B&A Financial Services

File with Confidence. Excel with B&A.

Tax preparation service (show on map)

5.0

★★★★★

5 reviews

B&A Financial Services combines professional expertise with a heart for service, offering tax preparation, financial planning, protection, and business support rooted in Christian values.

Call (682) 323-4555

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About

Welcome to B&A Financial Services, where we combine professional expertise with a heart for service. Founded on Christian values, we believe that honesty and trust are the currency of a good business.

Whether you are filing a complex business return or looking for the right life insurance plan to protect your family, we are here to guide you with transparency and care.

Christian Values

Personalized Guidance

Year-Round Support

Bilingual & Virtual Options

Community- Trusted

Services

Tax Preparation

Fast & accurate tax filing with expert accuracy and year-round support.

Free Estimates Audit Protection Electronic Filing (E-File) No Upfront Fees Discounts for Students, Seniors, & Military Members Returning Client Rewards & Referral Incentives Cash Advance up to $7,500

Credit Repair

Build your credit and reclaim your financial power with personalized credit repair services.

Credit Report Analysis Dispute Resolution Strategic Credit Building Plans Progress Tracking Financial Literacy Support

Bookkeeping

Stay organized with precise records and reports tailored for small businesses and entrepreneurs.

Monthly Income & Expense Tracking Bank Reconciliation & Record Management Payroll Processing Financial Statements & Reporting Tax Preparation Coordination

Notary Services

Convenient in-office and mobile notarization for legal documents.

Power of Attorney Real Estate & Loan Documents Legal Affidavits & Contracts Wills & Estate Documents Identity Verification & Sworn Statements

Life Insurance

Protect your loved ones and plan for the future with affordable, personalized life insurance options.

Whole Life & Term Life Policies Custom Coverage Options Based on Your Goals Education on Policy Benefits Guidance from Trusted Advisors Integration with Your Financial Plan

Credentials & Certifications

Founder of B&A Financial Services

Lead Financial Strategist

Reviews

Rating

★★★★★

Reviews

"His professionalism and dedication are outstanding!"

Frequently Asked Questions

What is the process for getting my tax return verified? +

To complete the online verification steps, you need your control number from IRS forms 5071C, 6331C, or 5747C. Follow the steps on ID.VERIFY.IRS.GOV, create or log into your ID.me account, and answer the verification questions. If you encounter issues, contact B&[email protected] for assistance.

How does B&As credit repair service work? +

B&A Financial Services conducts a credit report analysis, files disputes with credit bureaus, develops strategic credit-building plans, tracks progress, and provides financial literacy support to help clients improve their credit scores.

What types of life insurance policies does B&A offer? +

B&A Financial Services offers whole life and term life policies, custom coverage options based on individual goals, education on policy benefits, guidance from trusted advisors, and integration with your overall financial plan.