Virtual Tax, Accounting & Assurance Services
Tax preparation and planning, CPA-prepared financial statements, and internal audit — delivered online through the secure DynaTax AI platform. From anywhere in Texas, on your schedule.
Everything a Tax Office Does — Without the Drive
Whether you have a simple W-2, run multiple businesses, or sit on a board that needs financial statements and a control review, you get a peer-reviewed Texas CPA who works the way you do: online, secure, and responsive.
Individual Tax Preparation
Form 1040 federal returns for W-2 employees, families, retirees, investors, and landlords. Deduction and credit analysis, W-2 and 1099 income, Schedule E rental property, retirement distributions, capital gains, cryptocurrency, and stock options / RSUs.
Business Tax Preparation
Sole proprietors (Schedule C), partnerships and multi-member LLCs (Form 1065), and S-corporations (Form 1120-S) — including K-1s, depreciation, basis tracking, and Texas Franchise Tax compliance.
Tax Planning & Strategy
Proactive, year-round planning: year-end projections, retirement contribution strategies, charitable giving optimization, quarterly estimated taxes, and multi-year projections for business owners.
S-Corp Elections & Entity Selection
Is an S-corp right for your business? We handle the analysis, the Form 2553 election, reasonable compensation planning, and shareholder basis tracking — so the savings hold up.
Multi-State Returns
Working across state lines or own rental property outside Texas? Resident and non-resident returns, state tax credit calculations, remote worker compliance, and reciprocity navigation.
Financial Statements
Compilation, review, and preparation engagements for businesses and nonprofits that need CPA-prepared statements for a bank, a surety bond, a landlord, a grantor, or a board. Independently peer reviewed with a rating of pass.
Learn more →Internal Audit & Controls
Outsourced internal audit, internal control and segregation-of-duties assessment, fraud risk assessment, and compliance review — from a CPA who also holds the Certified Internal Auditor (CIA) designation.
Learn more →Amended Returns & Second Opinions
Form 1040-X and amended business returns, prior-year corrections, missed deduction recovery, and professional review of self-prepared returns or another preparer's work.
Built for Texans With Real-World Tax Situations
From oilfield contractors in Odessa and Midland to ranchers, truckers, and medical practices across Amarillo, Lubbock, and Canyon — here's a sample of what we handle.
For Individuals
- Standard vs. itemized deduction analysis
- Tax credits: Earned Income, Child Tax, Education credits
- Self-employment income (Schedule C) and home office deductions
- Rental property income and expenses (Schedule E)
- Investment income, capital gains, and dividends
- Retirement distributions (401k, IRA, Roth) and Social Security taxation
- Life events: marriage, divorce, first home, college, inheritance
For Businesses
- Equipment depreciation (Section 179, bonus depreciation)
- Quarterly estimated tax planning and reminders
- Reasonable compensation analysis for S-corp owners
- Texas Franchise Tax and Public Information Report filing
- Employee vs. contractor classification guidance
- Industry experience: oil & gas, agriculture (Schedule F), construction, real estate, healthcare, retail & hospitality
How the Virtual Process Works
Everything happens through DynaTax AI — no required office visit, no paper, no hassle. Average turnaround is 3–5 business days, with secure messaging and video calls as needed.
Sign up
Create your secure DynaTax AI account — it's free to get started.
Upload documents
Drag and drop W-2s, 1099s, and receipts from any device, or snap photos with your phone.
We prepare
Your CPA reviews everything and prepares your return, reaching out by secure message with any questions.
Review & e-sign
Review the completed return online — with a video walkthrough if you'd like — then e-sign from any device.
We e-file
We e-file directly with the IRS and state. Done — and your documents stay organized for next year.
Your Secure Client Portal, Powered by DynaTax AI
Say goodbye to lost documents and missed deadlines. The DynaTax AI portal keeps your tax life organized year-round — accessible 24/7 from any device.
Bank-Level Security
256-bit encryption, two-factor authentication, and U.S.-only data storage — compliant with IRS security standards.
Real-Time Return Tracking
Track your return status, get notified when documents are needed, e-sign online, and download completed returns anytime.
Optional Year-Round Bookkeeping
Add income and expense tracking: connect bank accounts, snap receipt photos, and generate profit & loss reports so you're tax-ready all year.
We Know Some Businesses Better Than Others
Every industry has a rule that costs owners real money when it's missed. These are the six where we've built the deepest bench — and where we most often find money left on a prior year's return.
Construction Contractors
Job costing tied to the GL, WIP schedules your surety will accept, retainage timing, and Section 460 contract methods.
Construction accounting →Spec Home Builders
Homes are inventory, not contracts. UNICAP capitalization, interest during the production period, and dealer status.
Builder accounting →Rental Property Owners
Passive loss limits, real estate professional status, short-term rental treatment, and cost segregation that's actually usable.
Rental property tax →Restaurants & Bars
The FICA tip credit most operators never claim, real food cost accounting, and Texas mixed beverage taxes.
Restaurant accounting →Trucking & Owner-Operators
Per diem at the 80% DOT rate, Form 2290 and IFTA, and whether that lease-purchase is really a lease.
Trucking tax help →Salons & Barbershops
Booth rent vs. employee classification, Texas sales tax on retail product, and S-corp timing for established stylists.
Salon accounting →Run Your Own Numbers First
Our free calculators are a great starting point before we talk — no signup required.
S-Corp Tax Savings
See how much self-employment tax an S-corp election could save your business.
Calculate savings →Quarterly Estimated Tax
Figure out what to send the IRS each quarter and avoid underpayment penalties.
Calculate payments →Self-Employment Tax
See how the 15.3% SE tax applies to your 1099 or business income.
Calculate SE tax →Home Office & Mileage
Estimate your home-office deduction and business mileage write-off.
Calculate deductions →Ready to Maximize Your Tax Savings?
Let's discuss your individual or business tax needs. You'll get a clear plan and transparent pricing before any work begins.