Business Details
Trusted Bookkeeping & Tax Services in Mesquite, TX
Peggy's Bookkeeping & Tax Service is an experienced, client-focused accounting firm serving businesses and individuals in Mesquite, TX, and surrounding areas. With over 30 years of combined expertise, our team specializes in bookkeeping, tax planning, and business advisory services designed to enhance financial efficiency and reduce tax liabilities. We prioritize personalized solutions, offering remote services through secure digital platforms for document sharing and virtual consultations.Our commitment to affordability and transparency has earned us long-standing client relationships, supported by a free initial consultation to address your specific needs. Backed by professional accreditations and a dedication to staying current with tax regulations, we ensure accurate, compliant financial management tailored to your unique circumstances.
Services
Tax Preparation
Bookkeeping
IRS Representation
Payroll Services
Business Formation
Tax Planning
Remote Bookkeeping
New Business Advisory
Document Portal Access
Tax Problem Resolution
Highlights and features
- We offer 30+ years of combined experience in tax and bookkeeping services.
- Our team includes an Enrolled Agent certified by the IRS.
- We provide remote services with secure document sharing and virtual meetings.
- We guarantee personalized attention to address your specific financial needs.
- Our clients receive free initial consultations to start their financial solutions.
What people say
Knowledgeable team
Personalized service
Effective tax solutions
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We maximize deductions while maintaining compliance with federal and state regulations. Clients receive personalized guidance to understand their tax situation and optimize financial outcomes through strategic planning.
Bookkeeping
We provide comprehensive bookkeeping services to maintain organized financial records for small businesses. Our system tracks income, expenses, and cash flow to support informed decision-making. This service includes monthly reporting and integration with digital tools for real-time financial visibility.
IRS Representation
Our IRS representation service addresses tax liens, levies, audits, and back tax obligations. We negotiate payment plans and settlements on your behalf while ensuring compliance. This service provides expert guidance through complex tax issues to achieve resolution with federal and state agencies.
Business Formation
We assist with business formation including entity selection, registration, and tax ID applications. Our advisory service covers initial financial setup and compliance requirements. Clients receive strategic guidance to establish a solid financial foundation for new businesses.
Payroll Services
Our payroll services handle employee payment processing, tax withholding calculations, and regulatory filings. We ensure compliance with federal and state labor laws while maintaining accurate records. This service integrates with accounting systems to streamline financial management for growing businesses.
People
Sharon Moore
Owner
Sharon Moore, known as the 'magic tax lady,' has over 30 years of experience in tax and bookkeeping services. She specializes in individual and business tax preparation, leveraging deep industry knowledge to deliver exceptional client outcomes.
Anita Molidina
Enrolled Agent
Anita Molidina, an IRS-certified Enrolled Agent, brings over 10 years of expertise in tax preparation and client representation. After working with Deloitte, she focused on direct client service, specializing in complex tax situations and business advisory solutions.
Tracy Pennington
Bookkeeping Manager
Tracy Pennington oversees our bookkeeping department with 15+ years of specialized experience. She manages financial record systems for small businesses, ensuring accurate reporting and tailored financial management solutions for our business clients.
Questions
What services do you offer for small businesses?
We provide bookkeeping, payroll, tax planning, business formation, and financial advisory services tailored to small businesses.
Do you offer remote bookkeeping and tax services?
Yes, we offer secure remote services including document sharing, virtual meetings, and electronic signature options.
Can you help with IRS tax problems?
We specialize in IRS audit representation, back taxes, payment plans, and tax lien/levy resolution.
Are your initial consultations free?
Yes, we offer a free initial consultation to discuss your specific bookkeeping and tax needs.
What areas do you serve?
We serve businesses and individuals in Mesquite, Sunnyvale, Balch Springs, and Garland, Texas.
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