Services

Tax Preparation for Individuals

Services

Tax Advisory & Compliance
Client Advisory Services
Audit & Attestation
Consulting

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At DK Partners, we provide expert Federal and State tax preparation for individuals, estates, and trusts with the precision and care that comes from over 40 years of experience. Whether you’re managing personal income, administering a trust, or settling an estate, our team ensures full compliance and strategic guidance tailored to your unique financial situation.

Who We Serve

We know that no two financial situations are the same. That’s why we offer personalized tax services designed to support individuals and families with more complex needs. We proudly serve:

  • High-Net-Worth Individuals – If you have multiple income streams, investments, or charitable giving goals, we help bring clarity and strategy to your tax planning.
  • Executors & Trustees – Managing someone’s legacy is a big responsibility. We’re here to guide you through every step—compliantly and compassionately.
  • Family-Owned Businesses – When personal and business finances overlap, we help you navigate both with care and precision, across generations.
  • Multi-State Filers – Living, working, or investing across state lines? We’ll make sure your tax strategy covers every angle.

Tax Preparation for Individuals

Your financial life is dynamic—and your tax strategy should be too. Whether you’re a high-income earner, own multiple properties and/or businesses, or are growing a diverse investment portfolio, our experienced CPAs work closely with you to minimize your tax burden and help you keep more of what you’ve earned.

Our services include:

  • Federal income tax preparation (Form 1040)
  • Help with multi-state filing and residency rules
  • Strategic planning for investments, real estate, and retirement
  • Charitable giving strategies with proper documentation
  • Support with IRS correspondence and audit situations

Tax Preparation for Estates & Trusts

Handling a loved one’s estate or trust can feel overwhelming. We’re here to make the process easier—helping executors, trustees, and beneficiaries fulfill their responsibilities while preserving the legacy left behind.

We offer:

  • Federal fiduciary tax return preparation (Form 1041)
  • State fiduciary income tax filings
  • Planning to reduce estate and inheritance taxes
  • Distributable Net Income (DNI) calculation and reporting
  • Year-end tax documents for beneficiaries

What to Expect When You Work With DK Partners

We know taxes can be stressful—but they don’t have to be. When you partner with DK Partners, you’ll have a team that truly listens, takes the time to understand your needs, and stays by your side every step of the way.

Here’s what you can expect:

  • A Dedicated CPA Team – You’ll work directly with experienced professionals who know the ins and outs of tax law—and care about getting it right for you.
  • Accurate, On-Time Filings – We handle the details so you don’t have to worry about deadlines or missed opportunities.
  • More Than Compliance – We look beyond this year’s return to help you plan smarter for the future.
  • Support Year-Round – Questions don’t stop after April 15—and neither does our support.

Let's Get Started

You’ve worked hard to build your wealth, grow your business, or protect a family legacy. Our job is to help you protect it, too—with smart, personalized tax solutions that bring peace of mind.

For over 40 years, individuals across Central Texas have trusted us to simplify their tax filings and support their financial goals.

Ready to take the stress out of tax season? Let’s talk.

contact us