Income Tax Preparation & Compliance
Whether it is personal or business, we have you covered for Federal income, State income, and Texas Franchise tax return preparation.
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Other services include:
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IRS Notice Responses
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IRS Audit Representation
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Cryptocurrency Reporting
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Quarterly Income Tax Estimates
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Preparation of 1099-MISC and 1099-NEC forms
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Business Bookkeeping available for tax clients
WE OFFER
Financial Planning for Individuals
We offer an assortment of services to assist our clients with their financial decisions. Our primary financial planning service covers the following:
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Focused financial planning meeting with 12-month "road map" of recommendations and future considerations
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Customized goals based on client desires, preferences, and budget
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Retirement savings suggestions with an accumulation projection
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If you are looking for this or a different financial planning service, feel free to ask for a quote. ​
Financial Planning for Businesses
For businesses we offer retirement planning and financial literacy seminars. These include one-time discounts available on personalized individual plans either provided as an employer provided benefit or for employee purchase.*
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Additional business owner financial reporting comparisons are available as part of the individual advanced quarterly financial planning service.
OUR PRACTICE
Knowledge That Serves Your Needs
Moser Tax & Planning LLC has been serving the Allen and Oak Lawn communities since 2021. The owner, Randy Moser, is a Certified Public Account (CPA) with 9 years of experience in personal and small business taxation.
Randy also has experience with financial planning for individuals, retirees, and small business owners. This enables him to offer customized plans suited to your particular circumstances.
GIVING BACK TO
THE COMMUNITY
DALLAS RESOURCE CENTER
We are proud to be a sponsor of the Dallas Resource Center and their mission.
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Additionally, if a new client mentions the Dallas Resource Center, we will donate 5% of their first-year fees to the Dallas Resource Center.
