Plano TX Frisco TX Enrolled Agent, IRS Tax Help and Bookkeeping Services | Chartered Financial Strategies, LLC

Welcome to Chartered Financial Strategies, LLC located in Plano, TX, servicing the surrounding cities of Frisco, TX, Allen, TX, McKinney, TX, Lewisvlle, TX, Carrollton, TX and all througout the Dallas/Fort Worth Metroplex.  As enrolled agents, we offer tax preparation, bookkeeping services, and IRS Tax Representation Services (IRS tax help). 

Tax Preparation

Tax preparation has become more complex over the recent years. Congress has passed numerous tax laws creating tax benefits for individuals and small businesses. However, claiming these benefits, whether on your individual or business tax return, requires detail knowledge of the tax laws as well as the IRS forms and procedures. Additionally, tax preparation errors are one of the most common causes of IRS Audits, which are increasing. Having a professional prepare your tax return can provide you the assurance that your tax preparation needs have been met. Chartered Financial Strategies, LLC provides all types of tax preparation services for individuals, corporations, partnerships, non-profits and trust, at very reasonable prices.

Bookkeeping Services

Business owners have significantly more complex books and records to maintain than most individuals. Your time is best spent growing your business, not in the time consuming details of updating your accounting systems. Chartered Financial Strategies, LLCÂ’s bookkeeping services can help you identify banking relationships that work for you, develop an efficient bookkeeping system, reconcile your various bank and credit accounts, and provide monthly financial statements. We provide all of this at very reasonable prices.

IRS Tax Representation Services

Taxpayers can have many different IRS tax problems requiring professional tax help. Chartered Financial Strategies, LLC offers a wide range of tax representation services that provide the tax relief you need. Whether you are under an IRS audit, are behind on filing prior tax returns, or received one of the many IRS notices, we understand the tax law and IRS administrative process to get you the tax relief you deserve.

Also, payroll tax problems can be one of the most burdensome tax issues for a small business.  Timely and proper resolution of IRS payroll tax disputes is critical to ensuring a small business can quickly return to financial health.  At Chartered Financial Services, we can help your small business resolve IRS payroll tax issues.

Additionally, we have experience helping those with a tax lien, tax levy, or other collection methods used by the IRS; getting you the professional tax help needed. So whether you are an individual, corporation, partnership, or non-profit; we can provide you with the tax representation services needed to resolve your IRS tax dispute.

Plano TX Enrolled Agent




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