Overview
This document explains the tax planning services offered by AccuTaxPro LLC in McKinney, Texas. It outlines the work we perform for clients, the processes we follow, reporting and recordkeeping recommendations, and practical steps that help limit tax exposure while keeping clients in full compliance with federal and state rules.
Who we serve
Our clients include salaried employees, small-business owners, independent contractors, and families who need regular guidance to manage tax obligations throughout the year. Services are arranged to match the client’s filing requirements and financial situation, whether that means straightforward year-end planning or ongoing quarterly reviews and coordination with financial advisors and payroll providers.
Core services
The firm provides a range of services aimed at sound tax outcomes: analysis of prior-year returns to identify missed opportunities, projections of current-year tax liabilities, review and optimization of deductions and credits where allowed by law, retirement contribution strategies to reduce taxable income, and coordination for payroll and sales tax compliance. Each engagement begins with a detailed intake that captures income sources, filing status, dependents, recent changes in employment or ownership, investment activity, and any recent notices from tax agencies.
Process and timelines
Planning work follows a defined sequence. First, we gather documentation and prepare a clear picture of the client’s tax position. Next, we run projections for expected taxable income and estimate tax due across relevant jurisdictions. We then present specific, actionable recommendations, including timing of income and deductible expenses, retirement contribution options, and available credits. Follow-up includes preparing any necessary forms, advising on documentation retention, and confirming that implemented changes are reflected correctly on payroll and bookkeeping records.
Recordkeeping and documentation
Good records are essential. Clients receive a checklist of documents to keep—W-2s, 1099s, receipts for deductible expenses, mortgage interest statements, business expense logs, and records of charitable contributions. For business clients, we recommend a simple system that separates personal and business transactions and keeps clear logs for mileage, vendor invoices, and paid payroll reports. These practices reduce audit risk and make it easier to apply legitimate tax benefits where the law permits.
Audit readiness
Our planning includes preparing clients for potential questions from tax authorities. That preparation covers the documentation most commonly requested in examinations, guidance on responding to notices, and strategies to resolve disputes efficiently—either through correspondence, phone representation, or, when appropriate, appeals and settlement options.
Business-focused planning
For small businesses, the firm works on entity selection questions, payroll tax planning, and tax implications of hiring decisions. We review bookkeeping practices and advise on timing of purchases and capital expenditures to align with depreciation or Section 179 rules. We also evaluate the tax effect of owner compensation choices, distribution strategies, and health insurance options to reduce taxable exposure without jeopardizing compliance.
Estate and succession notes
While AccuTaxPro does not provide legal estate services, we coordinate with estate attorneys and financial planners to ensure that tax consequences of transfers, gifts, and beneficiary designations are considered in advance. Proper coordination reduces surprises and can preserve more assets for intended heirs.
Fees and engagement terms
Fees are set by the scope of the work and the complexity of the client’s situation. Standard offerings include flat-fee packages for common planning engagements and hourly arrangements for more specialized projects. Each engagement begins with a written engagement letter describing services, timelines, deliverables, and fees. Clients are invoiced on a schedule agreed at engagement start.
Why choose local guidance in McKinney
Local knowledge matters. State rules, local tax incentives, and common regional deductions are part of the work we apply when advising clients in Collin County. In-person meetings are available at our McKinney address when clients prefer face-to-face planning sessions; remote options are also supported for documentation exchange and follow-up consultations.
If you would like to review the service offering in detail, use this link: Tax Planning Services in McKinney, TX.
Next steps
To initiate planning, gather your most recent tax returns, income statements, documents for significant life events (marriage, divorce, new child, change of employment), and any notices from tax agencies. Call or email to schedule an initial review; this conversation establishes the baseline and creates a plan for any follow-up work needed before filing.