Tax Services
At Matlock Books, we make tax filing feel simple, organized, and way less stressful than it usually does. Whether you’re filing as an individual, self-employed, or running a small business, we help you prepare and file accurately—with a clear process, secure document collection, and support that keeps you confident from start to finish.
What We Help With
Stay tax-ready
Perfect for W-2 households, families, retirees, and anyone needing clear support through filing season.
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W-2 + 1099 income
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Self-employed / freelance income (Schedule C)
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Family filings and standard credits
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Multiple income sources
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Rental income
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Multi-state filing needs
Individual Taxes
Business Taxes
Built for small business owners who want taxes handled professionally—with clear expectations and a clean filing process.
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Single-member LLC / Schedule C filing
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S-Corp returns (1120-S)
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Partnership returns (1065)
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Business deductions + common reporting schedules
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State filings
Common tax situations we support:
What Tax Prep Includes
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Federal filing (1040 / Schedule C / 1120-S / 1065)
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State filing as required
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A document checklist so you know exactly what you need to upload
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Secure client portal for submitting documents
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Review of return for accuracy and filing readiness
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Final review + e-file authorization before submission
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Friendly guidance on what to expect next (refunds, balances due, estimates)
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Clear filing results + next steps
Important Note: Your tax return is prepared based on the information you provide. We do not audit or verify source documents unless separately agreed.
What Tax Prep DOES NOT include
(We keep this clear so there are no surprises.)
Unless separately engaged in writing, tax preparation does not include:
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Audit representation or IRS/state examinations
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Legal advice
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Ongoing tax advisory/planning engagements
Tailor Your Experience with Extra Support
Add-Ons
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Payroll Management: Let us calculate and process payments for employees and contractors, ensuring accuracy and compliance.
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Monthly Bookkeeping: Our ongoing maintenance service ensures your books are always tax ready.
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Books Catch-Up/Cleanup: Behind on your books? We’ll bring your records up to date efficiently and accurately.
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Responding to tax notices (this can be added as a separate service if needed)
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Responding to tax notices (this can be added as a separate service if needed)
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Sales tax filings, 1099 filing projects, or HR compliance advisement unless contracted​
Advisory & Tax Planning
We love helping clients understand what’s happening, and we always aim to make taxes feel more manageable.
Our Guidance:
Add Ons
(Proactive planning is a separate service, priced differently)
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Basic estimated tax guidance when applicable
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General tax-readiness recommendations
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Suggestions for better recordkeeping and cleaner deductions
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Recommendations tied to bookkeeping/payroll that reduce tax-time stress
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Ongoing tax strategy sessions and proactive planning
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Entity structuring decisions (LLC vs S-Corp) without a defined engagement
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Aggressive tax positions without proper documentation
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Investment, retirement, or securities planning advice
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Legal structuring or contract/legal counsel