Tax Preparation & Planning
Individual, corporate, partnership, S corporation, estate, and trust tax preparation—plus year-round planning.
Explore Tax Preparation & Planning →Bring your tax questions, accounting backlog, or financial reporting needs to a CPA. We help Southlake individuals and business owners organize their records, understand their numbers, and plan their next steps. Consultations at our Southlake office are by appointment.
From getting your books in order to navigating tax questions and making informed business decisions, we provide the expertise you need at every stage.
Individual, corporate, partnership, S corporation, estate, and trust tax preparation—plus year-round planning.
Explore Tax Preparation & Planning →Transaction review, account reconciliation, financial statements, and reliable ongoing accounting support.
Explore Monthly Accounting & Bookkeeping →Financial oversight, cash-flow planning, reporting improvements, and decision support without a full-time hire.
Explore Fractional Controller Services →QuickBooks Online and Desktop setup, accounting cleanup, workflow improvements, and one-on-one support.
Assistance with IRS notices, past-due returns, payment arrangements, penalty relief, and tax compliance questions.
Business formation guidance, management reporting, financial systems, and enterprise accounting process support.
Howard Terrell, CPA, works with Southlake clients on individual and business returns, monthly accounting, IRS correspondence, and financial oversight. Start with a defined question or a broader accounting need; we establish the records required, responsibilities, deliverables, and fees before work begins.
We begin by understanding what you need, then develop a practical scope of services and a path forward.
Book an initial consultation to outline your tax, accounting, or advisory needs.
We review available records, clarify responsibilities, and establish the scope and fees before work begins.
Receive focused analysis, reliable deliverables, and guidance tailored to your situation.
Our Southlake client portal is designed to connect you to secure document exchange, organized files, and communications with our office through a dedicated Southlake client system.
This independent Southlake portal remains in setup mode until hosting, MFA, and private storage have been activated and tested. Do not upload confidential information through ordinary website forms.
Meetings are by appointment at 1560 E. Southlake Boulevard, Suite 100, Southlake, TX 76092. Contact the office to confirm availability before visiting.
Tell us which service you need, the tax year or accounting period involved, and any deadline. We will discuss scope, fees, and the records required. Please leave confidential documents out of ordinary email.
Yes. We provide setup, cleanup and workflow support. Describe your current accounting system and the last period reconciled when requesting a consultation.
No. The Southlake portal is still being configured. Contact the office for current secure document-delivery instructions.
Southlake consultations are available by appointment. Please contact us to confirm availability, scope, and fees.
Request a Southlake appointment for tax preparation, monthly accounting, QuickBooks assistance, or business advisory services.