Lake Dallas Financial LLC

Affordable Tax Services

Bookkeeping service in Lewisville, TX (show on map)

4.3

★★★★☆

6 reviews

Lake Dallas Financial LLC offers comprehensive tax preparation, payroll, bookkeeping, and small business registration services with a focus on personalized client relationships.

Call (940) 202-9838

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About

At Lake Dallas Financial LLC, we believe in the value of relationships and view every client relationship like a partnership. We are committed to providing close, personal attention to our clients and take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.

We provide a variety of services including Income Tax Preparation for all types of businesses and individuals, IRS and State Audit Representation, Payroll Reporting, QuickBooks® setup, support and training, Business startup services, Monthly bookkeeping, Financial statements – making sure your financial records are timely and accurate. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.

Personalized client relationships

Advanced training and technical experience

Commitment to excellence through continuous education and state-of-the-art technology

Services

Tax Preparation

Comprehensive tax preparation for individuals and businesses, including income tax filing, audit representation, and state tax compliance.

Income Tax Preparation for all types of businesses and individuals IRS and State Audit Representation Payroll Reporting QuickBooks® setup, support and training Business startup services Monthly bookkeeping Financial statements – making sure your financial records are timely and accurate

Payroll & Bookkeeping

Professional payroll processing and bookkeeping services to ensure accurate financial records and compliance with tax regulations.

Payroll Reporting QuickBooks® setup, support and training Monthly bookkeeping Financial statements – making sure your financial records are timely and accurate

Small Business Registration Assistance

Guidance and support for registering new businesses, including entity selection, licensing, and compliance.

Business startup services Entity selection guidance Licensing assistance Compliance support

Reviews

Rating

4.3

★★★★☆

Reviews

Frequently Asked Questions

What documents should I bring to my tax appointment? +

Required documents include copies of driver's license or state IDs, Social Security Cards, proof of residence for dependents claiming EIC, income documents (W-2s, 1099s, K-1s, etc.), business or farming income statements, home office expenses if applicable, IRA/pension distributions, rental property income/expense, Social Security benefits, income from sales of property, prior year installment sale information, other miscellaneous income, and tax deduction documents such as child care costs, education costs, home mortgage interest, investment interest expense, charitable donations, casualty and theft losses, medical and dental expenses.

How can I check on my tax refunds? +

You can check your tax refunds through the IRS Get Refund Status website or by calling the IRS Inquiry Phone at (800) 829-1040.

What are the 2026 federal income tax brackets and rates? +

The 2026 federal income tax rates are 10%, 12%, 22%, 24%, 32%, 35%, and 37%. The tax brackets for single filers, married couples filing jointly, and heads of households are provided in the source text, with the 37% rate applying to taxable income above $640,600 for single filers and $768,700 for married couples filing jointly.