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Bookkeeping & Tax Preparation · DFW, Texas

Your Books.
Your Taxes.
Done Right.

Full-service bookkeeping and federal tax preparation for small businesses across the Dallas-Fort Worth area. Clean books year-round and returns filed accurately — under one roof.

QuickBooks Online Certified IRS Registered Tax Preparer Fort Worth, TX Based GAAP Compliant
Why DFW Bookkeeper
Local
Fort Worth-based, serving all of DFW — in-person or fully remote
Complete
Bookkeeping and tax prep together — no juggling multiple providers
Scalable
Flat monthly pricing from sole proprietors to multi-entity businesses
QuickBooks Online Certified
What We Do

Bookkeeping & Tax Services

Everything your small business needs to stay financially organized and tax-ready — handled in one place, year-round.

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Accounts Payable & Receivable

Track what you owe and what you're owed. Invoice management, vendor payments, aging reports, and collections follow-up so nothing slips through the cracks.

AP / ARInvoicingAging Reports
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Bank & Credit Card Reconciliation

Monthly reconciliation of all accounts against bank and credit card statements — catching discrepancies, duplicate charges, and errors before they compound.

ReconciliationBank StatementsError Detection
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Financial Reporting

Monthly P&L statements, balance sheets, and cash flow reports for internal use — formatted clean and ready for your tax preparer at filing time.

P&LBalance SheetCash Flow
QuickBooks Online Setup & Cleanup

New to QuickBooks? We'll set it up right the first time. Behind on your books? We'll clean up months or years of backlog and get you current fast.

QuickBooks OnlineSetupCatchup
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Payroll Support

Payroll entry, expense categorization, and coordination with your payroll provider to keep records accurate and tax filings clean.

Payroll EntryExpense CodingTax Prep Support
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Forensic Account Review

Something doesn't add up? We dig into transaction history, identify mispostings, reclassify entries, and document findings for internal review or CPA handoff.

Forensic ReviewReclassificationAudit Support
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Individual Returns (Form 1040)

Federal and state income tax return preparation for individuals — including self-employed filers, freelancers, and sole proprietors with Schedule C income.

1040Schedule CSelf-Employed
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Business Returns (1065 / 1120-S)

Federal tax return preparation for partnerships, S-corporations, and LLCs. We work from your QuickBooks data for a seamless, accurate filing.

10651120-SLLC / Partnership
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Year-End Closing & 1099 Prep

Close out your books at year-end, reconcile everything for the prior year, and prepare 1099-NEC forms for contractors — so you go into tax season ready.

1099-NECYear-End CloseContractor Reporting
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Prior Year Returns

Behind on filing? We prepare prior year federal returns to get you current with the IRS — whether you're one year behind or several.

Back TaxesPrior YearIRS Compliance
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Tax Organizer & Document Review

We provide a structured organizer to gather your information efficiently, review documents for completeness, and flag anything that needs attention before filing.

Document ReviewTax OrganizerPre-Filing
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Bookkeeping + Tax Bundle

The most efficient option: let us handle your books all year and your returns at tax time. No translating your records for a third party — we already know your numbers.

Full-ServiceYear-RoundBest Value
Scope of Services

What We Handle —
And What We Don't

We're upfront about the scope of our services. Most small businesses never need what's in the right column — but when they do, we refer them to the right licensed professional.

We Handle This

Bookkeeping · Tax Preparation · Financial Reporting
  • Full-service bookkeeping — AP/AR, reconciliation, expense categorization
  • QuickBooks Online setup, cleanup, and ongoing monthly management
  • Internal financial statements — P&L, balance sheet, cash flow
  • Federal individual tax returns (Form 1040, Schedule C / E / F)
  • Federal business tax returns (Forms 1065, 1120-S)
  • Prior year returns and IRS filing compliance
  • 1099-NEC preparation and year-end closing
  • Payroll entry and expense coding
  • Forensic account review and transaction reclassification
  • Coordination and clean document handoff to your CPA or attorney

Outside Our Scope

Requires CPA License · EA Designation · or Legal Counsel
  • Audited, reviewed, or compiled financial statements under attestation
  • Any report expressing a formal professional opinion on financial statements
  • IRS representation in appeals, collections, or Tax Court proceedings
  • Formal written tax planning opinions or legal tax strategy advice
  • Services marketed under the title "CPA," "Licensed Accountant," or "Enrolled Agent"
  • Any service requiring a Texas CPA license or IRS Enrolled Agent designation

Disclosure: DFW Bookkeeper provides bookkeeping and tax preparation services. We are not a licensed CPA firm. Tax returns are prepared by an IRS-registered tax preparer (PTIN holder). We do not perform audits, issue attestation reports, or provide services requiring a Texas CPA license or Enrolled Agent designation. For matters that require a licensed CPA or EA — such as audited financial statements, IRS appeals, or formal tax opinions — we will refer you to an appropriate licensed professional at no additional charge.

Pricing

Simple, Transparent Pricing

No surprise bills. Flat monthly rates for bookkeeping based on transaction volume. Tax preparation priced per return. All bookkeeping plans include QuickBooks Online management and monthly financial statements.

Starter
Sole proprietors and new businesses with straightforward books.
$175
per month · up to 75 transactions
  • Bank & credit card reconciliation
  • Monthly P&L & balance sheet
  • Expense categorization
  • QuickBooks Online management
  • Email support
  • Payroll entry
  • Forensic review
Get Started →
Full-Service
Established businesses needing comprehensive bookkeeping, tax prep, and coordination.
Custom
based on volume & scope
  • Everything in Growth
  • Unlimited transactions
  • Forensic account review
  • Tax return preparation included
  • Multi-entity support
  • Year-end closing & 1099 prep
  • Dedicated account management
Contact for Pricing →
Tax Preparation — À La Carte
Individual Return (1040)Starting at $150
Schedule C Add-OnStarting at $75
Business Return (1065 / 1120-S)Starting at $300
Prior Year ReturnsContact for quote

All plans require a free 30-minute consultation. Bookkeeping prices may vary based on cleanup needed. QuickBooks Online subscription not included. Tax prep fees vary by complexity.

Process

How It Works

Getting started is straightforward. Most clients are up and running within one week.

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Free Consultation

We talk through your business, your current books situation, and what you need. No commitment — just clarity on whether we're a good fit.

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Proposal & Agreement

We send a clear proposal with scope, monthly rate, and a simple service agreement. No hidden fees, no auto-escalating contracts.

Setup & Access

You invite us to QuickBooks Online as an accountant user. We review existing data, clean up any issues, and establish your chart of accounts.

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Ongoing Service

Each month we reconcile accounts, categorize transactions, and deliver financial statements. At tax time, your books are already clean and ready to file.

Get In Touch

Let's Talk
About Your Books

Whether you need ongoing bookkeeping, a tax return prepared, or you're just trying to figure out where to start — reach out and we'll get back to you within one business day.

Free 30-minute consultation included for all new clients. No obligation, no pressure — just an honest conversation about your bookkeeping and tax needs.

Send a Message