Wallace CPA, PLLC Southlake, Texas
A Southlake CPA firm for taxes, IRS letters and small business books
Tax returns and planning for families and business owners, help when the IRS writes, and bookkeeping, payroll and QuickBooks for small businesses.
180 State Street, Suite 225, Southlake, TX 76092
Southlake, our officeNearby citiesMap: US Census Bureau
Tax calendar
The next tax dates
Federal and Texas due dates for individuals and small businesses, each linked to the IRS or Texas Comptroller page it comes from. Disaster relief can move IRS dates, so check the source.
Next tax deadlines
Checked against the source October 21, 2026
- November 20, 2026: Texas sales tax report due (monthly filers)Texas businesses with a monthly sales tax permit filing schedule
- January 15, 2027: Fourth estimated tax payment for 2026Individuals and sole proprietors who pay estimated tax
- January 20, 2027: Texas sales tax report due (quarterly and yearly filers)Texas businesses that file sales tax quarterly or once a year
- January 31, 2027: Last day to pay 2026 Texas property tax without penaltyTexas property owners with a 2026 property tax bill
- February 1, 2027: Forms W-2 due to the SSA and to employeesEmployers with workers paid wages in 2026
- February 1, 2027: Form 941 for the fourth quarter of 2026Employers who file Form 941 for payroll taxes
- March 15, 2027: Partnership return (Form 1065) for 2026Partnerships and multi-member LLCs taxed as partnerships
- March 15, 2027: S corporation return (Form 1120-S) for 2026S corporations with a calendar tax year
- April 15, 2027: 2026 individual income tax return (Form 1040)Individuals and families filing a 2026 federal return
- April 15, 2027: C corporation return (Form 1120) for 2026C corporations with a calendar tax year
- April 15, 2027: Business personal property rendition (Tarrant County)Tarrant County businesses that own taxable business personal property
- April 30, 2027: Form 941 for the first quarter of 2027Employers who file Form 941 for payroll taxes
- May 15, 2027: Last day to file a Tarrant County property value protestProperty owners who disagree with their appraised value
- May 17, 2027: Texas franchise tax annual reportBusinesses with a Texas franchise tax account
- October 15, 2027: Extended deadline for 2026 individual returnsIndividuals who filed Form 4868 for an extension
No upcoming dates in this list. See IRS.gov or call the office.
All tax due datesServices
What the firm handles
Every service page starts with a short answer, then what is included and what to bring.
Tax returns and planning
Individual and business returns, and planning before the year ends.
Business accounting
Books, payroll, QuickBooks, advice, new businesses and assurance work.
IRS problems
Notices, back taxes, unfiled returns, payment plans and representation.
- IRS notices and letters
- Back taxes owed
- Unfiled returns
- IRS payment plans
- Offer in compromise
- Liens, levies and garnishment
- Payroll tax problems
- Innocent spouse relief
- Representation before the IRS
A notice with a deadline?
Call before the date on the letter, and keep the notice nearby when you call.
Call (877) 682-1171Start here
What brings you in?
Pick the folder that fits. You see what it usually means, what to gather before you call, and which service or guide helps.
I got a letter from the IRS
Watch the date. Most IRS notices give a date to respond by. Call before that date, and keep the notice.
What it usually means
- The IRS changed or questioned something on a return
- The IRS is billing you for a balance
- The IRS needs more information from you
What to gather first
- The notice number, in the top right corner of the letter
- The date by which the notice asks you to respond
- The tax return the notice talks about
I am behind on filing returns
What it usually means
- One or more returns were never filed
- An extension passed without a filed return
- Records were lost or are incomplete
What to gather first
- The tax years that are missing
- Income forms for those years, or a list of where you earned income
- Any IRS letters that mention those years
I am starting a business
What it usually means
- You are choosing a legal and tax structure
- You need a federal tax ID and state registrations
- You want your books ready before the first sale
What to gather first
- The business name and what it will sell or do
- The owners and how they will share profit
- A list of employees or contractors you plan to hire
My books are a mess
What it usually means
- Entries were not recorded for some months
- Bank accounts were not reconciled
- Personal and business spending are mixed
What to gather first
- Bank and credit card statements for the period
- Your accounting file or spreadsheet, if one exists
- Loan papers, invoices and receipts you still have
I have a payroll problem
What it usually means
- Tax deposits were late or missed
- A payroll return was not filed
- Paychecks and withholding do not match your records
What to gather first
- Your payroll reports and deposit records
- Any IRS or state payroll notices
- The dates and amounts of recent payments
My property value notice went up
What it usually means
- The appraisal district raised its estimate of your property value
- Exemptions or changes to the property were not reflected
- Market sales nearby changed the district's estimate
What to gather first
- The notice of appraised value and the protest deadline on it
- Your prior year notice and tax bill
- Photos, repair estimates or sales near you, if you have them
I need this year's return done
What it usually means
- It is time to file your individual or business return
- You have new income, a new business or a life change
- You want a CPA to review before you file
What to gather first
- Income forms such as W-2, 1099 and K-1
- Records of business income and expenses
- Last year's return and any IRS letters
I am selling or planning succession
What it usually means
- You plan to sell the business or pass it to someone
- You need to know what the business may be worth
- A buyer or lender asks for financial records
What to gather first
- Three years of financial statements and tax returns
- Ownership papers and any buy-sell agreement
- Your goals and timeline for stepping back
Near the office
Local tax facts for nearby cities
Sales tax rates, appraisal districts, property tax and opening a business, each fact linked to its official source.
