Simmons & Associates of North Texas, PLLC  has provided income tax, accounting, business services, and asset planning services to clients for over 30 years. We are based in Arlington and Southlake, Texas and serve clients in  Arlington, Fort Worth, Southlake, Grapevine, and Dallas. As seasoned CPAs, we know that you are looking for EXPERIENCE in the professional advisors that you depend upon to help you  progress through the various stages of your financial life. We seek to blend our personal attention into our accounting,  tax and financial services. We have the expertise to answer your specific needs. We serve clients in the DFW Metroplex including Tarrant, Dallas, Denton and Johnson Counties.

Income Tax

Individual Tax Returns
Corporate Tax Returns
Foreign Income Returns
Out-of-State Tax Returns
Partnership Tax Returns
Past Due Returns
State Franchise Tax Returns
Income Tax Audits
Representation Before the IRS
Tax Planning & Advice

 Accounting

Bookkeeping & Accounting
Accounting Software Support
Construction Accounting
Support for Your Accounting Staff
Outsourcing Your Accounting
Payroll Support
QuickBooks Support & Training
Special Financial Reports
Real Estate Accounting 
IRS Payroll Tax Problems

Business Services

Bank & SBA Loan Assistance
Business Acquisitions / Sales
Computer Hosting
Controller Services
Entity Selection
Financial Forecasts
Lease Versus Buy Decisions
Organizational Structuring
Real Estate Analysis
Web-based Accounting

Asset Planning Services

Asset Protection Planning
Business Succession Plans

Estate Structuring
Family Limited Partnerships
Gifting to Children
Insurance Planning
Investment Planning
Ownership Planning
Retirement Planning
Wealth Preservation

TAX PREPARATION & PLANNING

Income taxes are central to planning for Businesses and Individuals, regardless of age, income, or wealth. We have provided tax and accounting services to clients for over 30 years, and pride ourselves on helping you MAXIMIZE TAX SAVINGS, both short-term and long-term. Business owners generally have  more complex tax situations and require more significant planning to coordinate the impact of decisions on both business and individual taxes.  We stay abreast of the ever changing tax laws at the federal and state levels. We use the best online tax research materials, and we use the best tax preparation systems to help  give you focused answers and more efficient service. Whether you are an individual in need of  our experience, or whether you own Family Limited Partnerships, Limited Liability Companies, Corporations, or Trusts (or all of these), we can help with your tax planning and tax preparation needs. We can provide IRS tax help with income taxes, payroll taxes, or other tax issues.

BUSINESS ACCOUNTING

The tedious tasks involved in maintaining accurate bookkeeping and generating financial statements for your business is most often the area that gets the least attention, until time catches up at year end and correct information is needed for preparation of tax returns. We can maintain your business accounting, whether you need monthly financial statements, quarterly financial statements, or just annual financial statements. If your books are a mess, we can help you clean them up. We can support your staff on accounting issues on a ongoing basis. We can provide tax help as needed. Whatever software program you use, we can help keep the accounting balances correct so that accurate financial statements can be generated when needed. Accurate financial statements provide the basis for ongoing tax planning and tax savings.

QUICKBOOKS SERVICES

QuickBooks is the most used small business accounting program. Many of our clients use QuickBooks and frequently need help in how to handle specific transactions or how to correct errors that have been made. QuickBooks is touted as a simple to use program, but a certain level of accounting knowledge is required to use and update financial transactions and balances. We can support your staff and tune up your QuickBooks system to keep your records accurate.

BUSINESS SERVICES

Small and large businesses need help from their professional advisors in analyzing and making decisions on multiple financial and business issues that arise from time to time. We can help in banking relationships and bank loan acquisition. We can advise you on the sale of your business or acquisition of another. We can assist in lease versus buy decisions, real estate investment decisions, employee screening and hiring issues, selection of the best organization structure, computer software selection, and many other business issues that frequently face the business owner. Our experience helps us guide you in the right direction.

ASSET PLANNING SERVICES

Planning and managing your tax, financial and accounting activity during the stages of your financial life is a difficult and challenging journey. Knowing the combination of income tax issues, legal issues, local and federal regulatory issues, and  estate planning issues, requires guidance from your professional advisors, particularly your CPA. We approach the task of guiding you by first understanding what your goals are, analyzing your current situation, and providing recommendations that fit into a structured plan for your future. Protecting your assets involves a combination of adequate insurance, proper entity structuring, and proper segregation of assets into risk categories. We often recommend a combination of trusts, family limited partnerships, and limited liability companies to achieve proper asset protection and estate tax planning. Every situation is different and requires specific understanding of your situation to achieve your goals. We can help you focus on actions to take to preserve the wealth you have accumulated.

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