Tax Preparation Services

At Virtus Tax Strategies, we pride ourselves on providing valuable, personalized tax preparation services.

Our Services Include:

  • Individual Returns

  • State Tax Returns

  • S- and C- Corporation Returns

  • Partnership Returns

  • Self-Employed Returns for LLCs and Contract Employees

  • Estate, Trust and Gift Tax Returns

  • Payroll Returns and Reporting

  • Amended and Past Due Tax Returns

  • Tax Representation and Resolution

Southlake Statue Family Tax Preparation Services

Our Process:

  1. Initial Consultation and Document Collection

    We offer complementary consultations that can be done in-person, Zoom, or over the phone, whichever works best for you. Our private, encrypted, ad-free Client Portal complies with IRS security and privacy standards. You can confidently and conveniently send, receive, and store your tax documents all from the comfort of your home. During your complementary consultation, we will review which services best fit your needs, the estimated cost and timeline, as well as answer any questions you may have.

  2. Analysis and Preparation

    Our personalized approach allows us to ask the specific questions to clarify your circumstances and ensure accurate and optimal tax filings. We are experienced and skilled at identifying deductions and credits and helping you avoid costly penalties or common mistakes, potentially leading to tax savings.

  3. Review and Filing

    We review your tax returns together, in as much detail as you would like, to ensure understanding and accuracy. We e-file your tax returns for faster and more accurate results.

  4. Post-Filing Support

    With an Enrolled Agent, you gain a partner for the long term. We provide year-round, proactive tax planning and advice, helping you make informed decisions throughout the year and avoid any surprises during tax time.

Benefits Of Working With An Enrolled Agent:

  1. Expertise and Knowledge

    Enrolled Agents are required demonstrate extensive knowledge of tax law and ethics by passing rigorous examinations and completing ongoing continuous education. Only Enrolled Agents are required to demonstrate to the IRS their competence in all areas of taxation, representation and ethics before they are given unlimited representation rights before IRS. Unlike attorneys and CPA’s, who are state licensed and who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. We are here to help you maximize your tax savings and ensure accuracy and compliance with ever-changing tax codes and regulations.

  2. Save You Time and Stress

    Tax return preparation can be stressful and time consuming, especially in complex situations or in the event of an audit. We can handle the intricacies of your tax return allowing you the time to focus on what matters most to you. As we are held to high education and ethical standards, you can feel confident that your taxes are in capable, dedicated hands.

  3. A Trusted Partner

    As enrolled agents, we are your trusted advisors, valued representatives, and reliable partners. We are here for you year-round. If you have questions, we are here to answer them. If you are contemplating a big change or new venture, we are here to help you plan and make informed decisions. We believe in being proactive, looking at the big picture and next steps, and ultimately maximizing the efficiency of your wealth.

Get Started Today.

Contact us now to schedule your complemntary consultation with our Enrolled Agent, Prestyn.

ptillotson@virtustax.com
(817) 778-8270

2535 E Southlake Blvd., Ste. 100
Southlake, Texas 76092