San Antonio CPA for 1040 Tax Prep $ Small Business Returns
Simple, reliable support for individuals and small business owners—especially service-based businesses. Clear communication, fixed-price proposals, and a secure client portal. Serving Stone Oak, Rogers Ranch, and North San Antonio. Se habla español.
Tax Planning
- CPA-Led Firm
- Former IRS Agent (SB/SE)
- Secure SmartVault Portal
- English & Spanish
What we do
Tax prep + bookkeeping that actually works together
Most clients don’t just need a return—they need a clean system. We help with 1040 tax preparation, small business tax returns, and monthly bookkeeping, so your books stay organized and tax time feels straightforward—not stressful.
Services
1) Individual Tax Preparation (1040)
Accurate filing and proactive guidance—so you know what to expect.
- W-2, 1099, and common deductions/credits
- Tax planning guidance (not just “file and forget”)
- Clear checklist and next steps
2) Small Business Tax Returns
Support for owners who want clean compliance and fewer surprises.
- S-Corp, Partnership, and LLC returns
- Extensions and quarterly estimates (as needed)
- Coordination between books + return prep
3) Bookkeeping + Tax Bundle (Monthly Support)
The easiest way to stay organized year-round.
- Monthly reconciliations and clean categorization
- Simple monthly reports you can understand
- Smoother tax prep because your books are ready
The most popular option: Bookkeeping + Tax Bundle
If you’re self-employed or running a small business, this is the easiest path: monthly bookkeeping + tax preparation + year-round planning support. You get cleaner numbers, better decisions, and fewer tax-time surprises.
- One team for books + tax
- Fewer “where did that go?” moments
- Better visibility into profit and quarterly taxes
Who we work best with
- Individuals who want a CPA they can actually reach
- Self-employed and service-based businesses (contractors, realtors, attorneys, salons, and more)
- Owners who want ongoing support, not just once-a-year filing
- Clients who value clear answers, clean documentation, and a proactive approach
How it works
- Intro Call — Quick call to confirm fit and goals.
- Secure Upload (SmartVault) — Upload documents securely.
- Meet & Review — Review your situation and opportunities.
- Fixed-Price Proposal — Clear scope and fee before we begin.
FAQs
Q: Do you offer 1040 tax prep for individuals?
Yes—1040 tax preparation is a core service, with clear guidance and a smooth process.
Q: Do you work with small businesses and self-employed clients?
Yes. We commonly work with service-based businesses and owners who want clean books and proactive tax support.
Q: Do you offer bookkeeping and tax together?
Yes—our bookkeeping + tax bundle is designed to keep books clean year-round and make tax prep simple.
Q: Do you offer year-round tax planning?
Yes. Many clients want support beyond filing season for estimates and planning decisions.
Q: How do I get started?
Book a 15-minute call or complete the intake form. We’ll confirm fit and outline next steps..
Ready to work with a San Antonio CPA?
If you want clean books, accurate tax prep, and proactive guidance, let’s talk.