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Best Tax Accountant in Dallas: How to Find the Right Fit for You

  • Writer: DM Monticello
    DM Monticello
  • Jun 10
  • 6 min read

Choosing the best tax accountant in Dallas isn’t just about finding someone who can file your taxes. It’s about finding a trusted advisor who understands your financial landscape, helps you plan strategically, and ensures you stay compliant with ever-changing regulations. Whether you're a business owner, freelancer, investor, or salaried professional, the right accountant can save you time, money, and stress.

This guide walks you through what to look for in a Dallas-based tax accountant, where to find highly rated professionals, and how to make an informed decision.



Why Hire a Tax Accountant in Dallas?

Dallas is home to a dynamic mix of small businesses, real estate investors, freelancers, and high-income earners. This diversity brings complex tax needs—from multi-state filings and self-employment income to entity structuring and IRS representation.

Hiring a qualified tax accountant can help you:

  • Reduce tax liability legally through deductions and credits

  • Avoid errors and penalties from incorrect filings

  • Receive year-round financial planning support

  • Respond effectively to audits or IRS notices

  • Save time and focus on growing your business or career



What Makes a Great Tax Accountant?

The best tax accountants in Dallas share several key traits:

1. Licensure and Experience

Top professionals hold designations like:

  • CPA (Certified Public Accountant) – licensed and regulated by the Texas State Board of Public Accountancy

  • EA (Enrolled Agent) – federally authorized to represent clients before the IRS

  • Tax Attorney – legally trained in tax law and compliance

Experience also matters. Look for accountants with proven expertise in your income type or industry—such as real estate, e-commerce, or professional services.

2. Clear, Transparent Pricing

Avoid preparers who base their fees on your refund size or make vague promises. The best tax accountants:

  • Provide upfront pricing

  • Offer service tiers (e.g., personal filing, business filing, planning sessions)

  • Outline what’s included: filing, state returns, quarterly payments, audit support

3. Strong Client Communication

You shouldn’t have to wait days to get your questions answered. Top-rated accountants offer:

  • Responsive communication, even outside of tax season

  • Secure document sharing via portals or encrypted email

  • Scheduled check-ins for tax planning and updates

4. Positive Reputation

Look for consistent, high ratings on:

  • Google Reviews

  • Yelp

  • Expertise.com

  • Thumbtack

  • BBB (Better Business Bureau)

A strong reputation indicates reliability, professionalism, and client satisfaction.



Top-Rated Tax Accountants in Dallas

Here are some of the most recommended local firms, based on reviews and expert curation:

1. AG Freideman, CPA

Specializes in tax preparation, bookkeeping, and payroll. AG Freideman has over 30 years of experience and consistently receives praise for business-focused service and timely filings.

2. Dimov Tax Specialists

This full-service firm is known for handling complex personal and business returns, payroll, audit representation, and even forensic accounting. They also offer nationwide remote services.

3. Ana Garza Tax Services

A Yelp favorite in the Dallas community, Ana Garza is known for clear explanations, accessible service, and personalized filing support for individuals and small businesses.

4. Nancy K. Phillips, PC

Nancy is highly rated for her attention to detail and calm, professional guidance—especially for clients with multiple income sources or late filings.

5. EasyBooks & Taxes, PLLC

Featured on Thumbtack, this firm receives excellent reviews for responsiveness, transparent pricing, and helpful tax-saving advice.

6. 1-800Accountant (Dallas Branch)

While a national firm, they offer strong local support and digital tools. Great for those who want virtual service but still value CPA-level guidance.



Services You Should Expect

Here’s what the best Dallas tax accountants typically offer:

  • 1040 Federal and Texas state tax filings

  • Schedule C / small business returns

  • S-Corp and partnership filings

  • Estimated tax planning for self-employed individuals

  • Multi-state or remote work tax guidance

  • Amended returns

  • IRS audit representation

  • Entity formation and tax strategy

  • Year-round bookkeeping and payroll add-ons



What to Prepare for Your Consultation

To get the most out of your initial consultation, bring or upload:

  • Prior year tax returns

  • W-2s, 1099s, or K-1 forms

  • Business income and expense records

  • Receipts for deductions (charity, mortgage, tuition, medical)

  • Estimated tax payments made during the year

  • Questions about your current tax situation or goals

Having this information ready helps the accountant provide accurate advice and identify tax-saving opportunities quickly.

How Much Does a Tax Accountant in Dallas Cost?

Prices vary depending on the complexity of your tax return, business needs, and the professional’s experience. Here’s a general guide to pricing in Dallas:

Service Type

Average Fee

Simple 1040 with W-2s only

$150–$300

1040 with Schedule C (freelancers/self-employed)

$300–$600

Business returns (LLC/S-corp)

$800–$2,000

Multi-state or complex filings

$1,000–$3,500

Audit defense representation

$150–$300/hour

Bookkeeping add-on (monthly)

$300–$1,000/month

Most reputable tax professionals offer transparent pricing during your initial consultation, and many provide value-added packages with year-round support.



