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Jesse S. Romero, CPA, P.C.

Individual Services

TAx returns for individuals in Dallas Preparing your own income tax return can not only be frustrating and confusing for the average taxpayer but it may end up costing you money. When an experienced Dallas CPA firm like Jesse S. Romero, CPA, P.C. prepares your taxes we make sure you never pay Uncle Sam any more than you owe. We’ll prepare your taxes quickly and accurately, file them on time and get you the highest tax return possible. We help individuals from all tax brackets find ways to reduce taxes and preserve wealth.

But our tax services go beyond tax preparation. Jesse S. Romero, CPA, P.C. will help you plan for the future by developing personalized tax strategies for retirement planning and college savings plans. We can also work closely with you to develop a comprehensive estate plan that matches your priorities and preserves your assets for future generations. For clients who are experiencing tax problems, we can work directly with the IRS to settle your tax debt, file back taxes and get rid of any unfair penalties. Whatever your concerns, we’ll take the time to listen carefully and provide sound, balanced financial advice you can depend on.

We’re ready to answer your tax questions! Call us today at 214-393-4490 to set up an appointment for a consultation.

Our tax preparation and other services for individuals include:

  • Income tax preparation
  • Personalized tax planning
  • Help with IRS problems
  • Unified gift tax

Our financial services for individuals include:

  • Retirement planning
  • Estate planning
  • Retirement plan evaluations (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
  • Life insurance, health insurance & disability planning
  • Trust planning