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.