Tax Preparation & Planning
in Southlake
Tax preparation starts with a clear picture of your income, business activity, and records. Howard Terrell CPA Firm PLLC provides individual and business tax preparation and planning through its Southlake office, with meetings by appointment.
Support for individuals and business owners
Our services include individual, partnership, S corporation, corporate, estate, and trust returns. The engagement begins with a review of the return types and years involved, the information available, and any unresolved questions. We confirm the scope and fees before preparing your returns.
If you own a business, tax preparation often depends on the condition of the books. We can identify reconciliation or classification issues that need attention and discuss a separate accounting cleanup engagement when necessary.
Prepare for your first consultation
- Have your most recent filed returns and any IRS or state correspondence available.
- Prepare a list of income sources, businesses, rental properties, and major changes since your last filing.
- For business work, identify your bookkeeping system and whether accounts have been reconciled.
- List upcoming decisions you want to discuss, such as business purchases or changes in ownership.
Contact the office for secure delivery instructions before sending records. Do not attach tax returns or identification documents to an ordinary website inquiry.
Planning beyond filing season
A planning discussion can address changes in income, estimated payments, business structure, or the tax effects of a proposed transaction. The appropriate analysis depends on your facts and current law; a website visit does not establish a tax-advice engagement.
Questions about tax services
Can you help with multiple years? Contact us with the years and return types involved so we can determine scope, records needed, and availability.
Do you quote fees before starting? Yes. Scope and fees are established before work begins. Your consultation helps us understand the complexity and condition of your records.
Meet with our Southlake office
1560 E. Southlake Boulevard, Suite 100
Southlake, TX 76092
Meetings by appointment only.
Call (469) 941-4367 or email hterrell@htcpafirm.com. Please describe your needs without including confidential financial information.
Serving Dallas–Fort Worth and remote clients
Our Southlake office welcomes individuals and business owners from Grapevine, Colleyville, Keller, Coppell, Flower Mound, Dallas, Fort Worth, and the surrounding metroplex. In-person meetings are by appointment. Remote inquiries from across Texas and the United States are welcome; services and jurisdictions are confirmed before acceptance.
QuickBooks cleanup in Southlake
Unreconciled accounts or a bookkeeping backlog? Review our cleanup process, what to prepare and how project work can connect with ongoing monthly accounting.
Before your tax preparation & planning consultation
A short description of the following will help us understand the work you need:
- Which individual or business returns you need prepared
- The tax years involved and any filing deadline
- Whether the records are ready or bookkeeping is still needed
Keep confidential records in the client portal; the inquiry form is for a brief description of your needs.
Common questions
Can you prepare both my business and personal returns?
Describe the entity type and all returns you need. The firm will confirm the scope and how the business and personal work will be coordinated.
What should I send with my first inquiry?
Send a short description of your situation, the tax years and your deadline. Wait for secure delivery instructions before sending returns, identification or tax documents.
Is bookkeeping cleanup included?
Cleanup and tax preparation can be coordinated, but they are separate tasks unless both are included in the engagement. We clarify this before work begins.
Request tax preparation & planning help →
Tell us your needs and timeline. Services and fees are agreed before work begins.