Tax Preparation Services

Tax Planning Services

We don’t like surprises, and our clients certainly don’t either. We offer ongoing tax planning services with our inclusive client management platform. These ongoing services include planning for tax efficiencies with regular reviews, as well as annual planning meetings every Fall to ensure we partner to take advantage of year-end opportunities. In addition, our reviews allow us to ensure there is a full understanding of the potential liabilities for the forthcoming annual tax filings.

Tax Preparation Services

Most of our clients are small closely held businesses, so we understand and can guide small business owners with the many complex issues that business owners have to deal with when it comes to tax compliance. We file all forms of tax returns, including:

• 1065 (partnership income tax returns)
• 1120S (S corporation income tax returns)
• 1120 (regular corporation income tax returns)
• 1040 (individual income tax returns)
• 1041 (trust returns)

Monthly Accounting and Consulting

At Southwest Accounting Pros, LLC, we understand the intricacies of many industries including construction, service businesses, etc. Our experienced team of professional accountants, with over 40 years of combined expertise, provides tailored solutions for closely held businesses. Our current client list of businesses includes:

• Retail Businesses
• Service Organizations
• Government Contractors
• Professional Services (doctors, lawyers, dentists, engineers, etc.)
• Churches and Nonprofit Organizations
• Real Estate Rental and Development Companies
• Construction Companies (general contractors and subcontractors).

Our services cater to your specific needs and capabilities. We adapt our work to suit your unique situation. We are fully prepared to help closely-held businesses with the day-to-day accounting functions of the business, all the way through transfers of ownership due to sale or change of business structure and status.

In today's competitive marketplace, we recognize the importance of affordable, reliable accounting information. That's why we offer all-inclusive accounting services with monthly fees that remain unchanged for a year, covering a range of requested services.



Since our establishment in 2016, Southwest Accounting Pros, LLC has been committed to empowering construction businesses with accurate accounting and financial analysis. Partner with us to turn financial challenges into opportunities for sustainable growth and benefits for business owners. Contact us today to learn more!

Our Comprehensive Bookkeeping Services

Our monthly bookkeeping services are tailored to meet your specific needs and can include the following:

• Input of transactions, such as deposits, checks, credit card receipts, and more.
• Reconciliation of bank accounts.
• Reconciliation of important balance sheet accounts like account payroll, taxes payable, insurance payable, note payable balances, and more.
• Assistance with invoicing, monitoring of accounts receivable, assistance with transmitting late payment notices, and maintenance of customer database.
• Preparation of payroll, automatic payments to employee accounts, all payroll tax reports, including federal 941, 940, W-2s, and W-3s, and state unemployment and withholding reports.
• Preparation and submittal of state gross receipts tax report.
• Assistance with entering vendor invoices, reconciliation of accounts payable totals, and assistance with payment of bills.
• Preparation of monthly financial statements with comparison to prior periods and comparison to budgeted amounts.
• Automatically migrating bank account and credit card information into software systems.
• Automatically paying payroll to employees and making payments to federal and state agencies.
• Annual review of financial results and comparison of results to industry averages.

Payroll Services Specialists

There can be severe and expensive penalties for non-filing, non-payment, and late payment of payroll tax obligations. For very affordable pricing, Southwest Accounting Pros, LLC can take the burden and effort of payroll administration off the shoulders of you and your small business, including services like:

• Electronic payment of employees.
• Filing all relevant monthly payroll tax reports, including 941, 940, ESC, CRS-1, W-3, and W-2s.
• Making payroll tax deposits for our small business clients electronically.
• Entering all payroll information into the accounting system and verifying amounts are correctly recorded in your system.
• Assistance in responding to any tax notices received concerning payroll taxes.
• Dealing with IRS penalty and assessment notices.

Tax Preparation and Planning Services

Most of our clients are small closely held businesses, so we understand and can guide small business owners with the many complex issues that business owners have to deal with when it comes to tax compliance. We file all forms of tax returns, including:

• 1065 (partnership income tax returns)
• 1120S (S corporation income tax returns)
• 1120 (regular corporation income tax returns)
• 1040 (individual income tax returns)
• 1041 (trust returns)
• 990 (non-profit returns)