Services · San Antonio, TX

Tax Preparation in San Antonio, TX

Individual and business tax returns prepared and reviewed by Liane Parks, who has more than 21 years of tax experience. Forms 1040, 1065, 1120-S and 1120, plus state returns and additional schedules.

Schedule a Free Consultation Call (830) 283-7140

Returns We Prepare

Individual and Business Tax Returns

Liane prepares and reviews federal returns for individuals and every common business entity type, along with state returns and additional schedules.

Return

Form

Who it is for

Individual return

Form 1040

Individuals with W-2 wages, self-employment income, investments, rental property or income passed through from a business.

Partnership return

Form 1065

Multi-member LLCs and partnerships, including a Schedule K-1 for each partner.

S corporation return

Form 1120-S

S corporations and LLCs taxed as S corporations, including shareholder K-1s.

C corporation return

Form 1120

Corporations taxed at the corporate level.

State returns and schedules

Varies

State returns for income earned outside Texas, multi-state filings and additional federal schedules.

What to Bring

Documents to Gather Before Your Appointment

Having these ready makes preparation faster. Liane sends a personalized checklist after your consultation.

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Last year’s tax return

Federal and any state returns from the prior year.

W-2s and 1099s

Wage statements, 1099-NEC, 1099-K, 1099-INT, 1099-DIV and 1099-B forms.

Business income and expenses

Financial statements or a summary of income and expenses for the year.

Estimated tax payments

Dates and amounts of any federal estimated payments you made.

Home and property records

Form 1098 mortgage interest and property tax statements.

Rental property records

Rental income, expenses and purchase or improvement details.

Year-Round Planning

Tax Planning Beyond Filing Season

Liane gives clients guidance throughout the year, so decisions are made before the return is due, not after.

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Quarterly estimated taxes

Estimates calculated so self-employed owners avoid underpayment surprises.

Entity structure

Guidance on LLC, partnership and S corporation elections and when a change makes sense.

Depreciation

Equipment, vehicle and property purchases planned and depreciated correctly.

Retirement plan strategy

Retirement plan options that can reduce taxable income for owners.

How It Works

How Tax Preparation Works

Most returns are handled without an in-person meeting.

Step 1

Schedule a free consultation

Tell Liane which returns you need and what changed this year.

Step 2

Upload your documents

Share your tax documents securely online using your checklist.

Step 3

Preparation and review

Liane prepares your return and contacts you with any questions.

Step 4

Sign and file

You review and sign your return, and it is filed electronically.

FAQ

Tax Preparation Questions

Answers to the questions clients ask most before tax season.

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Which tax returns do you prepare?

We prepare federal individual returns (Form 1040), partnership returns (Form 1065), S corporation returns (Form 1120-S) and C corporation returns (Form 1120), plus state returns and additional schedules.

Do I need to file a Texas income tax return?

No. Texas does not have a personal income tax. You may still need a return for another state if you earned income there, and most Texas LLCs and corporations file an annual franchise tax report.

Can you prepare both my business and personal returns?

Yes. Many clients have us prepare their business return and their individual return together, so the K-1 and personal return match.

Do returning clients get priority?

Yes. Returning tax clients receive priority scheduling and early access to appointments.

Do you help with tax planning during the year?

Yes. We help with quarterly estimated taxes, entity structure, depreciation and retirement plan strategy.

Do I need to meet in person?

No. Documents are shared securely online, and meetings happen by phone or video.

Service Areas

Serving San Antonio, Helotes and Nearby Communities

Profits & Ledgers is based in San Antonio and works with clients remotely. Clients share documents securely online and meet with Liane by phone or video.

San Antonio
Bookkeeping · Tax Preparation

Helotes
Bookkeeping · Tax Preparation

Leon Valley
Bookkeeping · Tax Preparation

Alamo Heights
Bookkeeping · Tax Preparation

Castle Hills
Bookkeeping · Tax Preparation

Shavano Park
Bookkeeping · Tax Preparation

Hollywood Park
Bookkeeping · Tax Preparation

Balcones Heights
Bookkeeping · Tax Preparation

Terrell Hills
Bookkeeping · Tax Preparation

Olmos Park
Bookkeeping · Tax Preparation

Kirby
Bookkeeping · Tax Preparation

Converse
Bookkeeping · Tax Preparation