Tax Preparation & Planning
Individual, corporate, partnership, S corporation, estate, and trust tax preparation—plus year-round planning.
CPA-led tax preparation, business accounting, bookkeeping, and fractional Controller support for individuals and business owners throughout Dallas–Fort Worth and across the United States. Work with a Texas CPA remotely, or meet at our DeSoto office by appointment. Start with an email about what you need.
From getting your books in order to navigating tax questions and making informed business decisions, we provide the expertise you need at every stage.
Individual, corporate, partnership, S corporation, estate, and trust tax preparation—plus year-round planning.
Transaction review, account reconciliation, financial statements, and reliable ongoing accounting support.
Financial oversight, cash-flow planning, reporting improvements, and decision support without a full-time hire.
QuickBooks Online and Desktop setup, accounting cleanup, workflow improvements, and one-on-one support.
Assistance with IRS notices, past-due returns, payment arrangements, penalty relief, and tax compliance questions.
Business formation guidance, management reporting, financial systems, and enterprise accounting process support.
Whether you need an individual return prepared, a clearer set of books, or regular financial oversight, the first step can happen by email. Tell us about your needs and where you are located; we will confirm whether the firm can accept your engagement.
How remote services work ↗Service availability depends on your needs, the jurisdictions involved, and the firm's capacity. State-specific work is confirmed before acceptance.
Howard Terrell CPA Firm PLLC is a Texas-based practice for people who want a direct relationship with their CPA. You do not need to live near our office to inquire about tax preparation, accounting cleanup, monthly reporting, or financial oversight. We begin with your goals, confirm that we can handle the engagement, and agree on the scope and fees before work starts.
We begin by understanding what you need, then develop a practical scope of services and a path forward.
Tell us by email about your business or tax needs, your state, and your timeline. We will arrange the next step.
We review available records, clarify responsibilities, and establish the scope and fees before work begins.
Receive focused analysis, reliable deliverables, and guidance tailored to your situation.
Our client document portal is being prepared for local and remote clients. It is not accepting files yet. Contact the office for current secure document-delivery instructions.
This independent DeSoto portal remains in setup mode until hosting, MFA, and private storage have been activated and tested. Do not upload confidential information through ordinary website forms.
Local or out of state, start with an email. We will confirm service availability, scope, and fees for your situation.
Tell us where you are located and what help you need. Remote inquiries are welcome from across the U.S.; in-person meetings at our DeSoto office are by appointment.
Get tax preparation and business accounting support from our DeSoto office, with in-person meetings by appointment and remote collaboration for clients across the metroplex. We welcome inquiries from Dallas, Fort Worth, Arlington, Irving, Plano, Frisco, Grand Prairie, DeSoto, Southlake, and neighboring communities.
Outside North Texas? Many tax and accounting engagements can be coordinated remotely. Tell us your state, business locations, return types, and timeline so we can confirm service availability and agree on scope and fees.
Our other Texas location: Southlake CPA office.