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Personal Tax Preparation

Our form 1040 tax preparation process starts with you uploading your current year tax documents to our secure client portal. We act as your tax file cabinet as we keep all documents (W2s, 1099s, K1s, 1098s, etc.) in our security-protected software for the time required by law. When you go to apply for a mortgage in three years, we’re one email away from sending your loan officer everything they need. If you are old school and would rather drop off a giant envelope of docs that works for us too. Just realize that it will increase the time required for the engagement.

Our two-step tax preparation process allows us to be detailed on the preparation side and analytical on the review side. There is usually a healthy dialogue back-and-forth while preparing your return each year. Once we have a finalized tax return, we send you a draft copy for review and an electronic 8879 form to authorize us to e-file the return on your behalf. We go over the refund/amount due and make sure you understand why you’re getting money back or writing a big check. It’s a great time to change withholding for next year, change entity structure, etc.

Services

Personal Tax Preparation

Our form 1040 tax preparation process starts with you uploading your current year tax documents to our secure client portal. We act as your tax file cabinet as we keep all documents (W2s, 1099s, K1s, 1098s, etc.) in our security-protected software for the time required by law. When you go to apply for a mortgage in three years, we’re one email away from sending your loan officer everything they need. If you are old school and would rather drop off a giant envelope of docs that works for us too. Just realize that it will increase the time required for the engagement.

Our two-step tax preparation process allows us to be detailed on the preparation side and analytical on the review side. There is usually a healthy dialogue back-and-forth while preparing your return each year. Once we have a finalized tax return, we send you a draft copy for review and an electronic 8879 form to authorize us to e-file the return on your behalf. We go over the refund/amount due and make sure you understand why you’re getting money back or writing a big check. It’s a great time to change withholding for next year, change entity structure, etc.

"Dave continuously exceeds our expectations on level of knowledge, professionalism, and responsiveness. As a startup we have limited resources to tackle, what seems like unlimited tasks, Dave has been instrumental being a team member to help take us to the next level. Without question, I’d recommend Dave to anyone within my network; overall he’s a great guy and pleasure to work with."

Michael True

Co-founder & CEO, VYBN, Inc.

"I’ve been working with David to serve our mutual clients for several years now. As a corporate, securities, and tax attorney, it’s critical that my clients have skilled, diligent, and personable tax advisors and CPAs, not only skilled and knowledgeable with tax matters, but also business matters. David has consistently provided practical, cutting edge advice regarding both general and complex tax and business matters. He is a pleasure to work with and I highly recommend him and his team for your professional tax services."

Mike McGovern

Partner - Corporate, Securities & Tax , Reiter, Brunel & Dunn, PLLC

"David is an experienced professional who has consistently gone above and beyond to meet our needs. Being a startup, it’s hard to find business service providers that are can move fast and be flexibly. David is there when we need him and always delivers. He has been a pleasure to work with and we highly recommend him to meet your accounting and tax prep needs."

Haydn Collard

Director of Compliance, Grey, Inc.

Contact Us

kaycee@davidfrenchcpa.com

(512) 829-8002

508 W 12th Street
Austin, TX 78701

Monday - Friday: 10am-5pm

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