Business Details
Expert Bookkeeping & Tax Services in Mesquite, TX
Peggy's Bookkeeping & Tax Service is an established firm offering comprehensive financial solutions for businesses and individuals. With decades of combined experience, our team specializes in bookkeeping, tax planning, and business advisory services tailored to small businesses. We prioritize personalized attention, helping clients reduce tax liabilities and improve financial efficiency through strategic management. Our services extend to income tax preparation for individuals, ensuring maximum deductions and compliance with tax regulations.Located in Mesquite, Texas, we serve surrounding areas including Sunnyvale, Balch Springs, and Garland. Clients benefit from remote services through secure document portals, electronic signatures, and virtual consultations. We offer a free initial consultation and maintain transparent pricing structures. Our commitment to client satisfaction is reflected in our 30+ years of industry expertise and ongoing dedication to adapting with the latest financial practices.
Services
Bookkeeping
Tax Preparation
Payroll Services
New Business Formation
Tax Problem Resolution
Highlights and features
- We have 30+ years of combined experience in tax and bookkeeping services
- Offer remote bookkeeping and tax preparation through secure digital platforms
- Provide free initial consultations for all new clients
- Serve Mesquite, Sunnyvale, Balch Springs, and Garland areas
- Maintain transparent pricing with no hidden fees
What people say
Professional expertise
Personalized service
Effective tax solutions
Prompt responses
Reliable support
Services
Bookkeeping
We maintain accurate financial records for small businesses through systematic transaction tracking. Our services include accounts payable/receivable management, payroll processing, and financial statement preparation. Clients receive regular reporting to support informed business decisions.
Tax Preparation
Our tax specialists prepare federal and state tax returns for individuals and businesses. We identify eligible deductions and credits to minimize tax liabilities while ensuring compliance. Services include electronic filing and audit support.
Tax Problem Resolution
We assist clients with IRS issues including back taxes, payment plans, and audit representation. Our team negotiates with tax authorities to resolve liens, levies, and collection disputes through established legal processes.
New Business Formation
We guide entrepreneurs through business entity selection and registration processes. Services include preparing formation documents, obtaining EINs, and establishing accounting systems for new ventures.
Payroll Services
Our payroll solutions handle employee payment processing, tax withholding calculations, and regulatory compliance reporting. We ensure accurate and timely payroll disbursements with year-round tax form preparation support.
People
Sharon Moore
Owner
With over 30 years in tax and bookkeeping, Sharon Moore provides expert financial guidance. She specializes in maximizing tax benefits while maintaining compliance standards for small businesses.
Anita Molidina
Enrolled Agent
Anita Molidina holds an Enrolled Agent certification from the IRS. She focuses on tax preparation and client representation, combining technical expertise with personalized service.
Tracy Pennington
Bookkeeping Manager
Tracy Pennington oversees bookkeeping operations with 15 years of experience. She specializes in system implementation and financial process optimization for growing businesses.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, and business advisory services tailored to small business needs.
Do you handle both business and personal tax preparation?
Yes, we prepare federal and state tax returns for both businesses and individual taxpayers.
Can you help with IRS tax debt issues?
We offer tax problem resolution services including payment plans, offer in compromise, and audit representation.
Are your services available remotely?
Yes, we provide secure remote bookkeeping and tax services through digital document portals and virtual meetings.
What areas do you serve?
We primarily serve Mesquite, Sunnyvale, Balch Springs, and Garland areas with flexible remote service options.
Videos
Reviews (6)
Jason Mcalister
Aug 05, 2021
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When another person stole our dependents s.s. #, we not only lost our refund for years, we were audited by the IRS. So instead of receiving a refund we were told we owed. We had been to other tax preparers, hired one of those companies that's supposed to help with IRS problems, and exen talked to irs agents. No one could or would help us. After all, we were the victims. Finally, we called Sharon.
She quickly and easily solved our problem. We were amazed that no one else would help us when the solution was so simple.
Sharon not only got our refund for that year, but was able to get the IRS to give
She quickly and easily solved our problem. We were amazed that no one else would help us when the solution was so simple.
Sharon not only got our refund for that year, but was able to get the IRS to give
Kiesha Sims
Aug 02, 2021
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Positive:Professionalism
Peggys tax services has been a good experience. Im usually in and out in a reasonable time and the service for me has been great. Appointment scheduling has been good, my lady is always friendly and the atmosphere is pretty nice and quiet. I do recommend their service for anyone looking for tax preparation.
Peggys tax services has been a good experience. Im usually in and out in a reasonable time and the service for me has been great. Appointment scheduling has been good, my lady is always friendly and the atmosphere is pretty nice and quiet. I do recommend their service for anyone looking for tax preparation.
Sheryl Walthers
Jul 28, 2021
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For the past 5 years we have used Peggy's Bookkeeping to do our annual taxes. We might not always like the "return results", but, we are always met with coutesy, smiles and proffessionalism. It is a welcoming relaxed atmospher and always polite. The work is done thoroughly and never finalized until we are satisfied. We will contnue to use Peggy's i the future.
Tresa Gomez
Jul 28, 2021
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This is a very professional and friendly company. I have been a client for years and will continue to use them. I highly recommend them for your personal or business needs.
Kathy Dismuke
Jul 27, 2021
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Positive:Professionalism,Quality,Value
I've been using Peggy's Tax Service for 9 years and I've never had a problem or issue. They answer any questions I have and the staff is friendly and courteous. I highly recommend Peggy's for any of your tax needs.
I've been using Peggy's Tax Service for 9 years and I've never had a problem or issue. They answer any questions I have and the staff is friendly and courteous. I highly recommend Peggy's for any of your tax needs.
Will Hobdy
Jul 26, 2021
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Positive:Responsiveness
Professional, courteous and always helpful. Richard and all the account handlers I've worked with over the last 15 years have been outstanding!
Professional, courteous and always helpful. Richard and all the account handlers I've worked with over the last 15 years have been outstanding!