Small Business CPA and Tax Services in Austin, Dallas and San Antonio

Helping business owners reduce taxes, stay compliant, and grow with confidence.

Expert tax preparation, bookkeeping, and tax planning tailored for Texas businesses.

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Ready to Stop Overpaying in Taxes?

Let’s build a strategy that works for you

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Serving Businesses Across Texas

We proudly provide CPA and accounting services to clients in:

Austin, TX
Dallas, TX
San Antonio, TX

Sound Familiar?

  • “I make good money… so why does it feel like the IRS gets most of it?”
  • “No one ever really explained how this works.”
  • “I don’t know what I can actually deduct.”
  • “I’m too busy running my life or business to figure this out.”
  • “I set up an LLC… now what?”
  • “I’m worried about getting audited.”

You’re not alone—and more importantly, you don’t have to figure it out by yourself.

The Solution

A Smarter, Simpler Approach to Taxes

At Garza Tax & Advisory, we go beyond tax filing. We help you understand your numbers, build a proactive strategy, and make confident financial decisions—without the overwhelm.

You get a trusted advisor who simplifies the complex and helps you keep more of what you earn.

How we help

Tax Services

Reliable tax preparation services in Austin, Dallas, and San Antonio designed to minimize liability and ensure compliance.

Bookkeeping

Accurate, real-time bookkeeping services for small businesses so you always know your numbers.

Tax Planning

Strategic tax planning services to reduce what you owe and keep more of what you earn.

Business Formation

Start your business the right way with expert LLC and entity formation services.

QuickBooks

Setup, cleanup, and ongoing QuickBooks support for better financial control.

A Simple, Proven Process

Step 1: Listen & Learn

We start by understanding your situation, goals, and challenges.

Step 2: Understand & Bridge the Gaps

We identify missed opportunities and areas for improvement.

Step 3: Build a Strategy

We create a clear, customized tax plan tailored to you.

Step 4: Simplify & Guide

We walk with you every step of the way—so you feel confident and in control.

Why Clients Choose Garza Tax & Advisory

  • 18+ years of high-level corporate tax experience
  • Strategy-first approach (not just tax filing)
  • Clear, simple guidance—no jargon or overwhelm
  • Personalized support tailored to your goals
  • Focus on helping you keep more of what you earn

You get corporate-level expertise—with a personal, approachable experience.

Who We Work With

  • Busy families who want a trusted advisor
  • Real estate professionals
  • Side hustlers needing structure
  • High-income earners tired of overpaying taxes
  • Small business owners and entrepreneurs seeking clarity

What You Can Expect

  • Proactive tax strategies (not last-minute surprises)
  • Clear, easy-to-understand guidance
  • Confidence in your financial decisions
  • Reduced tax burden over time
  • A long-term partner—not just a tax preparer

We turn confusion into clarity—and stress into confidence.

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Trusted. Credentialed. Experienced.

Dwayne is a licensed CPA with advanced tax training, registered with the Texas Secretary of State, and approved by the IRS to prepare both individual and business returns.

He also brings years of auditing experience—including work with public-sector organizations—giving him deep expertise in compliance, documentation, and regulatory processes.

Why We Do This

Tax strategy shouldn’t be reserved for large corporations or the ultra-wealthy.

Our mission is to make tax planning accessible, proactive, and empowering—so you can make smarter decisions, keep more of what you earn, and feel confident about your financial future.

Frequently Asked Questions

Have questions about taxes, bookkeeping, or running your business?
Here are answers to the most common questions we hear from business owners across Texas.

If you’re running a business in Texas, working with a CPA can save you time, reduce risk, and often lower your tax liability. While you can file taxes on your own, most business owners reach a point where compliance, deductions, and planning become too complex to manage confidently. A CPA helps ensure your books are accurate, your filings are correct, and your tax strategy is working for you—not against you.

At Garza Tax & Advisory, we provide end-to-end financial support for small businesses. That includes tax preparation, bookkeeping, tax planning, QuickBooks support, and business formation guidance. Our goal is to give you clarity on your numbers, keep you compliant, and help you make smarter financial decisions as your business grows.

Bookkeeping is the process of tracking your daily financial activity—income, expenses, and transactions. Accounting builds on that by organizing and interpreting your financial data so you understand your profitability and performance. Tax planning is the strategic side—looking ahead to reduce what you owe legally and structure your business in the most tax-efficient way possible. All three work together to support a healthy, growing business.

Most Texas businesses must handle federal tax filings, and many are also required to file a Texas franchise tax report each year. Depending on your business type, you may also have payroll taxes, sales tax, and other compliance requirements. We help you stay on top of all required filings so nothing is missed and everything is submitted accurately and on time.

Yes, most LLCs operating in Texas are required to file an annual franchise tax report, even if no tax is owed. Filing requirements depend on your revenue and entity structure, but missing this step can lead to penalties or administrative issues. We make sure your filings are handled correctly and help you understand what applies to your specific business.

This typically becomes worth considering once your business is generating consistent profit beyond your salary needs. Electing S corporation status can offer tax advantages, particularly around self-employment taxes, but it must be set up and managed correctly. We evaluate your financials and help you determine if—and when—making the switch makes sense for your situation.

Yes. We help businesses set up QuickBooks correctly from the start, clean up messy or inaccurate books, and provide ongoing support so your financial data stays reliable. Having clean, up-to-date books is critical—not just for taxes, but for making informed business decisions throughout the year.

Absolutely. We serve clients across Austin, Dallas, and San Antonio, and we work efficiently with business owners both locally and remotely. With secure systems and streamlined processes, you get the same high level of service no matter where you’re located in Texas.

Yes—this is one of the biggest reasons business owners work with us. Through proactive tax planning, we identify opportunities to reduce your tax burden using legal, IRS-compliant strategies. This includes optimizing your entity structure, timing income and expenses, and maximizing available deductions and credits.

Getting started is simple. We begin with a conversation to understand your business, your goals, and your current setup. From there, we recommend the right services and outline a clear path forward. Whether you need help with taxes, bookkeeping, or long-term planning, we’ll meet you where you are and help you move forward with confidence.

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