Organizado · Al día · Ahorre en impuestos
Bookkeeping Services for Small Businesses in Dallas, TX
At APEX Income Tax & Multiservice, our bookkeeping solutions keep your business finances accurate, up to date and ready for tax season. Bank reconciliations, transaction categorization, Profit & Loss statements and Balance Sheets, catch-up bookkeeping and year-end preparation, handled by a local Oak Cliff team in English or Spanish.
Monthly bookkeeping starting at $99 per month.
¿Prefiere español? Ver esta página en español →
From $99/month
Priced by complexity and volume
Monthly updates
Weekly or quarterly also available
Catch-up specialists
Months or years behind
Bilingual
English & Español, every step
What’s Included in Our Bookkeeping Services?
Everything a small business needs to keep clean books all year and walk into tax season ready.
Bank Reconciliations
We reconcile your bank accounts to ensure every transaction matches your records. This process keeps your books accurate, prevents errors and provides a clear picture of your business’s cash flow. Accurate reconciliations also help you avoid overdrafts, duplicate charges or missed entries.
Transaction Categorization
We organize your income and expenses into the right categories, giving you accurate financial records. Proper categorization helps maximize deductions, simplifies tax filing and ensures your Profit & Loss reflects the true health of your business.
Financial Reporting
We prepare professional Profit & Loss statements and Balance Sheets so you always know where your business stands. With clear financial reporting, you can track growth, manage expenses and make informed decisions while staying ready for tax filing or lenders.
Catch-Up Bookkeeping & Special Projects
Fallen behind or dealing with messy records? We bring your books current and clean up inaccuracies so you’re ready for tax filing, audits or year-end reporting. Whether it’s months or years of catch-up work or one-time special projects, we make sure your records are accurate, compliant and give you peace of mind.
Tax Planning Support
Accurate bookkeeping fuels smart tax planning. We help you use your financial data to minimize tax liability, identify savings opportunities and stay ahead of deadlines, so you keep more of what your business earns.
Year-End Preparation
Our team gets your books ready for year-end reporting and tax deadlines. We review all records, reconcile accounts and ensure everything is accurate, helping you avoid costly errors and file with confidence.
Behind on your books? Schedule a consultation and we’ll give you a clear plan and price.
Who We Help
We work with Dallas-area small businesses and self-employed owners who want accurate books without doing it themselves.
LLCs & sole proprietors
Keep business and personal spending separate and your records ready for your business tax return.
Self-employed & 1099 contractors
Track income and deductible expenses all year instead of rebuilding them in April.
Growing small businesses
Get monthly financial statements to manage cash flow, pricing and hiring decisions.
Owners who are behind
Months or years of catch-up work, cleaned up and reconciled before your filing deadline.
Bookkeeping Pricing
Simple, transparent starting prices. Your final monthly price depends on the complexity of your business and the number of accounts and transactions, and we confirm it before any work begins.
Monthly bookkeeping
$99/month
Starting price
- Bank reconciliations
- Transaction categorization
- Profit & Loss statement and Balance Sheet
- Monthly updates (weekly or quarterly available)
Catch-up & special projects
Discounted rates
Quoted after a review of your records
- Months or years of past-due books
- Cleanup of inaccurate records
- Ready for tax filing, audits or year-end
Year-end & tax support
Tax-ready books
Coordinated with your tax return
- Year-end review and reconciliation
- Tax planning support
- Hand-off to our business tax filing team
Get your exact monthly price. Schedule a consultation today.
Why Bookkeeping Matters
The IRS says good records help you:
- Monitor the progress of your business
- Prepare your financial statements
- Identify sources of your income
- Keep track of your deductible expenses
- Keep track of your basis in property
- Prepare your tax return
- Support items reported on your tax returns
Source: IRS, “Why should I keep records?”
Bookkeeping
Accurate bookkeeping is essential for every small business. We keep your financial records organized, up to date and error-free so you always know where your business stands. From reconciliations to reporting, our bookkeeping services give you clarity and confidence, freeing you to focus on growth while we keep your business compliant and tax-ready.
Tax Planning
We offer proactive tax planning designed to save your business money. We identify opportunities for deductions, credits and smart strategies tailored to your goals, helping minimize your tax burden, improve cash flow and position your company for long-term financial success.
Business Consulting
Our business consulting helps you make informed financial decisions and achieve sustainable growth. We analyze your business, identify opportunities and challenges, and develop a customized strategy so you can run your business with confidence.
Tax Preparation
We provide complete tax preparation for small businesses. Every form is accurate, filed on time and compliant with IRS and state requirements, and we work with you to identify deductions and reduce tax liability while avoiding costly errors or penalties.
