Business Details
36 Years
experience
Expert Accounting & Tax Services in Mesquite
Peggy's Bookkeeping & Tax Service is a trusted, experienced firm dedicated to providing comprehensive financial solutions for businesses and individuals. With decades of combined expertise, our team specializes in bookkeeping, tax planning, and new business advisory services, helping clients optimize their financial health and reduce tax liabilities. We pride ourselves on delivering personalized attention, leveraging our deep understanding of tax regulations to ensure clients maximize deductions and comply with all requirements.Our commitment to transparency, affordability, and client education has fostered long-term relationships with businesses and individuals across Mesquite, Sunnyvale, Balch Springs, and Garland. By staying current with evolving tax laws and utilizing secure remote services, we offer flexible, technology-driven solutions tailored to modern needs. Our mission is to simplify financial management, allowing clients to focus on growth while we handle their accounting and tax obligations with precision and care.
Services
Bookkeeping
Tax Preparation
Payroll Services
New Business Formation
Tax Problem Resolution
Details
- Year established: 1990
Highlights and features
- We offer 30+ years of combined tax and bookkeeping expertise
- Our team provides personalized financial strategies for small businesses
- We guarantee accurate, timely tax filings with maximum deduction optimization
- Our remote services offer secure document sharing and digital signatures
- We provide free initial consultations with no hidden fees
What people say
Expert tax advice
Reliable bookkeeping
Great customer service
Helped reduce taxes
Secure remote access
Services
Bookkeeping
We manage daily financial transactions, including accounts payable/receivable, bank reconciliations, and financial statement preparation. Our system ensures accurate, up-to-date records for businesses of all sizes. Clients receive regular reports to monitor cash flow and make informed decisions.
Tax Preparation
We prepare individual and business tax returns with meticulous attention to deductions and compliance. Our team stays current with tax code changes to optimize savings while avoiding audit triggers. Services include electronic filing and IRS representation.
Payroll Services
Our payroll solutions handle employee payments, tax withholdings, and regulatory filings. We ensure compliance with federal/state requirements while integrating seamlessly with existing accounting systems. Clients receive year-round support for payroll tax issues.
New Business Formation
We guide entrepreneurs through business structure selection, tax registration, and financial setup. Our services include entity formation, EIN acquisition, and accounting system implementation to establish strong financial foundations for new ventures.
Tax Problem Resolution
We resolve tax debt issues through payment plans, offers in compromise, and audit defense. Our specialists negotiate with tax authorities to reduce liabilities and establish manageable payment solutions for individuals and businesses.
People
Sharon Moore
Owner
With 30+ years of experience, Sharon leads tax strategy and client relations. She specializes in complex tax scenarios and ensures personalized service for every client.
Anita Molidina
Enrolled Agent
Anita holds a Master's in Accounting and provides expert tax preparation and representation. She focuses on maximizing client savings while maintaining compliance.
Tracy Pennington
Bookkeeping Manager
Tracy oversees bookkeeping operations with 15+ years of experience in financial management. She specializes in streamlining accounting processes for small businesses.
Questions
What accounting software do you work with?
We support QuickBooks, Xero, and FreshBooks, offering seamless integration and training for all platforms.
Can you help with IRS tax debt?
Yes, we specialize in tax debt resolution, including payment plans, offers in compromise, and lien/levy releases.
Do you offer monthly bookkeeping packages?
We provide customizable monthly bookkeeping services with options for payroll integration and financial reporting.
Are your tax preparers certified?
Our team includes Enrolled Agents and experienced professionals with IRS authorization for tax representation.
How do remote bookkeeping services work?
Clients use our secure portal for document sharing, e-signatures via DocuSign, and virtual meetings through Zoom.
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