Comprehensive Tax Services in Palestine, Texas
Year-round preparation, planning, payroll, and IRS representation for families, churches, ministries, and organized businesses
McMullen Tax Services delivers clear, defensible tax work guided by an Enrolled Agent (EA) who can represent clients in all 50 states. Whether you need a straightforward return, help with a notice, or proactive planning before a big purchase, we handle it with line-by-line accuracy and plain-English guidance.
Income Tax Preparation (All Entities)
Accurate returns start with good information and careful review. We prepare returns for individuals and families, clergy, trusts and estates, partnerships, and S-/C-corporations, including multi-state filings. Every return is built line by line, tied to source documents, and explained so you know what you’re signing. Expect organized checklists, proactive questions to capture lawful deductions and credits, timely e-filing, and amendment reviews when it benefits you. For clergy and agricultural clients, we navigate housing allowance, dual-status, seasonal income, depreciation, and special schedules with care.
What’s included
Clear document checklist and secure intake
Line-by-line review and explanation
E-file with confirmations you can keep
Prior-year return check for missed opportunities
IRS Representation
When the IRS sends a letter, you don’t have to go it alone. As an Enrolled Agent, John can speak to the IRS for you, interpret notices, respond on deadlines, and manage audits, CP2000 mismatches, penalties, adjustments, and payment plans. We organize your records, build a clean paper trail, and keep you informed at each step. The goal is a practical resolution that closes the loop and restores peace of mind.
Common representation needs
Audits, underreporting notices, and matching issues
Penalty relief and payment plan negotiations
Prior-year problem cleanup and documentation requests
Tax Advisory & Mid-Year Planning
The best savings happen before a transaction. Call us prior to any $5k–$10k decision—equipment purchases, vehicles, benefits elections, real estate moves, or entity changes—so we can time and structure it to reduce taxes and protect cash flow. We advise on Section 179/bonus depreciation, accountable plans, withholdings/estimated taxes, and multi-state implications. Clergy and ag clients get tailored guidance for their unique rules and timing.
Advisory deliverables
Plain-English action plan with next steps
Timing and structure recommendations
Checkpoints for withholdings and estimated taxes
Payroll & Bookkeeping
Keep operations clean, compliant, and ready for review. We set up or tune payroll (including clergy dual-status nuances), file quarterlies (941/940), and deliver year-end W-2/1099 packages. On the books side, we tailor your chart of accounts, reconcile monthly, close cleanly, and document everything so lenders, boards, and tax authorities can follow the story. Need QuickBooks cleanup or migration? We’ll handle that, too.
What you can expect
Compliant payroll with on-time filings
Monthly reconciliations and clean closes
Audit-ready documentation and reports
Benefits Guidance
Make benefits choices that actually fit your tax plan. We provide unbiased guidance on HSAs, FSAs, and 401(k)s—from contribution levels and Roth vs. traditional choices to owner-employee rules and documentation. We do not sell financial products, so our advice stays conflict-free. For clergy, we coordinate benefits decisions with housing allowance and self-employment tax considerations.
Typical guidance topics
Contribution strategy and tax impact
Plan selection and documentation requirements
Year-end substantiation and records management
Our Value, In Plain Terms
Accuracy Over Assumptions. If a number isn’t supported, we don’t use it. Integrity in Pricing & Delivery. Individual filing starts at $185; quotes for prep work are free. Advisory deposits—$100 individuals / $200 businesses—apply to your project if you move forward. Education First. We explain what we file and why so next year is easier. Client Defense. As an EA, John stands between you and the IRS and handles the back-and-forth. Community-Minded. Free student returns and local financial-literacy outreach.
Free Estimation
Make the Smart Move Before You File
