Se Habla Español
Serving the Dallas-Fort Worth Metroplex

Tax guidance with the personal attention you expect from a local team.

From individual returns to small-business filings, our Lewisville-based, bilingual preparers deliver responsive advice, transparent pricing, and tailored planning so Dallas-Fort Worth families and entrepreneurs can move forward with confidence.

Se Habla Español IRS Notice, Letter, and Audit Assistance ITIN and Health Coverage Expertise Virtual Consultations Available LLC and S-Corp Expertise!
Call (972) 436-3786 Schedule a visit
Tax professional reviewing documents with a small business owner.

30+

Years of combined experience guiding North Texas taxpayers and entrepreneurs.

50%

Average savings compared to national franchise pricing for comparable filing support.

IRS notice support

Not sure what to do with that IRS letter?

Here is what the IRS recommends you review as soon as an envelope arrives, plus how Tax Master DFW can help you respond quickly.

Why the IRS may contact you

  • A balance is due on your account.
  • Your refund amount changed.
  • The IRS has a question about information on your return.
  • You need to verify your identity.
  • The IRS changed or corrected your return.
  • Processing your return is delayed.

Every notice includes a CP or LTR number near the top right corner. Use that number to look up details on IRS.gov so you know exactly what they are asking for.

First steps to take

  1. Read the letter carefully and keep it with your tax records.
  2. Follow any instructions and respond by the due date noted in the notice.
  3. Gather supporting documents, payment confirmations, or identity records before you reply.
How we help

Full-service tax support for families and growing businesses

Get tailored guidance at every milestone, whether you are filing a first return, responding to the IRS, or expanding your company across the Metroplex.

Individual Tax Preparation

Accurate and proactive filing for W-2 employees, contractors, and multi-state households with year-round planning insights.

  • Electronic filing with direct-deposit tracking
  • Tax credit and deduction optimization
  • Health coverage reconciliation (Forms 8962, 1095-A/B/C)

IRS Letters and Resolution

Strategic responses when the IRS reaches out, including payment plans, offer-in-compromise reviews, and penalty relief guidance.

  • Letter review and action plan within two business days
  • Representation for audits and correspondence exams
  • Coordinate with IRS for payment arrangements

Small-Business and LLC Support

Entity setup, compliance, and annual filings for startups, gig businesses, and established firms across DFW.

  • LLC and S-Corp formation guidance
  • Quarterly estimated tax planning
  • Sales tax and franchise tax coaching

Bookkeeping and Payroll

Reliable bookkeeping services that keep your records clean and ready for tax season or lender reviews.

  • Monthly reconciliations and financial statements
  • Payroll setup with compliance monitoring
  • 1099 contractor support
Review our bookkeeping playbook

ITIN and Immigration-Focused Filings

Bilingual assistance for families working with Individual Taxpayer Identification Numbers and multi-status households.

  • ITIN applications and renewals
  • Family credit maximization
  • Document preparation in English and Spanish

Financial Coaching

Practical education that keeps you ahead of tax law changes, from homeownership to college planning.

  • Life event tax checklists
  • Retirement and investment coordination
  • Workshops for employees and community partners
Why Tax Master DFW

Local expertise with national-level insight

We combine professional certification, community connections, and a modern tech stack to deliver the calm, clear tax experience you deserve.

Personal attention

You work directly with an experienced preparer who knows your story, not a call center queue.

Transparent pricing

Flat-fee packages and upfront estimates keep your budget in focus all year long.

Secure digital tools

Upload documents, review returns, and sign filings from anywhere.

Community roots

We are active in North Texas chambers, nonprofits, and neighborhood associations that support thriving businesses.

Same-day callbacks

Messages received by 3 PM are returned that day so you are never left wondering what comes next.

Year-round partnership

Reach out in the off-season for planning sessions, mid-year checkups, and IRS correspondence.

Multi-lingual support

Spanish-speaking advisors keep explanations clear for every member of your team or family.

Getting started

A clear four-step path from intake to filing

Whether you meet in person or virtually, we keep each step simple and documented so you always know your status.

1

Connect with our team

Call, email, or stop by the Lewisville office. We outline pricing, timelines, and any prep work needed for your return.

2

Share documents securely

Share documents through our encrypted portal or drop by with paper copies—either way, we organize everything for you and flag any gaps right away.

3

Review and refine

Meet one-on-one to walk through draft returns, clarify tax positions, and plan for the year ahead.

4

E-file and support

We handle submission, confirm acceptance, and remain available for any follow-up questions or IRS notices.

Resources and updates

Guidance tailored to North Texas taxpayers

Explore our latest playbooks and checklists without leaving this page.

  • IRS letter playbook

    Understand your options when the IRS sends a notice and how Tax Master DFW can help you respond quickly.

    Read the IRS support guide

  • Affordable Care Act and taxes

    See how health coverage impacts your return, from marketplace credits to reconciliation forms.

    Explore ACA resources

  • Launch your business

    Checklists and entity comparisons for entrepreneurs forming LLCs or corporations across the Metroplex.

    View the startup checklist

  • Metroplex tax news

    Stay current on filing deadlines, credits, and planning opportunities specific to Dallas-Fort Worth.

    Browse recent updates

  • Life changes and taxes

    Got married, had a child, or changed jobs? See how big milestones reshape credits, withholding, and recordkeeping.

    Read the life changes guide

  • Tax FAQ answers

    Refresh your knowledge on audits, recordkeeping, mortgages, Roth IRAs, and alimony rules with practical tips for DFW filers.

    Read the FAQ guide

  • Bookkeeping partner guide

    See how our flat-rate bookkeeping covers payroll, receivables, and cash-flow insights for growing North Texas businesses.

    Review the bookkeeping guide

IRS letter support

Receiving a notice does not have to be stressful. Use this checklist to respond quickly and avoid unnecessary penalties.

