Professional Tax Preparation & Tax Planning Services

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Expert Tax Preparation in Texas.

Trusted Nationwide.

Taxes shouldn't be something you think about only once a year.

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Since 1998, R&R and Associates has helped individuals, families, entrepreneurs, and business owners navigate tax preparation with confidence. From our Dallas, Texas office to virtual clients across the country, we combine experienced tax professionals, modern technology, and personalized service to make filing accurate, convenient, and less stressful.

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Whether you have a straightforward individual return, multiple income sources, own a business, have investment or rental income, or need assistance with a more complex tax situation, we're here to help.

Accurate preparation. Personalized guidance. Year-round support.

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More Than Tax Preparation. A Smarter Approach to Your Taxes.

Tax software can process the information you give it.

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A tax professional can help you understand what that information means.

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At R&R and Associates, we take the time to understand your income, business, investments, family circumstances, and financial goals. We prepare your return accurately while identifying applicable deductions, credits, elections, and planning opportunities based on your individual circumstances.

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Our goal isn't simply to complete another tax return.

Our goal is to help you make informed tax decisions with confidence.

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Tax Preparation Services for Individuals & Families

 

Your financial life doesn't always fit neatly inside a tax software questionnaire.

Changes involving your career, family, investments, property, retirement, or business activities can significantly affect your tax situation.

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Our individual tax preparation services can assist with:

• Individual federal income tax returns

• State and multi-state tax returns

• W-2 and 1099 income

• Self-employment and independent contractor income

• Investment and capital gain reporting

• Rental property income

• Retirement income

• Itemized deductions

• Applicable tax credits

• Prior-year returns

• Amended returns

• Gift and estate tax returns

• Complex individual tax situations

 

Whether you're filing locally in Texas or working with us virtually from another state, you'll receive professional guidance from a team committed to understanding your complete tax picture.

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Tax Preparation for Today's Complex Financial Lives

As your income and wealth grow, taxes often become more complicated.

 

R&R can assist taxpayers navigating situations involving:

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Multiple Income Sources

W-2 income, consulting revenue, business ownership, investment income, rental properties, and other sources can create additional reporting requirements.

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Real Estate & Rental Property

Property ownership may create tax considerations involving rental income, expenses, depreciation, capital gains, and the sale of investment property.

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Independent Contractors & 1099 Professionals

Self-employed taxpayers face different tax obligations than traditional employees. We help you understand income reporting, business expenses, estimated taxes, and other relevant considerations.

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Multi-State Returns

Working, owning property, operating a business, or earning income across state lines can create filing obligations in more than one jurisdiction.

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Estates & Gifts

We provide tax preparation support for applicable gift and estate tax reporting and work with clients and their professional advisors when more specialized planning is required.

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Tax Preparation + Year-Round Tax Planning

 

One of the biggest mistakes taxpayers make is waiting until tax season to start thinking about taxes.

By the time a return is being prepared, many financial decisions affecting that tax year have already been made.

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That's why R&R believes tax preparation and proactive planning should work together.

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Depending on your circumstances, tax planning may address areas such as:

• Estimated tax payments

• Business entity considerations

• Retirement contributions

• Business deductions

• Timing of income and expenses

• Investment and capital gain considerations

• Business growth

• Major life events

• Year-end tax decisions

• Future filing requirements

 

Our objective is simple:

Don't just report what happened. Plan intelligently for what happens next.

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In-Person Tax Preparation in Dallas + Virtual Service Nationwide

Great tax service shouldn't depend on where you live.

R&R and Associates combines the accessibility of a local tax firm with the convenience of modern virtual tax preparation.

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Dallas-Fort Worth Tax Preparation

Visit our Dallas office for personalized, face-to-face tax preparation and consultation.

We proudly serve individuals and businesses throughout Dallas-Fort Worth and communities across North Texas.

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Virtual Tax Preparation Across Texas

Live in Houston, Austin, San Antonio, Fort Worth, Plano, Frisco or elsewhere in Texas?

Work with R&R virtually without sacrificing professional support.

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Nationwide Virtual Tax Preparation

Clients outside Texas can work with our team remotely using secure technology and virtual consultations, subject to the filing requirements applicable to their circumstances.

Professional tax expertise wherever life or business takes you.​

 

Tax Software vs. Working With R&R

Tax Software

Tax software asks questions based on information you provide.

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It may be appropriate for taxpayers with relatively straightforward circumstances who are comfortable preparing their own returns.

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R&R Tax Professionals

Professional preparation adds something software alone cannot provide: human judgment and personalized guidance.

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Our team can ask follow-up questions, identify issues requiring additional attention, explain tax considerations, and help you understand how today's return may affect tomorrow's financial decisions.

 

You shouldn't have to become a tax expert just to file your taxes. That's our job.

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Our Tax Preparation Process

1. Schedule Your Consultation

    Tell us about your tax situation and the type of assistance you need.

2. Securely Submit Your Documents

    Provide the tax documents and financial information needed to prepare your return.

3. Professional Preparation & Review

    Our team prepares your return and reviews the information provided for accuracy, applicable       

    deductions and credits, and potential issues requiring clarification.

4. Review Your Return

    We help you understand your return and answer relevant questions before filing.

5. File With Confidence

    Once approved, your return is prepared for electronic filing where eligible.

6. Plan for What's Next

    When appropriate, we'll identify areas you may want to address through tax planning, bookkeeping,

    payroll, or business advisory services.

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Don't Just File Your Taxes. Understand Them.

Your tax return represents more than forms and numbers. It reflects your income, your business, your investments, and many of the financial decisions you've made throughout the year.

 

Put that responsibility in experienced hands.

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Schedule a consultation with R&R and Associates and discover a more personal, strategic approach to tax preparation.

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Frequently Asked Tax Preparation Questions

Do you provide tax preparation outside Dallas?

Yes. R&R maintains its corporate office in Dallas and offers virtual tax preparation, allowing us to work with clients across Texas and throughout the United States where appropriate.

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Do you prepare both individual and business tax returns?

Yes. R&R provides individual and business tax return preparation, including services for sole proprietors, partnerships, corporations, S Corporations, and LLC owners.

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Can you prepare returns for someone with income in multiple states?

Yes. R&R offers out-of-state and multi-state return preparation. Your specific filing requirements will depend on where you lived, worked, operated businesses, owned property, or earned income.

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Do you work with self-employed individuals and independent contractors?

Yes. We assist entrepreneurs, freelancers, consultants, independent contractors, and other self-employed professionals with tax preparation.

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Can you help if I haven't filed taxes for previous years?

R&R can assist with prior-year tax return preparation. The appropriate approach depends on which returns are outstanding and your individual circumstances.

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What's the difference between tax preparation and tax planning?

Tax preparation primarily reports financial activity that has already occurred. Tax planning looks forward and considers decisions that may affect future tax obligations.

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Can I meet with someone virtually?

Yes. R&R offers both in-person and virtual meetings, making professional tax preparation accessible regardless of your location.

 

When should I contact R&R?

The earlier, the better. You don't have to wait for tax season. Starting early provides more time to organize records, address questions, and identify potential planning opportunities.

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