100% Virtual Tax Services

🚀 How It Works - 100% Virtual Process

Everything happens through DynaTax AI. No office visits, no paper, no hassle.

1. Sign Up: Create your secure DynaTax AI account (free)
2. Upload Documents: Drag and drop your W-2s, 1099s, receipts from any device
3. We Prepare: I review everything and prepare your return (secure messaging for any questions)
4. Review & E-Sign: Review your completed return online and e-sign
5. E-File: We e-file directly to the IRS/state - done!

Average turnaround: 3-5 business days | Communication: Secure messaging + video calls as needed

Individual Tax Preparation

Professional virtual tax preparation services for individuals and families nationwide. Whether you have a simple W-2 or complex tax situation, I provide personalized service through DynaTax AI to maximize your refund and minimize your tax liability - all without leaving your home.

Personal Income Tax Services

• Form 1040 federal income tax returns
• Texas state tax compliance and guidance
• Standard and itemized deduction analysis
• Tax credit identification (Earned Income Credit, Child Tax Credit, Education Credits, etc.)
• W-2 and 1099 income reporting
• Self-employment income (Schedule C)
• Rental property income and expenses (Schedule E)
• Investment income, capital gains, and dividends
• Retirement account distributions (401k, IRA, Roth IRA)
• Social Security income taxation

Complex Individual Tax Situations

• Multi-state tax returns for those working across state lines
• Cryptocurrency and digital asset reporting
• Stock options and RSU taxation
• Foreign income and FBAR reporting
• Estate and trust beneficiary reporting
• Alimony and child support considerations
• Casualty and theft loss deductions
• Medical expense deductions
• Home office deduction for self-employed individuals

Life Events Tax Planning

• Marriage and divorce tax implications
• First-time homebuyer considerations
• College education planning and tax benefits
• Retirement planning and distribution strategies
• Inheritance and gift tax guidance

Business Tax Preparation

Comprehensive tax preparation services for all types of businesses in Amarillo, Canyon, and Lubbock. From sole proprietors to corporations, I ensure accurate filing and maximum tax savings for your business.

Sole Proprietorship Tax Services

• Schedule C preparation and filing
• Business income and expense tracking
• Home office deduction calculations
• Vehicle and mileage deductions
• Equipment depreciation (Section 179, bonus depreciation)
• Self-employment tax calculations
• Quarterly estimated tax planning

Partnership & LLC Tax Returns

• Form 1065 partnership returns
• Multi-member LLC tax filings
• K-1 preparation for all partners/members
• Partnership basis calculations
• Guaranteed payments and distributions
• Partnership agreement tax considerations

S-Corporation Tax Services

• Form 1120-S S-Corporation returns
• Shareholder K-1 preparation
• Reasonable compensation analysis
• S-Corp election assistance (Form 2553)
• Shareholder basis tracking
• Built-in gains tax considerations
• S-Corp distribution planning

C-Corporation Tax Returns

• Form 1120 C-Corporation returns
• Corporate income tax planning
• Dividend distribution strategies
• Accumulated earnings tax planning
• Corporate alternative minimum tax

Texas Business Taxes

• Texas Franchise Tax (Form 05-158)
• Public Information Report filing
• Texas sales and use tax guidance
• Texas employment tax compliance
• Cost of goods sold calculations
• Compensation deduction strategies

Specialized Business Services

• Agriculture and farm tax returns (Schedule F)
• Oil and gas industry taxation
• Real estate professional status
• Construction contractor tax services
• Healthcare professional practice taxation
• Restaurant and hospitality business taxes
• Retail business tax preparation

Tax Planning & Strategy

Proactive tax planning is essential for minimizing your tax burden. I work with you year-round to develop strategies that reduce taxes and improve your financial position.

Individual Tax Planning

• Year-end tax projection and planning
• Retirement contribution strategies (IRA, 401k, Roth conversions)
• Charitable giving optimization
• Investment timing for capital gains management
• Income timing strategies
• Deduction bunching techniques

Business Tax Planning

• Quarterly estimated tax calculations and reminders
• Entity structure optimization
• Equipment purchase timing for maximum deductions
• Employee vs. contractor classification
• Owner compensation planning
• Year-end expense acceleration strategies
• Multi-year tax projections

Amended Tax Returns

Discovered an error or missed deduction on a prior year return? I can help correct your tax return and potentially recover overpaid taxes.

• Form 1040-X amended individual returns
• Amended business returns (1120-X, 1120-S, 1065)
• Prior year error correction
• Missed deduction recovery
• Income correction and adjustment
• Filing status corrections
• Dependent claim adjustments
• State amended return coordination

Multi-State Tax Returns

Working in multiple states or own rental property outside Texas? I handle the complexity of multi-state tax compliance.

• Multi-state individual income tax returns
• Resident and non-resident state returns
• State tax credit calculations
• Remote worker state tax compliance
• Rental property income across states
• State withholding analysis
• Reciprocity agreement navigation
• State-by-state tax law compliance

Tax Return Review & Second Opinion

Want a professional to review your tax situation? Get peace of mind with a comprehensive tax return review.

• Prior year tax return analysis
• Missed deduction identification
• Tax position accuracy review
• Future tax planning recommendations
• Self-prepared return review
• Other preparer's work evaluation
• Audit risk assessment

DynaTax AI Platform - Modern Tax Technology

I partner with DynaTax AI to provide you with a secure, modern platform for managing your tax preparation experience. Say goodbye to lost documents and missed deadlines!

Secure Client Portal

• Easy document upload from any device
• Securely store and organize tax documents year-round
• Upload W-2s, 1099s, receipts, and other tax documents
• Access your documents 24/7 from anywhere
• No more searching through email or paper files
• Bank-level encryption and security
• Share documents securely with your CPA

Tax Return Management

• Track your tax return status in real-time
• Receive notifications when documents are needed
• Review and e-sign your completed returns online
• Download completed returns anytime
• Secure messaging with your CPA
• Mobile-friendly platform - work from phone or tablet

Optional: Income & Expense Tracking Subscription

Stay organized throughout the year with optional income and expense tracking tools:

• Track business income and expenses in real-time
• Categorize transactions automatically
• Connect bank accounts for automatic transaction import
• Snap photos of receipts on-the-go
• Generate profit & loss reports anytime
• Quarterly estimated tax calculations
• Be tax-ready year-round, not just at tax time
• Reduce tax preparation time and costs
• Make better business decisions with real-time financial data

Why DynaTax AI?

• Purpose-built for tax professionals and their clients
• Compliant with IRS security standards
• Eliminates paper document handling
• Reduces errors and missing information
• Speeds up tax preparation process
• Environmentally friendly - paperless tax prep
• Free for basic document upload and tax return management
• Affordable subscription for income/expense tracking

Learn more about DynaTax AI: dynatax.ai