Tax Prep that’s accurate, organized, and not a last-minute scramble.
Tax season doesn’t have to feel like chaos. We prepare your returns with a clean, consistent process—so you file on time, stay compliant, and feel confident that everything is done right.
No confusing back-and-forth. No guessing what you owe. No “hope this is right” energy. Just straightforward tax prep with clear communication, clean documentation, and support that actually feels helpful.
What we do.
What’s included in our tax prep:
Individual tax returns (1040)
Business tax returns (S-Corp, C-Corp, Partnership, and more as needed)
Schedule C (self-employed) filing
Real estate-related filing support (rentals, deductions, property-related expenses)
Review of income docs (W-2, 1099, K-1, etc.)
Deduction and credit review to help avoid missed opportunities
E-filing + confirmation
Basic guidance on what to change for next year (so it gets easier over time)
Need cleanup first?
If your books are behind or messy, we can help get things organized before filing - so your return is based on clean numbers, not best guesses.
Great for people who want taxes handled right (without the drama)
We’re a strong fit if you’re:
A business owner who wants tax season to feel predictable
A real estate investor with multiple properties or moving parts
Self-employed and tired of wondering what to track
Switching firms and want a smoother, more responsive experience
Behind on filing and ready to get caught up the right way
How It Works.
Our process is simple
Step 1
Quick kickoff + document request
We tell you exactly what we need (in plain English) so you’re not hunting around or guessing.
Step 2
Prep + review
We prepare the return, check for accuracy, and flag anything that needs clarification.
Step 3
Clear summary before you file
You’ll understand what’s being filed and why—plus what your outcome looks like.
Step 4
E-file + wrap-up
We file, confirm acceptance, and help you walk away with clean records for next year.
Get Results Now.
Taxes done right feel like relief.
Here's what you get:
Accurate filing with organized documentation
Fewer surprises and less last-minute stress
Confidence that you didn’t miss something important
Clean records that make next year easier
A clearer picture of what to improve going forward
Tax Preparation FAQs
No.
We can support year-round planning and cleanup so tax time is smoother (and less expensive) next year.
Yes.
We regularly help real estate clients stay organized, track deductions, and file correctly with property-related income and expenses.
You’re not alone.
We can help you get caught up and create a plan to stay current.
Absolutely.
That’s often the best way to keep everything consistent and avoid gaps.
Ready to make tax season easier?
Let’s get your return prepared the right way - clean, accurate, and on time.
"I’ve had the pleasure of working with Mason at Preston Financial Group for over 7 years, and I can confidently say he is the best accountant I’ve ever worked with. His professionalism, deep knowledge, and attention to detail have consistently exceeded my expectations year after year."
Lori Trombley
Co-Owner
BCS Service Pros
Preston Financial Group Helped Us Grow Our Business.
"We’ve had an excellent experience with Preston Financial Group over the past four years. Mason is incredibly knowledgeable and consistently takes the time to explain things in a clear and understandable way. He’s always professional, approachable, and genuinely helpful."
Anahita Tabrizi
Director
Kids Lodge Montessori
Accounting You Can Trust.
"I’ve been working with Mason at Preston Financial Group for a few years now, and at this point, I can’t imagine trusting anyone else with our taxes. Before him, I always felt a little in the dark—like I was constantly reacting to tax season instead of understanding what was going on. Mason changed that for us.
He’s incredibly patient. Explains things clearly without ever talking down to you, which I really value. Our situation isn’t the easiest—personal taxes, a business, a couple of rental properties in North DFW, and filing as an S-corp—but he’s been able to handle all of it with ease. Or at least, he makes it look easy. I know there’s a lot going on behind the scenes."
Jason Rutel
Owner
Creative Nomads
They Handle The Numbers So We Can Focus on Excellent Service for Our Customers.
"Awesome group for business accounting and tax services. They always respond quickly and are great to work with. Let them handle the numbers and taxes so you can focus on your customers as they do. A recipe for success includes Preston Financial Group."
Jeff Upchurch
Owner
The Sandwich Spot, Frisco
Our Contractor Business is Booming Because of Preston Financial.
"A truly amazing partner. They go above and beyond to address our financial concerns and provide solutions that are to the point and practical. We're very happy working with them and would definitely recommend their services"
Ikbal Biniyaz
Owner
DPS 360, LLC
Best Accounting Team Ever!
"I’ve worked with Mason and Preston Financial Group since 2014, and they’ve been instrumental in managing all aspects of my financial life. From tax planning and preparation to complex financial decisions, Mason brings clarity, expertise, and genuine care to everything he does.
His professionalism, attention to detail, and responsiveness set him apart. I trust him completely, and thanks to his guidance, I’ve saved time, reduced stress, and made smarter financial choices."
Babak Aria
Owner
Buttermilk Cafe & Bakery
Preston Financial Group is an experienced accounting firm that offers a wide range of services to meet the financial needs of businesses and individuals.