  • Snap photos or scan each page of the letter so we can review the exact language.
  • Note the response deadline and the requested tax year before you call.
  • Contact our office at (972) 436-3786 or email info@taxmasterdfw.com so we can draft your reply.
  • Organize supporting documents (returns, proof of payment, identity records) to share securely.

We routinely craft responses for CP2000, balance-due, and missing-information notices and can speak to the IRS on your behalf.

Back to resources

Health coverage and your return

Marketplace statements and employer forms can change your refund results. Keep these tips handy during tax season.

  • Review Form 1095-A line 33 for advance premium credits that must be reconciled on Form 8962.
  • For employer coverage (Forms 1095-B/C), verify the months you and your dependents were insured.
  • Update your Marketplace income projection mid-year to avoid surprise repayment.
  • Bring medical expense summaries if you itemize deductions or run an HSA.

Ask our preparers about penalty relief options if you experienced a coverage gap or are transitioning between plans.

Back to resources

Startup launch checklist

Work with us to launch with confidence by making informed decisions before your first filing deadline.

  • Choose an entity structure (sole proprietor, LLC, S-Corp) that matches your growth and liability needs.
  • Register with the Texas Comptroller for sales tax and franchise tax when required.
  • Open a dedicated business bank account and track income and expenses from day one.
  • Set calendar reminders for estimated tax payments and payroll deposit obligations.

We offer formation paperwork assistance, bookkeeping setup, and quarterly planning sessions to keep you compliant.

Back to resources

Dallas-Fort Worth tax updates

Stay informed about local tax incentives, city-specific deadlines, and changing state requirements.

  • Monitor city and county sales-tax holidays that can impact inventory planning.
  • Track Texas franchise tax thresholds to know when no-tax-due reports are allowed.
  • Review annual property tax and rendition deadlines for your business personal property.
  • Subscribe to our quarterly email briefing for curated IRS and Texas Comptroller announcements.

Send a note to info@taxmasterdfw.com to request the latest newsletter or to submit a topic you would like us to cover.

Back to resources
Helpful pages

Quick answers for our most popular requests

Use these summaries for fast reference and reach out if you need deeper guidance.

IRS relief options

From offer-in-compromise evaluations to payment plans, we map out the relief that fits your situation.

  • Assessment of reasonable collection potential before submitting Form 656.
  • Comparison of installment agreements, currently-not-collectible status, and penalty abatement.
  • Guidance on documentation the IRS expects for hardship claims.

Schedule a consultation so we can review your transcripts and recommend your next move.

Back to helpful topics

Lewisville office details

Plan your visit to our quaintdowntown Lewisville location, steps away from Main Street shopping, dining and parking.

  • Address: 150 W Main St. Suite 2A, Lewisville, TX 75057.
  • Free parking available behind our building; street parking is free for two hours.
  • Walk-ins welcome during regular business hours, with private rooms reserved for consultations.

Call ahead if you need accessibility accommodations or Spanish-language support on site.

Back to helpful topics

Coppell & Mansfield clients

Remote and in-person services tailored to families and business owners across the Mid-Cities.

  • Secure document portal for rapid turnaround when you cannot visit in person.
  • Evening virtual appointments during peak season to fit your schedule.
  • Experience with local industries, including logistics, real estate, and healthcare practices.

Let us know if you prefer to meet via phone or video so we can prepare the right team member.

Back to helpful topics

Privacy commitment

Your information stays encrypted and protected through every stage of the engagement.

  • Encrypted portals and e-sign tools that meet IRS Publication 1345 requirements.
  • Internal access controls that restrict data to the preparers assigned to your file.
  • Document retention policies that align with federal and Texas record-keeping timelines.
Back to helpful topics
Contact

Let us prepare the numbers while you plan the next steps

Reach the Lewisville office directly or request remote assistance anywhere.

Visit or call

Office

150 W Main St. Suite 2A
Lewisville, Texas 75057

Hours
  • Monday to Friday: 10:30 AM to 5:30 PM
  • Saturday: 10:30 AM to 5:00 PM
  • Tax Season: 9:30 AM to 7:30 PM

In-person and virtual appointments are available year-round. Se Habla Español.

Plan ahead

Gather documents before your visit or upload them securely through our client portal. Use this checklist as a starting point:

  • Income forms (W-2, 1099, K-1, retirement distributions)
  • Identity and dependent documentation
  • Business expense summaries and mileage logs
  • Health insurance details or marketplace statements

Ask about remote signing and payment options if you prefer a fully digital experience.

Schedule your consultation
Contacto

Déjanos encargarnos de los números mientras planeas tu siguiente paso

Comunícate con nuestra oficina en Lewisville o solicita apoyo a distancia en cualquier punto del Metroplex.

Visítanos o llámanos

Teléfono

(972) 436-3786

Oficina

150 W Main St. Suite 2A
Lewisville, Texas 75057

Horario
  • Lunes a Viernes: 10:30 a.m. a 5:30 p.m.
  • Sábado: 10:30 a.m. a 5:00 p.m.
  • Temporada de impuestos: 9:30 a.m. a 7:30 p.m.

Ofrecemos citas presenciales y virtuales durante todo el año. Hablamos español.

Prepárate con tiempo

Reúne tus documentos antes de visitarnos o súbelos a nuestro portal seguro. Usa esta lista como punto de partida:

  • Formularios de ingresos (W-2, 1099, K-1, distribuciones de retiro)
  • Documentos de identidad y de tus dependientes
  • Resumen de gastos del negocio y bitácoras de millaje
  • Detalles del seguro médico o estados del mercado

Pregunta por las opciones de firma y pago a distancia si prefieres una experiencia totalmente digital.

Agenda tu consulta