Interview Questions to Ask Before Hiring

Before committing, here are some smart questions to ask any prospective tax accountant:

  1. Are you a CPA, EA, or registered tax preparer?

  2. How many clients like me do you serve?

  3. What services are included in your fee?

  4. Do you offer audit support or tax notice response?

  5. How do we securely share documents?

  6. Can I contact you outside of tax season for planning?

  7. What accounting software or tools do you use?

  8. Can you help me reduce my taxes through planning or restructuring?

These questions will help you assess whether they’re proactive, organized, and a good long-term fit.



Red Flags to Watch Out For

The IRS and tax professionals recommend avoiding preparers who:

  • Promise “guaranteed” high refunds

  • Don’t ask for documentation or proof of expenses

  • Base their fee on a percentage of your refund

  • Refuse to sign your return or provide their PTIN (Preparer Tax Identification Number)

  • Lack secure digital infrastructure (no portal, use of personal email, etc.)

Choose a tax professional who follows proper procedures, values compliance, and prioritizes your long-term financial health.



When to Hire a Tax Accountant

While software like TurboTax or H&R Block may be enough for very simple returns, here’s when you should hire a professional:

  • You’re self-employed or own a small business

  • You earn income in multiple states

  • You bought/sold real estate or cryptocurrency

  • You have rental income or passive investments

  • You want to create an LLC, S-corp, or other business entity

  • You received an IRS notice or are undergoing an audit

  • You want help with tax planning and estimated payments

In Dallas, where both high-income earners and small businesses are thriving, many residents benefit from working with a CPA or tax advisor all year, not just during tax season.



Comparison Table: Top Dallas Tax Accountants

Firm

Services

Best For

Highlights

AG Freideman, CPA

Tax, bookkeeping, payroll

Small businesses, contractors

30+ years of experience

Dimov Tax Specialists

Tax prep, audit support, forensic

Complex personal/business taxes

Highly rated nationally

Ana Garza Tax Services

Individual tax prep

Local, one-on-one service

Trusted by Dallas residents

Nancy K. Phillips, PC

Individual and small biz tax

Multi-income filers

Personal attention and clarity

EasyBooks & Taxes, PLLC

Tax, bookkeeping

Startups, remote workers

Fast turnaround and tech-enabled

1-800Accountant (Dallas)

Full-service remote CPA

Digital-first users, remote teams

Year-round support, virtual CPA access

Use this table to compare local pros based on your specific situation and expectations.



Final Thoughts: Making the Right Choice

Choosing the best tax accountant in Dallas is not about the lowest price—it’s about expertise, accessibility, and peace of mind. Whether you’re launching a startup, managing rental properties, or just trying to stay ahead of IRS deadlines, the right accountant will save you more than just taxes.

Look for someone who listens well, explains clearly, and supports you all year. Many firms offer free consultations—don’t hesitate to talk to a few before deciding.



What Makes Dallas a Unique Market for Tax Professionals?

Dallas isn’t just another big city—it’s a thriving financial and business hub with unique tax needs that shape what locals expect from their accountants.

1. High Volume of Entrepreneurs and Freelancers

Dallas is ranked among the top U.S. cities for small business growth. Many professionals operate as sole proprietors, LLCs, or independent contractors. This creates a strong demand for tax accountants who specialize in:

  • Schedule C filings

  • Self-employment tax planning

  • Quarterly estimated payments

  • Business deductions and expense tracking

2. Multi-State and Remote Work Considerations

With Texas being income-tax-free, many Dallas-based professionals also earn income in other states or work remotely for out-of-state employers. This raises questions around:

  • Nexus and state filing obligations

  • Remote worker tax treatment

  • Domicile and residency rules

Tax accountants in Dallas must stay up to date on evolving multi-state regulations to serve this population accurately.

3. Real Estate and Oil Income

Real estate investments and oil-related income are common in the region. Local CPAs often have specific experience with:

  • 1031 exchanges

  • Passive activity loss rules

  • Depreciation schedules

  • K-1 reporting from real estate partnerships

Choosing an accountant familiar with local investment norms can result in smarter tax strategies.



Why Year-Round Tax Support Matters

Many individuals wait until tax season to speak with a professional—but by then, it’s often too late to implement proactive tax-saving strategies. Working with a Dallas-based tax accountant year-round gives you access to timely advice on estimated payments, entity structuring, retirement contributions, and more. You can also catch red flags early, avoid underpayment penalties, and stay prepared in case of audits or IRS notices. The best tax accountants in Dallas act as partners—not just preparers.



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