while supporting the growth and success of their businesses.
Services
Tax & Business Advisory
We offer a variety of services to help individuals and businesses save time and money when it comes to their taxes.
Individual Tax
Individual tax returns (Form 1040) are one of our specialties. Whether you are looking to move away from preparing your own return because it is a “necessary evil” each year or your unique tax situation has become more complex than you would have imagined and you are looking for professional tax preparation services, we can help. Our goal is to optimize deductions where applicable so that you maximize tax savings.
Business Tax
Single Member LLC (Schedule C), Partnership (Form 1065), and Corporation (Form 1120 and 1120S) tax returns all fall under the realm of “business tax”. With business taxes we take a consultative approach to not only advise you on your business for tax purposes, but also your individual tax situation as well. Business and individual taxes are very much intertwined, and Camelot Tax & Business Advisors we have significant experience firsthand with this. Our goal is to optimize deductions where applicable so that you maximize tax savings.
Bookkeeping Services
Whether you are a start-up or a well established and fully operational company, we have the tools to provide you with excellent bookkeeping in order to focus more time and resources on doing what you do best.. Running the business! We can handle it all from start to finish or are able to tailor our services to your specific needs. Contact us below to set up a consultation to discuss pricing.
Strategic Small Business Advisory
As a business owner you sometimes run into issues that could have an adverse tax or cash-flow impact that you may or may not have been aware of. This is where we come in. Through the experience collectively gained firsthand at Camelot Tax & Business Advisors we can help you make educated tax and business decisions so you may potentially avoid unnecessary future pitfalls. Our goal is to understand where you have been, where you are now, and where you want to be in the future. This translates not only at the business level, but also the individual level (Form 1040). Whether you bring an issue to us or are an existing client, and we bring the issue to you, our goal is always to take a consultative approach in order provide educated business advice so you may make the proper decision for your unique situation.
About Us
At Camelot Tax & Business Advisors, we bring years of experience from top nationwide CPA firms, assisting business owners and entrepreneurs with tax strategy and compliance. Specializing in Small Business, Individual Tax, and Bookkeeping, our mission is to simplify taxes for our clients, enabling them to focus on growing their business and amplifying their success. We go beyond traditional accounting by offering a personalized, consultative approach to optimize deductions, maximize savings, and provide strategic insights that help you make informed decisions and avoid future pitfalls.
Below is our 3-step, streamlined approach to tax preparation.
Free Consultation
Understand more about their business and what they are wanting. What their pain points
are and assess how we can help them.
Personalized Approach
We take a customized approach to meet the unique needs of each client, ensuring tax
compliance while also supporting business growth. Our services include strategic cash flow
planning, tax optimization, and a thorough review of prior tax returns to identify
opportunities for improvement. We work closely with you to craft the best path forward,
helping you save on taxes, streamline your finances, and scale your business with
confidence.
Open Communication
We prioritize clear, ongoing communication to keep your business on track. We’ll
proactively reach out to schedule quarterly or annual meetings to review your business and
tax situation, ensuring everything stays aligned with your goals. In addition, we’re always
available to answer your questions or provide guidance whenever you need it—just a call
or message away.
Free Consultation
Understand more about their business and what they are wanting. What their pain points
are and assess how we can help them.
Personalized Approach
We take a customized approach to meet the unique needs of each client, ensuring tax
compliance while also supporting business growth. Our services include strategic cash flow
planning, tax optimization, and a thorough review of prior tax returns to identify
opportunities for improvement. We work closely with you to craft the best path forward,
helping you save on taxes, streamline your finances, and scale your business with
confidence.
Open Communication
We prioritize clear, ongoing communication to keep your business on track. We’ll
proactively reach out to schedule quarterly or annual meetings to review your business and
tax situation, ensuring everything stays aligned with your goals. In addition, we’re always
available to answer your questions or provide guidance whenever you need it—just a call
or message away.
Find details on how to contact us below.
We’re glad to discuss your situation. So please contact us through any of the methods below and a representative will be in contact with you shortly.
Office address:
Dallas, Texas
Call for help:
662-322-8138
Mail us for information
info@camelottaxadvisors.com