What services does Momentum Group offer?

Momentum Group offers Fractional CFO services, Tax Preparation, Business Advisory, and Bookkeeping for businesses and individuals in Dallas, Texas.

What is a Fractional CFO?

A Fractional CFO provides executive-level financial leadership and strategic planning on a part-time or contract basis, giving businesses access to high-level expertise without the cost of a full-time CFO.

Where is Momentum Group located?

Momentum Group is located in Downtown Dallas, Texas 75201, serving clients throughout the Dallas-Fort Worth metroplex and beyond.

Do you offer free consultations?

Yes, Momentum Group offers complimentary 30-minute consultations to discuss your financial needs and how we can help achieve your goals.

What industries do you specialize in?

We serve technology startups, healthcare practices, real estate investors, professional services firms, manufacturing companies, and retail businesses throughout Dallas-Fort Worth.

How much can I save with professional tax planning?

Our clients typically save 15-40% on their tax burden through strategic planning, entity structure optimization, and proactive year-round tax management.

What makes Momentum Group different from other CPA firms in Dallas?

We combine proactive tax planning, fractional CFO expertise, and wealth management under one roof with personalized attention and measurable results.

Back to Services

Tax Preparation Services

Expert Tax Services for Dallas Businesses & Individuals

Maximize your deductions, minimize your liability, and stay compliant with our comprehensive tax preparation and planning services. Trusted by 500+ Dallas-Fort Worth clients.

Tax preparation services for Dallas businesses and individuals

$85K+

Avg. Client Savings

Why Dallas Businesses Trust Our Tax Services

With over 15 years of experience serving the Dallas-Fort Worth metroplex, we combine deep tax expertise with personalized service to help you keep more of what you earn.

CPA Expertise

Licensed CPAs with specialized training in business and individual taxation, staying current with ever-changing tax laws.

Audit Protection

We stand behind our work with full audit representation and support if the IRS ever comes knocking.

Year-Round Support

Tax planning isn't just for April. We provide proactive guidance throughout the year to optimize your tax position.

Comprehensive Tax Services

From simple returns to complex business structures, we handle all your tax needs

Individual Tax Returns

Personal income tax preparation with maximum deduction optimization for Dallas residents.

Federal & Texas state returns
Investment & capital gains reporting
Rental property income

Business Tax Returns

Complete business tax preparation for all entity types in the DFW area.

S-Corp, C-Corp, LLC returns
Partnership returns (Form 1065)
Multi-state tax compliance

Tax Planning & Strategy

Proactive tax planning to minimize liability and maximize savings year-round.

Quarterly estimated tax planning
Entity structure optimization
Retirement contribution strategies

IRS Representation

Expert representation and resolution for IRS audits, notices, and disputes.

Audit representation
Notice response & resolution
Payment plan negotiation

Ready to Optimize Your Tax Strategy?

Schedule a free tax review consultation to discover how much you could save with strategic tax planning.

Frequently Asked Questions

What documents do I need for tax preparation?

For individuals, you'll need W-2s, 1099s, investment statements, mortgage interest statements, and receipts for deductible expenses. For businesses, we'll need profit/loss statements, balance sheets, payroll records, and expense documentation. We provide a comprehensive checklist during your consultation.

How much does tax preparation cost?

Pricing varies based on complexity. Individual returns typically start at $350, while business returns start at $750. We provide transparent, upfront pricing after reviewing your situation—no surprises.

Can you help if I haven't filed taxes in several years?

Yes, we specialize in helping clients get caught up on back taxes. We'll work with you to file all outstanding returns and negotiate with the IRS on penalties and payment plans if needed.

Do you offer tax planning throughout the year?

Absolutely. We believe tax planning shouldn't be limited to tax season. We offer year-round advisory services to help you make tax-smart decisions about investments, business expenses, retirement contributions, and more.

What if I get audited?

We stand behind our work. If you're audited on a return we prepared, we'll represent you before the IRS at no additional charge. We handle all communication and documentation with the IRS on your behalf.