to a tax strategist, 15 min, no cost

48 hrs

Return Filing Time

$22K+

Average Savings Found

5,000+

Returns Filed

What's Included

All-in-One Tax Filing, Done Right

No rushed compliance. Every line reviewed, every deduction hunted, every strategy applied.

Comprehensive Federal Return

Form 1040, 1120, 1120S, 1065
Schedule C, E, K-1 optimization
Investment income review

Deduction & Credit Hunting

Home office, vehicle, depreciation
Energy, education, child credits
QBI, Section 179, bonus depreciation

Multi-State & Complex Returns

Part-year / non-resident filings
Apportionment and reciprocity
Nexus and state credit mapping

E-File & Confirmation

Direct IRS & state submission
Acceptance in 24-48 hrs
Filed return + audit packet

Prior Year Review

3-year amendment scan
Missed deduction recovery
NOL carryback analysis

Year-Round Support

IRS notice response
Estimated tax planning
Secure document portal access

Our Process

How We File Flawlessly

Four steps from secure upload to e-filed return. Zero autopilot, maximum legal savings.

Secure Upload

Guided checklist + encrypted portal. Send docs in minutes.

Deep Analysis

Your Tax Strategist hunts every deduction and credit using your full financial picture.

Prep & Review

Return built, double-checked, optimized. No standard deduction autopilot.

File & Protect

E-filed. Confirmation delivered. Year-round notice support included.

Challenges We Solve

Six Tax Prep Mistakes, Fixed

The costly errors we see on returns other preparers file, and how we catch them.

Missed Business Deductions

Mistake

Many tax preparers rush through business returns, missing valuable deductions for vehicle expenses, home office use, equipment depreciation, and business-use-of-home calculations.

Our Solution

Line-by-line review of all business expenses with industry-specific deduction analysis to ensure every legitimate write-off is captured.

Typical Impact

Clients gain visibility into overlooked deductions. Business owners discover write-offs they never knew existed, reducing taxable income legally.

Wrong Entity Election

Mistake

Operating as the wrong business entity type (LLC vs. S-Corp) can cost business owners thousands in unnecessary self-employment taxes every year.

Our Solution

S-Corp vs. LLC analysis comparing tax liability under different entity structures with pro forma calculations showing potential savings.

Typical Impact

Clients identify optimal entity elections. Many business owners discover significant annual tax savings opportunities through proper entity selection.

Standard Deduction Trap

Mistake

Tax preparers default to the standard deduction without analyzing whether itemizing would save more, especially for homeowners, business owners, or those with significant medical expenses.

Our Solution

We itemize when it benefits you most by comparing standard vs. itemized deductions including mortgage interest, state taxes, charitable contributions, and business expenses.

Typical Impact

Clients benefit from deduction optimization. Homeowners and business owners often save more through proper itemization analysis.

Multi-State Filing Errors

Mistake

Working or earning income across state lines creates complex filing requirements. Incorrect apportionment or missing credits can result in double taxation on the same income.

Our Solution

Proper apportionment calculations and state credit mapping to ensure income is correctly allocated and you receive proper credits for taxes paid to multiple states.

Typical Impact

Clients avoid double taxation through accurate state-by-state income allocation and proper credit claiming.

No Estimated Tax Planning

Mistake

Business owners and investors often face surprise tax bills plus underpayment penalties because they didn't make proper quarterly estimated tax payments throughout the year.

Our Solution

Quarterly projections and payment calculations using current year income to determine proper estimated tax amounts and avoid penalties.

Typical Impact

Clients prevent underpayment penalties and cash flow surprises through proactive quarterly tax planning.

Prior Year Overpayments

Mistake

Many taxpayers have overpaid taxes in recent years due to missed deductions, credits, or calculation errors but never filed amended returns to recover the money.

Our Solution

3-year lookback analysis reviewing prior returns for missed deductions, overlooked credits, and filing opportunities for amended returns where beneficial.

Typical Impact

Clients discover refund opportunities from prior years through systematic review of previously filed returns.

“What makes Tax Square different from a regular CPA?”

Most preparers focus on compliance, filing correctly. We specialize in proactive strategy: the deductions, credits, and entity structures that reduce what you owe. A typical preparer files your Schedule C. We recommend restructuring to an S-Corp and save you thousands in self-employment taxes. We can work alongside your existing accountant or handle everything directly.

Frequently Asked Questions

Questions, answered

What types of returns does Tax Square prepare?+

Individual (1040) and business returns (S-corp, partnership, C-corp), federal and state, including multi-state filings. Every return is reviewed for missed deductions and credits.

Do you offer support if I get an IRS notice?+

Yes. We provide year-round support and can help you respond to IRS notices related to the returns we prepare.

How is your tax preparation different from a typical preparer?+

We prepare the return through a strategy lens, looking for deductions and planning opportunities a once-a-year preparer often misses, and we connect the result to your broader tax plan.

When should I send my documents?+

As early in the season as possible. Earlier filing gives us more time to catch opportunities and avoid the deadline rush. We provide a document checklist to make it simple.

Take the Next Step

Don't Overpay the IRS Another $20K This Year

Book a free 15-minute tax savings audit. We'll review your last return, spot the deductions that got missed, and show you the dollar impact.

Calculate Your Tax Savings (Free)Book Free Tax Audit

5,000+

Returns Filed

100%

Secure & Private

12+

Years Experience

100+

Active Clients

Questions, answered

What types of returns does Tax Square prepare?+

Individual (1040) and business returns (S-corp, partnership, C-corp), federal and state, including multi-state filings. Every return is reviewed for missed deductions and credits.

Do you offer support if I get an IRS notice?+

Yes. We provide year-round support and can help you respond to IRS notices related to the returns we prepare.

How is your tax preparation different from a typical preparer?+

We prepare the return through a strategy lens, looking for deductions and planning opportunities a once-a-year preparer often misses, and we connect the result to your broader tax plan.

When should I send my documents?+

As early in the season as possible. Earlier filing gives us more time to catch opportunities and avoid the deadline rush. We provide a document checklist to make it simple.