Our Services

Our individual income tax services are designed to help clients file accurate, complete, and well-planned tax returns. We work with individuals, families, business owners, investors, and retirees to prepare federal and state income tax filings while considering the deductions, credits, and reporting requirements that may apply to their situation. Whether your return includes wages, investments, rental properties, self-employment income, K-1s, stock transactions, retirement income, or other items, we take the time to understand the full picture and prepare the return with care.

Beyond preparing the return itself, our goal is to help you understand your tax position and identify planning opportunities when appropriate. We assist with estimated tax payments, withholding considerations, multi-state issues, investment activity, and other tax matters that can affect individuals throughout the year. At Epperson CPA, PLLC, we strive to make the filing process clear, organized, and dependable, so you can move forward with confidence.

Our business tax filing services are designed to help business owners stay compliant while understanding the tax impact of their operations. We prepare federal income tax filings for a wide range of businesses, including sole proprietorships, partnerships, S corporations, C corporations, and single-member LLCs. Whether your business files Schedule C, Form 1065, 1120-S, or 1120, we take the time to understand the entity structure, ownership, income, deductions, balance sheet activity, and reporting requirements that apply to your business.

In addition to preparing the return, we help business owners navigate the issues that often come with business taxation, including owner compensation, distributions, basis considerations, depreciation, fixed assets, and tax planning opportunities. Our goal is to provide accurate filings, clear communication, and practical guidance that supports both compliance and long-term decision-making. At Epperson CPA, PLLC, we work to make the business tax process organized and dependable, so you can focus on running your business with confidence.

Our trust tax filing services are designed to help trustees meet their income tax filing obligations with clarity and care. We prepare Form 1041 income tax returns for trusts and assist with the reporting of income, deductions, distributions, beneficiary allocations, and Schedule K-1s. Whether a trust has investment income, real estate activity, business interests, or other reportable items, we take the time to understand the trust structure and the tax reporting requirements involved.

In addition to preparing the return, we help clients navigate the tax issues that often arise with trust taxation, including distributable net income, beneficiary distributions, estimated tax payments, fiduciary accounting considerations, and coordination with beneficiary tax reporting. Our goal is to provide accurate filings, clear communication, and practical guidance throughout the process. At Epperson CPA, PLLC, we work to make the trust tax filing process organized and dependable for the trustees and beneficiaries we serve.

Our state tax filing services are designed to help individuals and businesses meet their state-level tax obligations with accuracy and confidence. As a Texas-based firm, we work extensively with Texas Franchise Tax filings and related reporting requirements for businesses operating in the state. We help clients determine filing obligations, gather the necessary information, prepare the required returns, and understand how their state tax responsibilities fit into their overall tax picture.

In addition to Texas filings, we assist with state income tax returns and other state reporting requirements when clients have activity outside of Texas. Multi-state tax issues can arise from business operations, remote work, rental properties, investment activity, ownership in pass-through entities, or filing requirements in multiple jurisdictions. At Epperson CPA, PLLC, our goal is to help clients stay compliant, avoid surprises, and navigate state tax filings with clear communication and practical guidance.

Our nonprofit tax filing services are designed to help tax-exempt organizations meet their annual reporting obligations with accuracy and care. We prepare Form 990, 990-EZ, 990-PF, and related filings for nonprofit organizations, private foundations, and other tax-exempt entities. These returns often require more than simply reporting financial activity; they also involve disclosures related to governance, programs, fundraising, grants, compensation, and compliance matters that are important to the organization’s tax-exempt status.

In addition to preparing the return, we help nonprofit leaders understand the information needed for filing and how the return communicates the organization’s activities to the IRS, donors, board members, and the public. Our goal is to provide accurate filings, clear communication, and practical guidance throughout the process. At Epperson CPA, PLLC, we work to make nonprofit tax reporting organized and dependable, so organizations can stay compliant and remain focused on their mission.

Our tax planning services are designed to help individuals and business owners make informed decisions before tax consequences arise. We assist with year-round planning related to income, deductions, entity structure, owner compensation, estimated tax payments, withholding, retirement contributions, depreciation, and other strategies that may affect your overall tax position. Rather than focusing only on annual filings, we look for opportunities to help clients plan ahead, avoid surprises, and understand the tax impact of important financial decisions.

We also provide planning guidance for significant transactions and life events, including business changes, investment activity, real estate transactions, property sales, and 1031 exchanges. Careful planning before major financial decisions can help identify opportunities, avoid unexpected tax consequences, and support long-term goals. At Epperson CPA, PLLC, our goal is to provide practical, proactive tax guidance that helps clients evaluate their options and move forward with confidence.ion

Our gift tax filing services are designed to help individuals properly report gifts and transfers that may require a federal gift tax return. We prepare Form 709 for clients who have made taxable gifts, made gifts above the annual exclusion amount, split gifts with a spouse, or completed other transfers that require reporting. Gift tax filings can be important even when no tax is currently due, because they help document the use of exemptions, establish reporting positions, and maintain accurate records for future planning.

In addition to preparing the return, we help clients understand the tax reporting requirements associated with gifting and how those decisions may affect their broader tax and estate planning picture. At Epperson CPA, PLLC, our goal is to provide accurate filings, clear communication, and practical guidance so clients can make and report gifts with confidence.