Tax Services near San Antonio TX

Every year, no matter what happens, tax season rolls around. There’s nothing we can do to avoid it, but we can make it less stressful. At Adam Valdez CPA PLLC, our team of tax professionals provides the best tax preparation services San Antonio has to offer.

Our professional accountants will correctly prepare and file your taxes on time so that you don’t need to bear the stress of this alone. For tax preparation services in San Antonio, contact us today.

Adam Valdez CPA PLLC is a family-owned and operated accounting business in San Antonio that focuses on individual and small business tax services. Offering everything from small business consulting, bookkeeping, estate planning, and individual and business tax preparation, we have the services you need for every aspect of your financial and tax situation. No matter what you’re preparing for, we have you covered.

Tax services we offer

At Adam Valdez CPA PLLC we offer multiple services to help you with all aspects of your taxes.

Tax planning:

Planning for your taxes can be confusing and daunting, especially if you are trying to set yourself up for success and aren’t sure where to start. We can help you maximize your return, understand what you need to anticipate come tax time, and how to best prepare yourself.

Tax preparation:

Tax preparation is time-consuming and sometimes a downright pain. If you want to free up some time and stress in your life, consider having someone else prepare and file your taxes for you. We know that is one of the most stressful times of the year, and we want to make sure you have the peace of mind to know it’s done right and on time.

Tax consulting:

Preparing for tax season and making sure you’re doing everything you need to do to optimize your tax returns and your financial situation can be tedious and not always clear. If you want to maximize your potential and prepare for your specific situation, talk to one of our expert accountants at Adam Valdez CPA PLLC. We will help set you up for success.

Who do we do taxes for?

Whether you need someone to help with your small business financials or your individual tax return like income tax services San Antonio Texas, we can help you. Talk to Adam Valdez CPA PLLC today about how we can maximize your return and prepare you for whatever might come your way.

  • Individuals
  • Small businesses
  • Estates

Regardless of whether you are an individual or a small business, we will help you plan, prepare, and file your taxes.

How does tax preparation work?

When we do your taxes for you, one of our expert accountants will prepare them, double-check them with other members of our team, and electronically file them for you. After an initial consultation, we will gather all the necessary forms and statements to prepare your taxes.

Throughout this process, our accountants will be available to you to answer any questions and talk about the progress of your return. At no point in this process do we want you to feel stressed, unsure, or unaware about what is happening. Transparency is one of our top priorities.

At Adam Valdez CPA PLLC, we want your taxes to be as easy to understand as possible. We will work with you to help you understand your finances, improve your situation, and clearly understand the nuance of your taxes.

What do I need to give my tax preparer?

  • Federal & state forms: W2, 1099, K1, etc.
  • Copy of your valid ID
  • Copy of your most recent tax returns
  • Financial statements
  • Proof of expenses for deductions
  • Anything else necessary or requested by your accountant

Always talk to your accountant at Adam Valdez CPA PLLC about the specific forms you need since you may require different, more nuanced forms and statements. If you are unsure about anything during this process or throughout the year, call your San Antonio accountant.

Why have someone else do my taxes for me?

  • When you hire a professional accountant to do your taxes, you can rest assured knowing that your taxes are done correctly, in a timely manner, and without any stress of having to do it yourself. You have more important things to take care of. We’ll take care of you.
  • You have a built-in advocate. When we prepare and file your taxes for you, we know that we are doing it right. We know that getting audited isn’t remarkably likely to happen, but if it does, we will stand beside you and behind all our work. When you work with our team at Adam Valdez CPA PLLC, you have a team of expert professional accountants who are your partner and advocate.
  • Transparency is essential when someone is doing this kind of work for you. You will know what we are doing at every step of the way, and we will always answer any questions you have about your taxes, why we’re doing certain things, and how you can optimize your returns for the future. We will always be transparent with you when it comes to your taxes and your finances.
  • Your taxes will be done right. Have you ever had to send something back to the IRS or clarify something after you filed your taxes? Those days are over. Your taxes will be done the right way the first time.
  • You’ll get your maximum refund. We know the ins and outs of tax laws and know how to make sure you get the maximum possible refund. You work hard for your money, and we will help you keep as much of it for yourself as possible.

Choosing an accountant

When it comes to choosing the right accountant to prepare your taxes for you, you should always choose someone you trust, connect with, and can develop a long-term relationship with. Whether your taxes are complicated or simple and straight-forward, finding someone you trust is essential.

Your accountant knows the ins and outs of your finances and can help you plan for your future, set yourself up for success, and walk you through navigating fiscal pitfalls. You should take the time to find an accountant who you can depend on and trust completely.

At Adam Valdez CPA PLLC, we offer consultations to make sure that we are the right fit for you. We understand how important it is to have an accountant who you really trust and know is on your side. During our consultation, we will get to know you personally and understand your situation. When you work with Adam Valdez CPA PLLC, we are your partner and your advocate.

Other tax services

Need more accounting services to make sure you’re getting the most out of your tax and business situation? To complement tax preparation services, we offer several individual and business accounting services to meet all your needs.

If you need any accounting services, don’t wait to get on the right track and set yourself up for success.

 

The best tax services San Antonio, TX has to offer!

 

At Adam Valdez CPA PLLC, we are proud to offer the best affordable tax services San Antonio has to offer. Our dedicated team of experts will professionally prepare and file your taxes so that you don’t have to. Take the stress out of tax season and focus on the other most important things in your life!

As a family business, we understand and appreciate the power of human connection and reliability. We are not only dedicated to providing the best tax preparation services San Antonio has to offer but also to standing behind all our clients, nurturing long-term relationships, and keeping you at the top of our list of priorities.

Want to make sure your taxes get done correctly, in time, and without stress? Call Adam Valdez CPA PLLC today to schedule your consultation!