Next IRS deadline: October 15Extended 2025 personal returns due See all dates ›

(214) 352-1600 EN / ES Book a visit
Services
Resources
Book a visit Call (214) 352-1600

Tax planning

Tax planning in Dallas

Before the year ends, we look at ways to lower your taxable income and plan for growth. We also work out quarterly estimated payments that match what you earn.

Book a visit Call (214) 352-1600

Or send us a message

Inside the office: two desks, with team members on the phone

Why plan ahead

Most choices are gone by April.

By the time the year ends, most decisions that affect your tax bill are already made. Planning during the year leaves time to set aside the right amount and time large purchases. It also helps you avoid underpayment penalties.

What's included

What we take care of

  • A review of last year's return and this year's income
  • Quarterly estimated tax payments worked out for you
  • Ways to lower taxable income that fit your situation
  • Retirement contributions and other deductions reviewed
  • Planning for a new business or a big change in income
  • A check-in before the year ends
A couple at a kitchen table writing in a notebook, with a laptop open beside them

How it works

A plan for the year.

  1. 01

    Start with a conversation

    Bring last year's return and tell us what's changed this year.

  2. 02

    The plan

    We estimate this year's tax and show you where you can lower it.

  3. 03

    Through the year

    We set your quarterly payments and check in before the year ends.

What to bring

Bring these to your visit

  • Last year's tax return
  • Pay stubs or your income so far this year
  • Your business profit and loss for the year so far
  • Records of estimated payments already made
The full checklist
Two people at a table going over notes, with a laptop open beside them

FAQ

Questions about tax planning

Who needs to make quarterly estimated payments?

Usually, people whose income has no tax taken out, such as 1099 work or business income, need them when they expect to owe more than a set amount for the year. We check whether that applies to you.

When are estimated payments due?

For most people: April 15, June 15, September 15 and January 15 of the next year. The deadlines page has the exact dates.

Is tax planning only for businesses?

No. Families whose income changed and people with side work can plan too. So can anyone who owed a lot last year.

When should I start?

Any time. Earlier gives you more options, though. Many choices that lower your tax have to happen before December 31.

Other services

We can also help with

Guides

Related guides

Come by the office.

3021 Bachman Dr #102, Dallas. Monday to Saturday, no appointment needed.

Book a visit Call (214) 352-1600