Business Details
Expert Bookkeeping & Tax Services in Mesquite, TX
Peggy's Bookkeeping & Tax Service is a dedicated accounting firm serving businesses and individuals in Mesquite, TX, and surrounding areas. With decades of combined experience, our team specializes in bookkeeping, tax planning, and new business advisory services. We help small businesses reduce tax liabilities and improve financial efficiency while ensuring individuals maximize deductions and minimize tax obligations. Our remote services allow clients to securely upload documents and communicate via encrypted platforms, providing flexibility without compromising quality.We prioritize personalized attention, offering free initial consultations and affordable rates to build long-term professional relationships. Our commitment to excellence is reflected in our team's expertise, including Enrolled Agent certification and extensive industry experience. We serve clients in Mesquite, Sunnyvale, Balch Springs, and Garland, maintaining a focus on prompt, transparent communication and tailored financial solutions.
Services
Bookkeeping
Tax Preparation
Payroll
New Business Formation
Profit Advisor
Highlights and features
- We have over 30 years of combined experience in tax and bookkeeping services
- Our team includes IRS-certified Enrolled Agents
- We offer secure remote bookkeeping and tax preparation options
- Free initial consultation for all new clients
- We specialize in small business financial optimization
What people say
Tax reduction expertise
Personalized service approach
Secure remote options
Affordable rates
Prompt communication
Services
Bookkeeping
Our bookkeeping services maintain accurate financial records for small businesses. We track income, expenses, and transactions while providing regular financial statements. This service helps businesses monitor cash flow, prepare for tax season, and make informed financial decisions. Our remote capabilities allow secure document sharing and real-time updates.
Tax Preparation
We prepare individual and business tax returns with a focus on maximizing deductions. Our team stays current with tax code changes to ensure compliance while minimizing liabilities. Services include e-filing options and payment plan arrangements. We handle complex returns for businesses with multiple revenue streams and international considerations.
Payroll
Our payroll service manages employee payments, tax withholdings, and regulatory filings. We calculate wages, handle direct deposits, and ensure compliance with federal and state requirements. This service includes year-end W-2 processing and quarterly tax filings, reducing administrative burdens for business owners.
New Business Formation
We guide entrepreneurs through business setup including entity selection and tax registration. Our service covers EIN applications, state filings, and initial tax planning strategies. We help establish proper accounting systems from the start to ensure long-term financial organization and compliance.
Profit Advisor
This advisory service analyzes business financials to improve profitability. We identify cost-saving opportunities, optimize pricing strategies, and develop growth plans. Our approach combines industry expertise with personalized analysis to enhance business performance and long-term sustainability.
People
Sharon Moore
Owner
Sharon Moore, known as the 'magic tax lady', has over 30 years of experience in tax and bookkeeping. She maintains the company's legacy while ensuring modern compliance standards. Her expertise in tax code intricacies benefits both business and individual clients.
Anita Molidina
Enrolled Agent
Anita Molidina holds an Enrolled Agent certification from the IRS after working with Deloitte & Touch. She specializes in complex tax returns and client representation before tax authorities. Her accounting expertise ensures comprehensive tax solutions for business clients.
Tracy Pennington
Bookkeeping Manager
Tracy Pennington oversees bookkeeping operations with 15 years of specialized experience. She manages the bookkeeping department and ensures accurate financial reporting for business clients. Her focus remains on client satisfaction through clear financial communication.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, tax planning, and business advisory services tailored to small businesses.
Do you offer remote tax preparation options?
Yes, we offer secure remote services with document upload portals and virtual consultations.
What tax deadlines should I be aware of?
Key deadlines include April 15th for individual returns and March 17th for business partnerships.
How can I schedule a consultation?
Call us at 972-285-1030 or use our online form to book a free initial consultation.
Do you work with both businesses and individuals?
Yes, we serve both small businesses and individuals with customized financial solutions.
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