Small Business Taxes & Catch‑Up Bookkeeping in Dallas, TX
Get caught up, stay compliant, and plan your business tax due with confidence.
Small Business Taxes & Catch‑Up Bookkeeping — Done Right
Behind on bookkeeping or unsure what you’ll owe? APEX Income Tax & Multiservice helps business owners get caught up, stay compliant, and plan their tax due with confidence.
Location line: Oak Cliff, Dallas | Virtual appointments available
Contact details: Call/Text: (972) 803‑6207
Address: 2743 S. Hampton Rd Suite A, Dallas, TX 75224
No pressure — just clear answers and a plan.
QUICK TRUST BAR
Choose the Support Your Business Needs
1
Catch‑Up Bookkeeping (Get Current Fast)
If your books are behind, we’ll clean them up so you can make decisions confidently and file accurately.
- Bank and credit card reconciliation
- Categorization and cleanup
- Monthly financials (Profit & Loss, Balance Sheet)
- Year‑end ready checklist
2
Business Tax Filing (LLC / S‑Corp / Partnership)
We prepare and file business tax returns with organized documentation and clear guidance.
- Business tax return preparation and filing
- K‑1 preparation (if applicable)
- Deduction review and compliance support
- Year‑end ready checklist
3
Know what you’ll owe before deadlines hit — so you can plan proactively.
Know what you’ll owe before deadlines hit — so you can plan proactively.
- Tax estimate review
- Quarterly guidance (if needed)
- Year‑end action plan
WHO WE HELP (Entity Types)
- Self-Employed / Schedule C (1099)
Freelancers, gig workers, Uber & Lyft independent contractors—get organized and reduce surprises.
- S-Corp (Form 1120-S)
Support for owners who need clean books and smart planning to stay compliant.
- Partnerships / Multi-Member LLCs (Form 1065)
Help with accurate reporting, K-1s, and clean documentation.
WHY APEX (Benefits)
- Get caught up without the stress
We create a clear checklist and help you organize what’s missing.
- Tax-ready books = better outcomes
Clean bookkeeping supports accurate filings and helps identify deductions.
- Clear communication
You’ll know what we need, what we’re doing, and what’s next.
- One team for books + taxes
Bookkeeping and tax filing working together saves time and confusion.
HOW IT WORKS (Simple Steps)
Book your consultation
1
We’ll identify what’s missing and the best next step.
Upload your documents
2
We’ll provide a secure, simple checklist and collection options.
We clean up + prepare filings
3
Catch-up bookkeeping and/or tax return preparation based on your needs.
Review + finalize
4
You approve, we finalize, and you move forward with clarity.
End of year is around the corner
If your business is generating $250K+, catch-up bookkeeping and tax planning can helpyou act before year-end deadlines. Availability is limited—reach out to reserve a spot.
FREQUENTLY ASKED QUESTIONS
Please reach us at info@apxtax.com if you cannot find an answer to your question.
We’ll send a checklist based on your business type. Common items include bank statements, credit card statements, payment processor reports, prior-year returns, and business details.
It depends on what records you have available. During your consultation we’ll confirm how many months/years are needed and the best approach.
Yes—if your business is subject to Texas requirements, we can help you get organized and handle the filings as part of your project scope.
That’s common. We’ll tell you what can be recreated and what alternatives may work (statements, summaries, reports, etc.).
Yes. Bring the notice to your consultation and we’ll review your options and next steps.
Yes. We can work with you virtually and provide a document checklist and secure upload options.
Ready to get caught up and plan your tax due?
APEX Income Tax & Multiservice
2743 S. Hampton Rd Suite A Dallas, Tx 75224
Simple Form 1040 | partnership Form 1065 & Corporate Form 1120” Tax Returns (Dallas, TX)
At APEX Income Tax & Multiservice in Dallas, Texas, we prepare individual federal and state tax returns ranging from basic W-2 tax filings to complex tax situations requiring advanced IRS forms and schedules. Some taxpayers qualify for what is commonly referred to as a “simple Form 1040” tax return, which typically includes standard income sources such as W-2 wages, limited interest income, and commonly claimed credits or deductions.
However, if your tax situation involves additional IRS forms or schedules, such as self-employment income, 1099 income, itemized deductions, multiple income sources, tax credits, or special tax circumstances, your return may be classified as a more complex tax return. These filings often require additional documentation, detailed review, increased preparation time, and adjusted pricing to ensure accuracy and full IRS compliance.
We proudly provide professional tax preparation services in Dallas, serving Oak Cliff and the Dallas–Fort Worth Metroplex, with personalized consultations to determine the correct filing requirements for your situation and help you file with confidence.
Examples that may be included in a “Simple Form 1040” (assuming no added tax complexity)
- W-2 income (wages and salary)
- Interest, dividends, or original issue discount reported on 1099-INT / 1099- DIV / 1099-OID that do not require Schedule B
- Claiming the IRS standard deduction
- Earned Income Tax Credit (EITC)
- Child Tax Credit (CTC)
- Student loan interest deduction
- Certain Schedule 1 entries that do not add significant complexity (when applicable)
- Taxable qualified retirement plan distributions (basic reporting)
Examples that typically make a return NOT “simple”
- Itemized deductions (Schedule A) such as charitable contributions, medical expenses, mortgage interest, and state/local tax deductions
- Unemployment income (1099-G)
- Self-employment or business income, including 1099-NEC, gig work, freelance income, side businesses, or sole proprietorships (Schedule C)
- Stock sales and investments, including cryptocurrency transactions
- Rental property income or real estate sales (including property sales)
- Additional credits, deductions, or income requiring other IRS forms/schedules beyond the items listed above
Why this matters (pricing + accuracy)
Your final tax filing requirements depend on your specific financial documents and the IRS forms and schedules needed to prepare an accurate return. Whether your situation requires a basic Form 1040 or a more complex tax return, our experienced team will review and confirm your filing needs during your intake process or tax consultation to ensure full IRS compliance.
Looking for professional tax preparation in Dallas, TX? APEX Income Tax & Multiservice provides trusted individual tax filing services, including self-employed tax preparation, 1099 income reporting, gig worker taxes, and other complex tax situations. We proudly serve clients throughout Dallas, Oak Cliff, and the DFW Metroplex, offering personalized support to help you file accurately, maximize deductions, and avoid costly errors.
Consultation Payment Policy
Payment must be made before your virtual consultation. If payment is not received at least 24 hours prior to your scheduled appointment, your session may be canceled or rescheduled due to limited availability.
This policy applies to consultations and refund estimates only.