Tax Preparation Services
According to a study released by the US Government’s General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. A tax headache or IRS nightmare is only one mistake away. Why handle your taxes yourself when you have a local trusted advisor.
Tax Preparation Services
Our tax preparation services are designed to be straightforward, accurate, and stress-free. Whether you’re filing a simple return, managing multiple income streams, or running a small business, we handle the details that matter—deductions, credits, compliance, and deadlines—so nothing gets missed. You get clear communication, dependable filing, and confidence that your returns are done right the first time.
For individuals facing the daunting task of filing both federal and state income tax returns, I provide comprehensive assistance. I begin by gathering all necessary financial information through a detailed questionnaire, ensuring a thorough understanding of your unique situation. My expertise allows me to navigate complex tax laws and identify potential deductions and credits, maximizing your return. Throughout the process, I remain available for any questions or clarifications, aiming to make your tax filing experience as smooth and beneficial as possible.
Small business owners often find tax season particularly challenging, given the intricacies of federal and state tax regulations. My service in this domain starts with an in-depth review of your business’s financial records. I then work diligently to prepare accurate and compliant tax returns, taking into account all relevant business deductions and tax credits. My goal is to minimize your tax liability while ensuring full compliance with tax laws. I also offer advice on best financial practices for small businesses to optimize their tax positions for future years.
For businesses operating in Texas, the preparation of franchise reports is a critical and complex task. I specialize in this area, beginning with a detailed analysis of your business’s annualized revenue. This allows me to accurately calculate the franchise tax owed, in line with Texas state regulations. I guide you through the entire process, from document preparation to final submission, ensuring your business meets all state compliance requirements. Additionally, I provide strategic advice on how to efficiently manage your tax obligations in the context of Texas’s specific business tax structure.
A non-filer is any client who is required to file a tax return and hasn’t filed in two or more years. I will have you fill out a basic information sheet so I can prepare a power of attorney for tax purposes and can then submit to the IRS. From there I will be able to run a compliance check (find out what returns are required to be filed) and be able to pull any wage and income transcripts and account transcripts. I find that typically when a client hasn’t filed in a while, a lot of times they are missing tax forms and documents. A wage and income transcript allows me to make sure that all items of income and withholding are accounted for. An account transcript will show activity (estimated payments you made, credits to your account, penalties and interest) in your account for the year.
What Our Clients Say
Trustindex verifies that the original source of the review is Google. Linda Roche is fantastic! She helped me get caught up with past due tax returns, get an installment agreement and a penalty abatement. I give her a 10/10 and definitely recommend her for all your tax needs!Posted onTrustindex verifies that the original source of the review is Google. I’ve known Linda for many years and was her Pastor. She’s very knowledgeable and her professional expertise is second to none. She’s an excellent CPA and approaches her business with careful thought and precision. I trust her implicitly and wholeheartedly recommend her. Beautiful inside and out!Posted onTrustindex verifies that the original source of the review is Google. I had one of the best experiences ever filing tax returns and Linda is amazing, super helpful and very knowledgeable. Linda was very accommodative, and did a detailed reviews of my prior year’s return. She helped uncover opportunities missed by my prior tax preparer. The thing that amazed me was she is very thorough and really provided white glove service. Working with Linda was a pleasure, and I highly recommend her services, to anyone in need of a highly skilled tax professional.Posted onTrustindex verifies that the original source of the review is Google. Linda Roche is a true professional, knowledgeable, and efficient. And let me tell you, Linda is incredibly understanding in all situations that come up when it comes to tax preparation. I highly recommend Linda for any of your Tax needs.Posted onTrustindex verifies that the original source of the review is Google. I’m updating this review because my appreciation for Linda has only grown and I was her FIRST. I originally found her when I needed help cleaning up a major tax error—and she absolutely delivered. But since then, she’s saved me from an even bigger mess caused by another company that was overcharging me, making empty promises, and doing nothing but pushing paper around. Linda stepped in, untangled the situation, and got everything back on track with clarity and confidence. Whether it’s filing returns, dealing with the IRS, or handling issues with the Secretary of State—she’s my go-to. No matter how complicated it gets, Linda comes through. She explains only what I need to know (and skips the fluff), finds every deduction entitled to, and always has my back. If you’re looking for someone who’s honest, knowledgeable, and genuinely invested in your financial well-being, stop searching—Linda is it.Posted onTrustindex verifies that the original source of the review is Google. Linda did a fantastic job with our taxes, she helped us like no one ever has before.Posted onTrustindex verifies that the original source of the review is Google. Truly exceptional service!Posted onTrustindex verifies that the original source of the review is Google. Linda is the ONLY one I'd choose to do my taxes. She makes the process seamless, is very accommodating and is incredibly thorough. She has saved me time and time again! I highly recommend Linda!Posted onTrustindex verifies that the original source of the review is Google. Wow ! Linda is amazing. My taxes have been such a mess for past 2 years and now finally I feel like we to a handle on things. Such a huge relief that I've got accurate taxes filed. Thank you Linda!!!!!
