Peridot Financial Solutions LLC

Financial clarity for the businesses that build this community.

Bookkeeping service (show on map)

5.0

★★★★★

3 reviews

Peridot Financial Solutions brings corporate-level accounting expertise to individuals and small businesses across the DFW Metroplex — with the personal service you deserve.

Call (214) 458-6686

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About

Peridot Financial Solutions was founded to give small businesses and individuals access to the same level of accounting expertise that large corporations rely on — without the large firm price tag or lack of personal attention. Every return and every set of books is handled with the same rigor we applied in corporate accounting — zero tolerance for errors that cost you money. We

don't disappear after April 15th. Bookkeeping, planning, and questions are handled all year so there are no surprises at tax time. We live and work in this community. When you call, you get us — not a call center. When we meet, it matters to us personally.

CPA credential with corporate accounting background

Personalized service with a neighbor-like relationship

Year-round financial partnership, not just tax season

Local accountability in Midlothian, TX

Services

Individual Tax Preparation

Accurate, thorough 1040 preparation for individuals and families — from straightforward W-2 returns to complex multi-source income situations.

W-2 and investment income Itemized deductions Rental property (Schedule E) Self-employment income (Schedule C) K-1 income from pass-through entities Electronic filing with IRS

Small Business Tax Returns

Complete business tax preparation for S-Corporations and partnerships, including owner returns — bundled for simplicity and value.

Form 1120-S (S-Corporation) Form 1065 (Partnership / LLC) Shareholder & partner K-1s Owner's personal 1040 bundled Texas franchise tax considerations Multi-year planning support

Bookkeeping & Accounting

Monthly bookkeeping that keeps your business financially healthy year-round — so tax season is never a scramble and your numbers are always current.

Monthly transaction categorization Bank & credit card reconciliation Monthly financial reports QuickBooks Online management 1099 contractor tracking Year-end package for tax filing

Credentials & Certifications

Licensed CPA — State of Texas

IRS Authorized e-File Provider

QuickBooks ProAdvisor

Reviews

Rating

★★★★★

Reviews

"It gives me peace of mind knowing we were totally covered and is worth it…"

Frequently Asked Questions

What makes Peridot Financial Solutions different from other tax preparers in DFW? +

Peridot Financial Solutions stands out due to its CPA credential, corporate accounting background, and a commitment to personalized service. The firm offers a full suite of services, including individual and small business tax preparation, bookkeeping, and year-round financial support, all delivered by a licensed CPA.

Do you offer bookkeeping services for businesses using QuickBooks Online? +

Yes, Peridot Financial Solutions provides monthly bookkeeping services that include managing QuickBooks Online, transaction categorization, bank reconciliation, and year-end tax preparation packages.

What is the process for preparing a small business tax return? +

The process involves verifying the business entity, gathering financial statements, analyzing income and expenses, calculating tax liabilities, preparing K-1s for shareholders or partners, integrating owner personal taxes, and filing all required forms with the IRS and state agencies.

How does Peridot ensure accuracy and error-free tax returns? +

Peridot Financial Solutions applies the same rigor used in corporate accounting to every return and set of books, with zero tolerance for errors that could cost clients money. This includes detailed verification steps, thorough analysis, and final review processes.

What are the benefits of having a dedicated CPA relationship year-round? +

A dedicated CPA relationship ensures continuous financial oversight, timely advice on tax strategies, and preparedness for tax season without last-minute scrambling. Clients benefit from personalized service, direct access to the CPA, and proactive financial planning.

Can Peridot assist with tax preparation for individuals with complex investment income? +

Yes, Peridot Financial Solutions handles complex investment income scenarios, including 1099-B, 1099-DIV, 1099-INT, and cryptocurrency transactions, ensuring all income is accurately reported and optimized for tax efficiency.