How It Works
1
Consultation
We review your business, accounts and records and confirm your monthly price.
2
Set up & catch up
We collect your statements securely and bring any past-due months current.
3
Monthly bookkeeping
Reconciliations, categorization and your Profit & Loss and Balance Sheet, every month.
4
Tax-ready at year-end
Year-end review and tax planning, ready for your business tax return.
How Long Should You Keep Business Records?
Clean books make these rules easy to follow. The IRS generally says to keep records that support your return for:
3 years
In most cases, from the date you filed your return.
4 years
Employment tax records, after the tax is due or paid, whichever is later.
6 years
If you did not report income that is more than 25% of the gross income shown on your return.
7 years
If you claim a loss from worthless securities or a bad debt deduction.
Keep property records until the period of limitations expires for the year you dispose of the property. Keep records indefinitely if a return was not filed. Source: IRS, “How long should I keep records?”
Last Call for Tax Savings
Finish your bookkeeping before the year closes so you can see your numbers, plan ahead and capture the year-end deductions you qualify for.
Bookkeeping Frequently Asked Questions
Please reach us at info@apexincometax.com or (972) 803-6207 if you cannot find an answer to your question.
Do I have to mail my passport to the IRS?
No. As a Certifying Acceptance Agent, we verify your original documents in our office and certify them. You keep your passport.
How do I apply for an ITIN?
You submit Form W-7 with your federal tax return and supporting identity documents. We prepare and review everything, certify your documents, and submit the package.
How much does it cost?
Your ITIN application is prepared at no additional charge when you file your tax return with APEX. You can also file Form W-7 directly with the IRS at no cost.
How long does it take to get an ITIN?
The IRS says to allow 7 weeks, or 9 to 11 weeks during tax season (January 15 to April 30) or if you apply from overseas.
Why do ITIN applications get rejected?
Most often for missing or incorrect documents, a missing tax return, or an expired ITIN that was not renewed. Reviewing everything before submission prevents most of these.
Do I need to renew my ITIN?
If it has not been used on a federal tax return at least once in three consecutive years, it has expired and must be renewed before you file.
Is an ITIN the same as a Social Security number?
No. An ITIN is a tax processing number only. It does not provide Social Security benefits, work authorization or immigration status, and it is used only for federal tax purposes.
Can I get an ITIN without filing a tax return?
Usually Form W-7 must be attached to a federal tax return. The IRS lists limited exceptions, such as certain third-party reporting situations. During your free review we check whether an exception applies to you.
Can you certify my children’s documents?
Yes, for passports and birth certificates. The IRS allows a Certifying Acceptance Agent to authenticate those two documents for dependents. Other dependent documents must be sent to the IRS or taken to an IRS Taxpayer Assistance Center, and we tell you which applies.
Can I open a bank account with an ITIN?
Many banks and credit unions accept an ITIN to open checking or savings accounts, but each bank sets its own rules. Ask your bank what it requires.
What happens if I file with an expired ITIN?
The IRS will still process the return, but it can delay your refund and disallow certain credits until the ITIN is renewed. Renewing before you file avoids that delay.
Do you help in Spanish?
Yes. Our service is fully bilingual, and this page is also available in Spanish.
Explore More APEX Services
Business Tax Filing
Small business tax preparation in Dallas
LLC Formation
Start your Texas business the right way
Unfiled Tax Returns
Catch up on past-due returns
Tax Preparation
Individual and family returns
Bookkeeping consultation · Dallas & virtual
Schedule Your Bookkeeping Consultation
Pick a time that works for you. We review where your books stand, what you need each month and what it will cost, before any work begins.
✓ Monthly bookkeeping starting at $99 per month
✓ Discounted catch-up bookkeeping for months or years behind
✓ Profit & Loss and Balance Sheet you can use with lenders
✓ Bilingual service in English and Spanish
APEX Income Tax & Multiservice
2743 S. Hampton Rd, Suite A, Dallas, TX 75224
Office: (972) 803-6207 · WhatsApp: (877) 848-3119
Email: info@apexincometax.com
Important notice
APEX Income Tax & Multiservice LLC is a private, independent firm. We are not a government agency and are not affiliated with the IRS, the Texas Secretary of State or the Texas Comptroller. ITINs (Form W-7) and business registrations are available directly from the government at little or no cost at irs.gov and sos.texas.gov; you are not required to use a paid service. Our fees cover professional preparation and submission help only, and government fees are separate. We cannot guarantee approval or processing times and do not give legal or immigration advice. Questions: info@apexincometax.com.