- SouthlakeOur officeThe Comptroller's city rate table lists Southlake at 8.25% combined sales tax: 6.25% state, 1.875% city and 0.125%...17 sourced facts
- GrapevineThe Comptroller's city rate table lists Grapevine at 8.25% combined sales tax: 6.25% state, 1.5% city and 0.5%...14 sourced facts
- WestlakeThe Comptroller's city rate table lists Westlake at 8.25% combined sales tax: 6.25% state and 2% city, with no crime...15 sourced facts
- Trophy ClubThe Comptroller's city rate table lists Trophy Club at 8.25% combined sales tax: 6.25% state, 1.75% town and 0.25% for...12 sourced facts
- Flower MoundThe Comptroller's city rate table lists Flower Mound at 8.25% combined sales tax: 6.25% state, 1.5% town, 0.25% crime...12 sourced facts
- RoanokeThe Comptroller's city rate table lists Roanoke at 8.25% combined sales tax: 6.25% state, 1.5% city and 0.5% Roanoke...10 sourced facts
Also near the office: Colleyville and Keller. Areas near our office
Library
Guides and posts
Short answers first. Every rule and date links to the IRS, the Texas Comptroller or the appraisal district.
- GuideTexas business taxes, explained for small business ownersFranchise tax, sales tax, property tax and payroll tax, with the dates and the official pages.Updated Oct 21, 2026
- GuideThe small business tax and bookkeeping year, month by monthWhat to file, pay and close out each month, with federal and Texas dates.Updated Oct 21, 2026
- GuideTaxes for Texas individuals and familiesNo state income tax, your federal return, property tax and what changes when life does.Updated Oct 21, 2026
- Local: SouthlakeOpening a Business in Southlake: State, County, and City StepsTo open a business in Southlake you deal with four offices: the Texas Secretary of State for an entity, the county clerk for an unincorporated...Oct 12, 2026
- IRS noticesPenalty Relief: How to Ask the IRS to Remove a PenaltyYou may qualify for IRS penalty relief if you tried to comply with tax laws but could not because of circumstances beyond your control.Oct 5, 2026
- Local: GrapevineHotel Occupancy Tax and Short-Term Rentals in GrapevineIn Grapevine, hotel occupancy tax has two parts: a 6 percent state tax the Texas Comptroller collects and a 7 percent city tax.Sep 28, 2026
- Texas taxesThe Texas No Tax Due Report: Do You Still Need to File It?No. The Texas Comptroller discontinued the No Tax Due Report for report year 2024 and later.Sep 21, 2026
Questions
Questions people ask first
- Where is Wallace CPA?
- Wallace CPA, PLLC is at 180 State Street, Suite 225, Southlake, TX 76092. Call (877) 682-1171 or email ContactUs@wallacecpafirm.com before you visit.
- What does Wallace CPA do?
- Tax preparation and tax planning, help with IRS notices and back taxes, small business accounting, payroll, QuickBooks setup, training and cleanup, business advisory, new business formation, audits, reviews and compilations, forensic accounting, individual tax and financial planning, and accounting for non-profit organizations.
- I got a letter from the IRS. What should I do first?
- Read it, note the notice number and the date it asks you to respond by, and keep it. Do not ignore it. Call (877) 682-1171 before that date and have the letter and the return it mentions nearby. Our guide to IRS notices explains the common letters.
- How do I send documents securely?
- Clients with an account use the secure client portal (Client login at the top of every page). To send a file without an account, use the SecureSend page linked from Send a file.
Talk to Wallace CPA
Call the Southlake office and say what you need: a return, an IRS letter, your books or a new business. Have the notice or last year's return nearby if you have one.