IA-CPA LLC
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Step 1: Complete our Tax Questionnaire

Fill out my online form.

Step 2: Send us your financial information

Financial Statements
​Profit & Loss + Bal. Sheet

You can provide us with a comparative income statement and balance sheet in excel or CSV.
Sample P&L and Bal Sheet
File Size: 32 kb
File Type: xls
Download File


Include your list of equipment and ​fixed assets

You can provide us with basic schedule that list your fixed assets and equipment. This list should include assets over $300 and should contain the date purchased, a description, and amount.

Don't have financials?
​Use our template!

Complete and send the below schedule of
​ income and expenses. 
Income and Expense Template
File Size: 34 kb
File Type: xls
Download File


Don't have a list of assets? 
​Use our template!

Complete the asset list template. 
Asset List Template
File Size: 9 kb
File Type: xlsx
Download File


Step 3: Upload your Tax Documents Below

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Upload your files by clicking the Dropbox image above.


Step 4: Click Below for Individual Taxes

Click HERE to go to our Individual Tax page

Do you need to send a one-time payment?

Electronic Check

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Payment via US mail

Make checks payable to: IA-CPA LLC
Mail to: 
107 N Lakeview Drive, Lake Dallas, TX 75065

Credit Card


Questions? Schedule a Zoom Meeting Below:

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107 N. Lakeview Drive, Lake Dallas, TX 75065 
​8330 LBJ Freeway, Suite B692, Dallas, TX 75243