Tax Services

Let’s face it: Confusing tax documents, complex returns, and constant tax law changes make preparing a tax return a real burden for the average person. If you’re ready to save time and money while reducing your stress level during tax season, it’s time to let Adelie Tax Services take over your tax preparation. Whether you’re an individual, a small business owner, a successful entrepreneur, or run a nonprofit organization, we will take the pain out of filing taxes. We provide affordable and error-free tax preparation services for our clients. We are based in Dallas, TX and serve the surrounding communities, but we have clients in 16 states across the United States. We can meet your needs wherever you are located.

Before you opt for online tax preparation software, remember, a computer program can’t replace your real-life tax professional. Here at Adelie Tax Services, you’ll always work with a friendly professional that is ready to uncover every tax deduction, incentive, and tax credit available to ensure that you pay the lowest amount of tax allowed by current regulations. Don’t cut corners with your tax returns and put yourself at risk of tax penalties or an IRS audit. Let us prepare your taxes so that you can rest easy and get the best tax return possible.

Form 1040, U.S. Individual Income Tax Return

Almost everyone has to file a tax return, but no one should pay more tax than they are legally required. Whether you are a W-2 wage earner, retiree, self-employed, or anything in between, we can make sure that you are taking all of the deductions and tax credits that you are entitled to on your tax return. Call us and let us de-stress your tax season.

Form 1065, U.S. Return of Partnership Income

Partnerships are one of the easiest entities to form, but tax reporting can get tricky. Let us help you to stay on the IRS’ good side with accurate reporting and correct allocations of your partnership interests. Give us a call.

Form 1120S, U.S. Income Tax Return for an S Corporation

S Corporations enjoy special tax treatment, and can help small businesses to lower their overall tax liability. However, there are several important rules to keeping your S-Corp in compliance with IRS regulations. Contact us and let us help you save on taxes by ensuring that you claim all the deductions to which you are entitled.

Form 990, Return of Organization Exempt from Income Tax

There are three different 990 forms, in increasing complexity, and which you must file depends upon the size of your organization. Penalties for late-filing and non-filing a 990 return are very costly. We know how to keep your organization running smoothly with timely and accurate filings. Call us!

Foreign Asset reporting: Form 8938, FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR)

If you have foreign financial accounts with an aggregate value over $10,000; or other foreign assets with an aggregate value of $50,000, you are probably required to file one or both of these forms. We can help you determine what assets need to be reported, and which form(s) are required to be filed.

Form 1120, U.S. Corporation Income Tax Return

Most incorporated companies must file this form to report their income, gains, losses, deductions, credits, dividends, and tax liability. We can help you stay in compliance with recent developments, give us a call.

Form 1041, U.S. Income Tax Return for Estates and Trusts

Estates and Trusts are legal entities that ensure a person’s assets are directed to specific beneficiaries. Estate and Trust tax law can be very complicated. Give us a call and we can guide you through the correct tax application and filing of your returns.

Form 1120H, U.S. Income Tax Return for Homeowners Associations

Condominiums and Homeowner Associations get special treatment under the tax code. Most associations will benefit from filing form 1120H, rather than the 1120. Call us, we can help you to understand fund-based accounting, and how it affects your association’s tax liability.

State Income Tax & Multi-state returns

While Texas does not have an individual income tax, most states do. Depending upon your income sources, you may be required to file a state return, and may owe state tax, even if you are a Texas resident. We prepare and file state returns, and multi-state returns. We currently file returns for clients in 16 states across the US! Call us and we can help you to make the determination if your reporting requirements for income from other states.