Austin Tax Preparation & Planning
Accurate tax preparation and strategic tax planning that helps Austin small business owners keep more of what they earn.
Austin Tax Preparation & Planning
Accurate tax preparation and strategic tax planning that helps Austin small business owners keep more of what they earn.
(Business Rate)
Austin Tax Services for Small Businesses
From your first business return to a growing multi-entity structure, our Austin-based CPAs handle your tax needs, franchise tax and planning, year-round.
What Changes When Your Taxes Work for You
Most small business owners only think about taxes once a year. Here's what happens when you hire a proactive CPA and start tax planning year-round.
Tax Preparation & Planning Pricing
For Individual and Business Taxes. See more of what we have below!
For Individuals
Ideal for individuals and families with W-2 income, investments, and a home.
Includes:
- Federal Form 1040 preparation
- One resident state tax return
- W-2 income reporting
- Investment and retirement income, including 1099-INT/DIV/B/R
- Mortgage interest, charitable contributions, child and dependent care, education credits Form 8863
- One Simple K-1 investment
- Secure portal delivery with e-file instructions
30-business-day guarantee from receiving your files*
Get a Custom QuoteFor Real Estate &
Self-Employed
Ideal for rental property owners, sole proprietors, and multi-partnership investors.
Includes:
- Everything in Essentials
- Up to 3 rental properties Schedule E
- OR One sole proprietorship Schedule C
- Self-employment tax calculation
- Passive loss tracking for rentals
- Existing depreciation schedules
- Up to 3 Simple K-1 investments
- Complimentary 15-min review call
30-business-day guarantee from receiving your files*
Get a Custom QuoteFor Business
Ideal for LLCs, C-Corps, S-Corps, multi-entity owners and high net worth individuals.
Includes:
- 1 Federal return preparation for S-Corp, C-Corp or partnership
- 1 State return preparation
- Quarterly estimates
- K-1 preparation for all partners
- Tax planning consultation
- Standard support schedules
Available Add Ons: Financial Clean Up, CryptoCurrency, Equity Compensation, Audit Protection, and more
*Clean documents required
Getting Started
Up to $250k in annual revenue
Who's Eligible:
- Rental property owners, sole proprietors, and new business owners
- W-2 and investment account-only income, individuals with no business entities
What's Included:
- 3-year tax return review personal & business
- Identification of missed deductions / errors
- Entity structure optimization analysis
- 12-18 month tax strategy blueprint
- Documented strategy roadmap 5-10 strategies
- Estimated savings projection
- Implementation plan
- Guaranteed to find at least $2500 in savings or we'll refund the difference.*
- 30-business-day guarantee from receiving your files*
Growing Business
Up to $250k in annual revenue
Who's Eligible:
- LLC business owners, sole proprietors, and real estate investors
- W-2 and investment account-only income, individuals with no business entities
What's Included:
- 3-year tax return review personal & business
- Identification of missed deductions / errors
- Entity structure optimization analysis
- 12-18 month tax strategy blueprint
- Documented strategy roadmap 5-10 strategies
- Estimated savings projection
- Implementation plan
- Guaranteed to find at least $4995 in savings or we'll refund the difference.*
High-Net-Worth
Advisory
Over $1 Million in liquid assets
Who's Eligible:
- Business owners with multiple entities and/or real estate partnerships
What's Included:
- 3-year tax return review personal & business
- Identification of missed deductions / errors
- Entity structure optimization analysis
- 12-18 month tax strategy blueprint
- Documented strategy roadmap 5-10 strategies
- Estimated savings projection
- Implementation plan
*Guarantee is only available to clients who have not implemented a tax advisory plan in the last 2 years.
Our Austin Team
When you work with LedgerWay, you know exactly who's on your side. Your team of experienced CPAs, EAs and accountants handles your books, your taxes, and your questions.
Let's Talk Taxes
Get simple, transparent pricing and a team that's here for your business.
Frequently Asked Questions (FAQ)
While Texas doesn't tax personal or business income, franchise tax, sales tax, and property tax still apply. Skipping tax planning in Texas can cost you real money, which is why our CPAs help you manage and plan for these ongoing state and local requirements year-round.
Yes. Most entities owe nothing under the state's $2.65 million no-tax-due threshold, but you are still legally required to file a Public Information Report (PIR) every year. If you miss this filing, the state can forfeit your entity's right to do business in Texas.
Relocating a business to Austin often comes with loose ends, as owners frequently still owe filings or have lingering nexus in their former state. We help you cleanly close out old state filings while properly setting up your new tax structures in Texas.
Texas recently raised its exemption for business equipment and inventory to $125,000. However, if you have business assets, renditions are still due to your local county appraisal district by April 15, a completely separate deadline from your annual franchise tax filing.
Austin sits at the state's maximum combined sales tax rate of 8.25%. Getting the exact rate and local jurisdiction right is critical for retail and service businesses, and we help ensure you calculate, collect, and file your sales tax correctly.
Absolutely. We handle depreciation schedules, passive loss tracking, Schedule E filings, and navigate Texas-specific property and investment rules to help real estate owners keep more of their rental income.
We regularly handle multi-state tax needs. Our team conducts nexus analysis, calculates state apportionment, and manages your tax filings across every applicable state so you stay fully compliant as you scale nationwide.
We offer simple, transparent, flat-fee pricing for our tax preparation and planning services. We give you a clear price before we start working so you know exactly what you are investing, with zero surprise bills at filing time.
Do not ignore it. Review the notice carefully and speak with a tax professional as soon as possible to understand deadlines, documentation requirements, and your response options. For anyone LedgerWay provides tax preparation for, we offer the option to add on Audit Protection Coverage that covers up to $1,000,000 in tax representation fees in the event of an IRS audit notice, giving your business dedicated representation and peace of mind.
Yes. From your first business return to a growing multi-entity structure, our Austin-based CPAs provide year-round strategic planning that reduces what you owe through smart entity elections (such as S-corps, C-corps, and partnerships) and proactive deduction tracking.