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Cell: 469-927-0274

TAX PREPARATION & FINANCIAL PLANNING FOR INDIVIDUALS & SMALL BUSINESSES

Our mission is to provide financial peace of mind through tailored education and exceptional financial services to our clients and community.

Tel: 123.456.7890

We Offer

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.

Other services include:

  • IRS Notice Responses

  • IRS Audit Representation, including ERC (Employer Retention Credit) Audits

  • Cryptocurrency Reporting

  • Quarterly Income Tax Estimates

  • Preparation of 1099-MISC and 1099-NEC forms

  • 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. If you do not see what you are looking for below, feel free to ask for a quote. 

  • Focused 1 year planning meeting with 12 month road map

  • Retirement financial planning meeting with projections and best practices 

  • On going quarterly meetings with progressive goal setting and spending analysis

  • Quarterly meetings available for Standard and Advanced billing tiers​

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.*

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 Oak Lawn and Allen communities since 2021. The owner, Randy Moser, is a Certified Public Account (CPA) with 7 years of experience in personal and small business taxation as well as financial planning experience for individuals, retirees, and small business owners.

Additionally, as a fee only firm you can rest assured that services and advice provided will not be influenced by outside factors, such as commissions or sales quotas.

GIVING BACK TO
THE COMMUNITY

DALLAS RESOURCE CENTER

We are proud to be a sponsor of the Dallas Resource Center and their mission.

Additionally, if a new client mentions the Dallas Resource Center, we will donate 5% of their first-year fees to the Dallas Resource Center.

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Last Updated January 3, 2023

© 2021 by MOSER TAX & PLANNING, LLC.

*Financial Planning services offered may discuss investment types, overviews, and generalized rate of return as needed for projections.

For specific investment recommendations, rate of return, and analysis assistance please contact your investment advisor.

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