Personal Tax and Accounting Services

Whether your tax needs are relatively simple or more complex, I can help you maximize your deductions and prepare your taxes to make sure that you don’t pay any more than required by law. My services include:

  • Federal Income Tax Returns
  • State Tax Returns
  • Personal Financial Statements (e.g., required by lenders, etc.)
  • Tax Planning and Estimates
  • Sole Proprietor Business (Sch C)
  • Rental Properties
  • IRA, Roth IRA and SEP retirement plan guidance
  • IRS Audit Representation
Personal Tax Preparation, CPA
Business Bookkeeping Services

Business Tax and Accounting Services

In my 30+ years of experience with both small and large businesses, there is almost nothing that I haven’t seen and dealt with. Put my experience to work, so that you can focus on what’s most important-- running your business.

  • Bookkeeping for Small and Medium Businesses
  • Federal Taxes
  • Corporate Tax (S-Corp, C-Corp)
  • Partnership Tax (1065)
  • Sole Proprietor (Sch C)
  • Limited Liability Company (LLC)
  • State Taxes
  • State Income Tax
  • TX Sales Tax
  • TX Liquor Tax
  • Franchise Taxes
  • Personal Property Tax Renditions
  • Entity Setup / Incorporation
  • Inventory Management
  • General Ledger Setup
  • Quickbooks Training
  • Payroll Processing
  • 1099s and W-2s
  • IRS and State Audit Representation
  • Sale of a Business

Not-For-Profit Services

Having worked 4 years as Controller of a not-for-profit as well has having served on the Board of Directors for several local charities, I have a unique perspective on financial and accounting issues encountered by charitable organizations.

  • Obtain 501(c) (3) Tax-Exempt Status with IRS (Form 1023)
  • Specialized Bookkeeping issues for organizations
  • Form 990 Preparation
  • 1099s and W-2s
Non-Profit Organization

Mark Was A Lifesaver For Me!

“Mark Wagner was a life-saver for me when looking for an accountant to help me navigate an estate tax return. His knowledge, professionalism and integrity are matched well with his fun personality. I highly recommend Mark to those looking for a new accountant – and even those who aren’t!"

Sherri G.