How We Work · Dallas-Fort Worth
A clear process, so you always know what comes next.
No guessing and no chasing your CPA. We follow a simple, year-round process that keeps your taxes planned and your books clean.
See if we’re a fitGetting started is simple
Three easy steps and you are set up with a CPA who works with you all year.
1
A quick fit call
We start with a short, free call to learn about your business and your goals. If we are a good match, we move forward. If not, we will point you in the right direction.
2
Onboarding and cleanup
We get access to your numbers, clean up your books if they need it, and review your last tax return for missed savings. You start on solid ground.
3
Your plan and rhythm begin
We build your written tax plan and set your meeting schedule. From here we work together all year, not just at tax time.
Our year-round rhythm
Most CPAs show up once a year. We meet with you every quarter, so we can plan ahead and act before deadlines, not after.
Q1 · JAN to MAR
Set the foundation
We close out last year, review it for missed savings, and build this year’s written tax plan.
Q2 · APR to JUN
Lock in the plan
We file or extend, set your estimated payments, and choose the right retirement plan.
Q3 · JUL to SEP
Mid-year check
We re-project your full year on real numbers and plan the big moves while there is still time.
Q4 · OCT to DEC
Act before year-end
We carry out your year-end moves so the savings are locked in before December 31.
Underneath it all, we keep your books clean every month, so every decision uses real numbers. Want the full tax calendar? See how our tax strategy works.
What you get all year
A CPA who answers your questions, not a once-a-year preparer.
Clean books and monthly numbers you actually understand.
Planning before your big decisions, not after the fact.
Support in English or Spanish, whenever you need it.
One team for your taxes, books, and payroll.
A written plan and a clear next step at every meeting.
Common questions
How often will we meet?
Most clients meet with us each quarter, with clean books kept monthly in between. We can meet more often if your business needs it.
What if my books are a mess?
That is common. We clean them up during onboarding so you start on solid ground, then keep them current from there.
Do I have to switch accounting software?
Usually no. We work with the tools you already use, like QuickBooks, and we only suggest a change if it would clearly help you.
Let’s talk
Ready to get started?
The first call is quick and free. Tell us about your business and we will show you what working together would look like.
See if we’re a fitPrefer to reach out directly? Info@nadiacpa.com