Tax Preparation
By Insogna powered by Ledgerway
Get on-time tax preparation in San Antonio from a team of experienced tax strategy CPAs.
1099 taxes, S Corp, Partnership? We help business owners and individuals with year-round tax strategy planning, tax preparation and efficient tax filing with IRS e-File. Our flat rates are transparent and we prioritize communicating timely.
-
Team of Licensed CPAs
-
Top 3 Firm in Austin
-
Secure Mobile App
-
Flat-Rate Pricing
-
We File ASAP
Who We Help in San Antonio, TX
Individuals with stock options, creatives, and rental property investors in San Antonio (long-term and STR). We also help Estate and Trust filers, and business owners with 1099 income, S Corp, 1065 Partnership, or C Corp. Common clients include military families, healthcare professionals, and contractors.
Tax Preparation
By Insogna powered by Ledgerway
Tax Services
Get a Tax Prep QuoteTax Preparation & Filing
We proactively maximize deductions for 1040, 1120-S, 1065, 1120-C and 1041 tax returns and e-File for speed and accuracy.
1099 Taxes and Filing
Our team helps minimize taxes for freelancers and self-employed folks getting Form 1099.
S Corp Tax Filing
We assess reasonable W2 salary for owners to avoid overpaying payroll taxes. File 1120-S and tax strategize before year-end.
1065 Partnership Return
We'll confirm guaranteed payments versus distributions; Prepare K-1s for all partners with proper allocation and basis tracking.
C corp & Fiduciary
Our service integrates federal IRS filings with Texas franchise tax submissions, ensuring your business achieves comprehensive state and federal tax compliance.
Tax Strategy Planning
We watch the same TikTok videos too. But, is that TikTok'er signing your tax return and risking their professional liability? Let us help you avoid IRS audits.
Need Bookkeeping?
Half our team focuses strictly on proactive, real-time books using QuickBooks Online. Let us know how we can help!
Your Tax Preparation Process
1Discovery Call
We customize our tax preparation to you. Let’s connect and learn more about how we can maximize your tax strategies and goals.
2Documents and Agreements
We’ll send a templated email over with a secure link for you to upload prior-year returns and business documents. And then send out a tax agreement for your approval.
3Preparation & Review
One of our experienced US-based tax professionals will reach out with a welcome email to create your own TaxDome account where you’ll upload all of your tax documents securely into and answer questions digitally. They even have a native mobile app so you can do this on your couch.
4E-File Your Tax Return
After you’ve approved your return, our team will e-File and email you a confirmation letting you know everything was processed timely.
5Review Your Return With You
Once your return is completed, we’ll send for your approval. If you’d like to setup a video call to discuss in detail, just let our team know – they’re always happy to connect and make sure you have all of your questions answered.
6Have questions or need help throughout the year?
Our team is here all year long to help navigate your tax strategy planning and your general tax questions. Just reach out to us and let us know how we can help.
Frequently Asked Questions
Yes. Our professional tax software e-files returns in all 50 states and local jurisdictions for faster acknowledgment and to reduce paper filing errors.
We work with San Antonio business owners filing as sole proprietors (Schedule C), 1065 partnerships, C corporations (1120), and S corporations (1120-S). We provide clear estimates, year-round planning, and help with Texas Franchise Tax filings for eligible entities.
Yes. We file your Schedule C with your personal 1040. Based on your net profit, we may recommend an S corp tax election for your Texas LLC. We also set up simple quarterly estimated tax routines so cash flow stays steady.
Texas has no state personal income tax, so federal dates lead: 1120-S and 1065 returns are due March 15. 1040, 1120, and 1041 returns are due April 15. Quarterly estimates are typically due 4/15, 6/15, 9/15, and 1/15 of the next year. Texas Franchise Tax reports are due May 15 for most entities. Extensions extend filing, not payment.
Most San Antonio clients work with us online using a secure document portal, video calls, and e-signatures. After you approve the return, we e-file and send confirmations. It is fast, organized, and easy to track.