About Proficient Tax Prep

Smarter Tax Solutions for a

Financial Future

At Proficient Tax Preparation (PTP), we believe tax preparation should be more than entering numbers and filing forms. Our goal is to make the tax process easier to understand, less stressful, and more personal.

We work with individuals, families, self-employed professionals, small business owners, investors, and rental property owners, providing tax preparation and support tailored to each client's unique situation. Whether we're preparing a straightforward individual return or working through the complexities of self-employment, investments, multiple states, or prior-year tax issues, we take the time to look at the full picture.

Education is also an important part of what we do.

We want our clients to understand their tax situation, know what they're paying and why, and have the information they need to make better financial and tax decisions throughout the year—not just at tax time.

At Proficient Tax Preparation (PTP), our clients aren't just another return. We value the relationships we've built over the years and pride ourselves on providing knowledgeable, thorough, and personalized service that our clients can rely on year after year.

Your Reliable

Partner for

Smart Tax Planning & Strategy

We handle the complexity of tax law so you can focus on your finances with confidence. From quarterly estimates to year-end filings, we create strategies that support growth and compliance, year after year.

Your Guide to Expert Tax Advisory Solutions

Our advisors help individuals and businesses make informed decisions, reduce liabilities, and stay compliant with every tax deadline.

What tax services do you offer?

We provide tax filing, audit representation, bookkeeping, payroll, and strategic tax planning for individuals and businesses.

What types of clients does Proficient Tax Preparation work with?

We work with individuals, families, self-employed professionals, small business owners, investors, and rental property owners. We also prepare individual income tax returns for clients who need to file in multiple states.

What do I need to get started with my tax return?

Once you're ready to begin, you'll receive instructions for securely uploading your tax documents through the SecureFilePro portal. Returning clients can use their existing Client Portal, while new clients can use the Guest Portal until their individual portal is created.

How long does tax preparation take?

Straightforward individual returns are typically completed within 1–3 business days once all required documents have been received. More complex returns may require additional time, particularly those involving businesses, investments, rental properties, multiple states, or other complex tax matters. Turnaround time will depend on the individual return.

Can you prepare returns for clients outside of Texas or California?

Yes. Proficient Tax Preparation prepares individual income tax returns for clients throughout the United States and can handle multi-state filing when necessary.

What happens if I'm not ready to file by the tax deadline?

If you're unable to provide everything needed to complete your return by the filing deadline, an extension may be filed when appropriate. An extension gives you additional time to file your return, but it does not extend the time to pay any tax that may be due.