Tax Preparation for Individuals and Small Businesses

Taxes can be complicated and time-consuming. Let us help you simplify the process. We're a full-service tax preparation firm for individuals and small businesses, with a focus on pass-through business structures (LLCs, Partnerships, S-Corps).



  • Federal and state income tax return preparation for Single, Married Filing Jointly, Married Filing Separately, and Head of Household taxpayers

  • Optimization between the standard deduction and itemization

  • Buying or selling of principal residence

  • Charitable giving 

  • Pass-through activity from businesses

  • Rental real estate

  • Child and dependent care expenses

  • Medical expenses



  • Federal and state return preparation

  • Qualified Business Income (QBI)

  • Asset depreciation and amortization

  • Repairs and maintenance analysis

  • Vehicle expenses

  • Travel and meals

  • 1099 reporting

  • Franchise taxes

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WellPlanned Finance PLLC

1801 E 51st St, Ste 365-297

Austin, TX  78723

(512) 582-3423

© 2019 by WellPlanned Finance PLLC

WellPlanned Finance PLLC (“WPF”) is a registered investment advisor offering advisory services in the State of Texas where registered/notice filed] and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WPF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.


All written content on this site is for information purposes only. Opinions expressed herein are solely those of WPF, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.