Bookkeeping Services for Small Businesses in Dallas, TX
At APEX Income Tax & Multiservice, our bookkeeping solutions keep your business finances accurate, up to date and ready for tax season. Bank reconciliations, transaction categorization, Profit & Loss statements, and catch-up bookkeeping handled by a local Oak Cliff team in English or Spanish.
Schedule a Bookkeeping Consultation
We review where your books stand, what you need each month and what it will cost.
What’s Included in Our Bookkeeping Services?
Everything a Dallas small business needs to maintain crystal-clear financial books, protect cash flow, and walk into tax season completely stress-free.
Bank & Card Reconciliations
We cross-verify every bank, credit card, and loan statement against your ledger to catch missed fees, double charges, and maintain an audit-proof cash flow record.
Transaction Categorization
Every income and expense is cataloged into IRS-compliant tax schedules, systematically maximizing your eligible write-offs and eliminating guesswork at filing time.
Financial Statements & Reporting
Delivered straight to you every month: professional Profit & Loss (P&L) statements and Balance Sheets ready for investors, banks, SBA loans, and tax advisors.
Catch-Up & Cleanup Bookkeeping
Fallen 3 months or 3 years behind? We step in, recover past records, eliminate messy ledger discrepancies, and bring you 100% current without judgment.
Proactive Tax Planning Support
Clean books unlock intelligent tax strategies. We analyze trends throughout the year so you don't overpay when annual filing deadlines arrive.
Year-End & IRS Tax Preparation
Seamless hand-off to your tax return with closed books, verified 1099 figures, zero costly discrepancies, and complete peace of mind for you and your CPA.
Behind on your books or facing messy spreadsheets?
Schedule a 30-minute free consultation. We review your current accounts, give you a transparent fixed monthly rate, and map out a catch-up plan.
Who We Help
We work with Dallas-area small businesses and self-employed owners who want accurate books without doing it themselves.
LLCs & Sole Proprietors
Keep business and personal spending separate and your records ready for your business tax return.
Self-Employed & 1099 Contractors
Track income and deductible expenses all year instead of rebuilding them in April.
Growing Small Businesses
Get monthly financial statements to manage cash flow, pricing, and hiring decisions.
Owners Who Are Behind
Months or years of catch-up work, cleaned up and reconciled before your filing deadline.
Bookkeeping Pricing
Your final monthly price depends on the complexity of your business and number of accounts. We confirm it before any work begins.
Monthly Bookkeeping
- Bank & credit card reconciliations
- Transaction categorization
- Profit & Loss statement and Balance Sheet
- Monthly updates (weekly or quarterly available)
Catch-Up & Special Projects
- Months or years of past-due books
- Cleanup of inaccurate records
- Ready for tax filing, audits or year-end
- Clear step-by-step restoration plan
Year-End & Tax Support
- Year-end review and reconciliation
- Proactive tax planning support
- Seamless hand-off to our business tax team
- Audit-ready financial record backup
Why Bookkeeping Matters
The IRS explicitly highlights that good records help small business owners monitor growth, justify tax deductions, and avoid audit penalties.
- Monitor the progress of your business
- Prepare your financial statements
- Identify sources of your income
- Keep track of your deductible expenses
- Keep track of your basis in property
- Prepare your tax return and support items reported
Source: IRS, “Why should I keep records?”
How Long Should You Keep Business Records?
Clean monthly books make these IRS retention rules easy to comply with:
General income tax returns from filing date
Employment tax records after tax is due
Unreported income over 25% of gross income
Claims for worthless securities/bad debt
How It Works
Consultation
We review your business, accounts and records and confirm your monthly price.
Set Up & Catch Up
We collect your statements securely and bring any past-due months current.
Monthly Bookkeeping
Reconciliations, categorization, and your Profit & Loss and Balance Sheet every month.
Tax-Ready at Year-End
Year-end review and tax planning, ready for your business tax return.
Four things you can count on with every ITIN.
Free Document Review
Your first 30-minute ITIN consultation is free. We confirm you qualify and send a checklist before you ever set foot in our office.
Certified In-House
Our IRS Certifying Acceptance Agent verifies and authenticates your original documents in our office — so your passport never goes in the mail.
Secure & Private
Your identity documents are handled in our Oak Cliff office or through our secure client portal — never on an unsecured email or upload.
Here After You File
Questions, IRS letters, or a status update months later? Call the same Dallas team that prepared your application — any time of year.
Esteban & Wendy B. · Owners · Your preparers
Getting an ITIN is more than filling out a Form W-7.
Anyone can print a Form W-7. The difference with an authorized Certifying Acceptance Agent is what you don't have to risk — your original passport, weeks of waiting, and a rejected application. At APEX, you sit down with local experts in Oak Cliff, Dallas, in person or virtually, to get your ITIN right the first time.
We prepare your W-7, issue the Certificate of Accuracy on site, and package it with your federal tax return so the IRS has everything it needs — no second trips to the mailbox.
Dallas trusts us with their taxes.
“Esteban took the time to review everything thoroughly, answered all my questions, and found deductions I didn't even realize I qualified for.”
“Their team made the entire process of tax preparation in Dallas TX stress-free and accurate.”
“Professional, knowledgeable and timely. He had a solid strategy for me going forward, too. Reasonable price.”
“I was able to get caught up on my business taxes in Texas. Their team explained everything clearly and helped me stay compliant.”
“He took care of it quickly as well as did my business's taxes and also got several questions answered. I will do business with them again.”
“Having the flexibility to do my taxes from the comfort of my home through virtual appointment. Appointment started on time and great customer service.”
Ready to get your books organized and tax-ready?
Schedule a free 30-minute bookkeeping consultation or call our Oak Cliff office. We explain every step in English or Spanish — and quote your monthly rate before any work begins.
Questions, answered.
Walk-ins welcome. Easy parking.
2743 S. Hampton Rd, Suite A, Dallas, TX 75224. Or file 100% virtually from anywhere in Texas or the US.
Tax season · Jan 2 – Apr 18
Open 7 days a week, extended hours
Apr 19 – Jan 1
Mon – Fri 10am – 7pm, Saturday 10am – 5pm, Sunday Closed
Serving all of DFW (33 cities)
APEX Income Tax & Multiservice LLC
2743 S. Hampton Rd, Suite A, Dallas, TX 75224
Get your taxes off your plate this week.
Upfront quote. Every credit checked. A team that answers the phone in June.