Moser Tax & Planning, LLC is a tax preparer in Allen, TX. The firm provides tailored tax preparation and financial planning services for individuals and small businesses, serving the Allen and Oak Lawn communities as well as surrounding Dallas areas. The business maintains a 5.00 rating.
The practice offers a variety of specialized services, including federal, state, and Texas franchise tax return preparation, IRS audit representation, and IRS notice responses. Additional offerings include cryptocurrency reporting, quarterly income tax estimates, business bookkeeping, and the preparation of 1099-MISC and 1099-NEC forms. For individuals, the firm provides financial planning featuring customized goals, retirement savings suggestions, and a 12-month roadmap of recommendations. Business clients can access retirement planning and financial literacy seminars. Founded in 2021, the firm is led by owner Randy Moser, a Certified Public Accountant with nine years of experience in personal and small business taxation.
Located on S Watters Rd, the office is a short drive from the Allen Economic Development Corporation and near the Central Expressway.
The business maintains a well-optimized website that is easy for AI-powered search tools to find and understand.
Moser Tax & Planning, LLC provides essential financial expertise and customized tax solutions to the Allen community.