Austin Tax Preparation & Planning - Let’s Build a Clearer Picture

What's waiting to be discovered in your financial information? 

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Tax Strategy That Works When Connected To A Long-term Plan

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    We prepare individuals and families, as well as, business tax returns for solopreneurs, small business owners, partnerships, and businesses at different stages of growth.


Tax Preparation Is More Than Entering Numbers Into a Form


A well-prepared return requires understanding tax laws, how they apply to your circumstances, and the deductions, credits, and planning opportunities available to you. We take that responsibility seriously and advocate for your interests within the tax law.


Your tax history also matters. As we become familiar with your income, business activities, and changing circumstances over time, we gain valuable perspective that helps us prepare future returns and recognize opportunities for effective tax planning.

Tax Planning Works Best When It's Connected


For clients who also use our bookkeeping, payroll, or financial advisory services, having access to current financial information helps us calculate estimated tax payments, recognize potential tax implications, and consider planning opportunities throughout the year.


We also work with clients who come to Mosaic exclusively for tax services. Regardless of which services you use, we take the time to understand your financial information and discuss changes that may affect your tax situation.


We use TaxDome, a secure and easy-to-use client portal, to share documents, keep your tax information organized, and stay in touch throughout the year. This ongoing communication helps us recognize changes in your financial circumstances, identify tax planning opportunities, and discuss important decisions well before tax season arrives.

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Individual Tax Returns

Solopreneurs & Small Businesses

Solopreneurs & Small Businesses

  •  Basic Individual Return (Form 1040)
    W-2 wages, retirement income, Social Security, interest and dividends, the standard deduction, and common credits like the Child Tax Credit.
    Starting at $250


  • Itemized Deductions or Investment Sales
    For homeowners who itemize mortgage interest, property taxes, and charitable gifts, or anyone who sold stocks, funds, or crypto during the year.
    Starting at $400


  • Rental Property
    Added to your individual return for each rental property you own.
    $125 per property


  • Amended Return (Form 1040X)
    Updating a return that’s already been filed, whether to add a form that arrived late, claim a credit, or reflect new information.
    Starting at $250


  • Extension (Form 4868)
    Extra time to file when you need it. Free for current Mosaic tax clients.
    $75





Solopreneurs & Small Businesses

Solopreneurs & Small Businesses

Solopreneurs & Small Businesses

  •  Individual Return with Self-Employment Income (Schedule C)
    For freelancers, self-employed, sole proprietors, and single-member LLCs. Includes your home office, vehicle, and depreciation schedules.
    Starting at $600


  • Partnership or Multi-Member LLC Return (Form 1065)
    Includes a Schedule K-1 for each partner.
    Starting at $1,200


  • Quarterly Estimated Tax Payments
    We calculate all four of your estimated payments for the year and send you a reminder before each due date.
    $150 per year


  • 1099 Preparation and Filing (1099-NEC and 1099-MISC)
    Up to five forms, plus $25 for each additional form.
    Starting at $75


  • Returns for Other States
    Texas doesn't have a state income tax, but if you earned income in another state, we can file that return for you.
    $17 per state


Texas Business Taxes

Solopreneurs & Small Businesses

Texas Business Taxes

  •   Texas Franchise Tax Report
    Your annual No Tax Due or EZ Computation report, plus the required Public Information or Ownership Information Report.
    Starting at $150


  • Texas Sales & Use Tax
    Monthly, quarterly, or annual filings with the Texas Comptroller.
    Starting at $100 per filing


  • Mixed Beverage Taxes (MBGRT and MBST)
    Gross receipts and sales tax filings for businesses that serve alcohol.
    Starting at $125 per filing


Year-Round Tax Support


  • Tax Planning and Projections
    A sit-down session to look ahead: estimating what you'll owe, planning for a big life or business change, or deciding when to make a major purchase.
    $125 per hour


  • IRS or Texas Comptroller Letters
    Received a notice? Send it our way. We'll explain what it means and help you respond.
    $125 per hour

Tax Clarity Within Your Financial Framework

 

Common Questions

Do you only handle business taxes?

We prepare personal tax returns for individuals and families, as well as business tax services. You don't need to use our other financial services to work with us for taxes.


Can you handle my quarterly estimated taxes?

Yes. We calculate quarterly estimated tax payments, help you stay aware of payment deadlines, and review your estimates when changes in income or other financial circumstances may affect what you owe.


Does it help to work with the same tax preparer year after year?

Absolutely! Having a consistent understanding of your tax history, previous filings, and changing circumstances gives us valuable context when preparing future returns. It also helps us recognize planning opportunities that may develop over time.


What if my taxes are complicated?

We take the time to understand your circumstances, review the applicable tax requirements, and identify potential deductions, credits, and planning opportunities. If your situation requires specialized expertise beyond our scope, we'll be transparent about that and help you determine the appropriate next step.


When should I reach out?

Ideally, before tax season. Changes in income, major purchases, business investments, or other financial decisions can affect your taxes. 


We use TaxDome, a secure and easy-to-use client portal, to share documents, keep your tax information organized, and stay in touch throughout the year. This ongoing communication helps us recognize changes in your financial circumstances, identify tax planning opportunities, and discuss important decisions well before tax season arrives.

Book a Free Consultation