Services
Tax Preparation for Individuals
Services
Contact our tax specialists
For more information about our tax services.
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
Our tax preparation services are built to meet the needs of individuals and families navigating complex financial situations:
High-Net-Worth Individuals – With multiple income streams, investments, and charitable giving goals.
Executors & Trustees – Responsible for estate settlements, fiduciary compliance, and beneficiary distributions.
Family-Owned Businesses – Managing personal and business tax obligations across generations.
Multi-State Filers – Needing guidance on residency rules, income allocation, and local tax laws.
Tax Preparation for Individuals
Whether you’re a high-income earner, own multiple properties, or have diversified investments, our team provides personalized tax preparation services designed to minimize liability and maximize your after-tax income.
Our Individual Tax Services include:
Form 1040 Federal income tax preparation
Multi-state filing and residency issues
Tax planning for investments, real estate, and retirement
Charitable giving strategies and documentation
IRS correspondence and audit support
Tax Preparation for Estates & Trusts
Administering an estate or trust comes with significant responsibility—and legal complexity. Our CPAs bring in-depth expertise in fiduciary accounting and tax law to help executors, trustees, and beneficiaries meet all compliance requirements while preserving the legacy intended.
We offer:
Form 1041 Federal tax returns for estates and trusts
State fiduciary income tax filings
Strategic planning to minimize estate and inheritance tax
Distributable Net Income (DNI) calculation and reporting
Year-end tax documents for beneficiaries
What to Expect When You Work With DK Partners
From day one, we make the process clear and stress-free. Here’s what you can count on:
A Dedicated CPA Team – You’ll have direct access to experienced professionals who understand the nuances of tax law.
Thorough, Deadline-Driven Preparation – We manage every detail to help ensure timely, accurate filings.
Strategic Planning, Not Just Compliance – We don’t just prepare your return—we help you plan ahead to minimize taxes long-term.
Year-Round Support – Tax questions don’t end on April 15. We’re here when you need us, all year long.
Get Started with Personalized Individual Tax Preparation
Tax season doesn’t have to be stressful. Whether you’re a high-earning professional, retiree, investor, or independent contractor, DK Partners provides tailored, accurate tax preparation that helps you keep more of what you’ve earned—and stay compliant along the way.
For over 40 years, individuals across Central Texas have trusted us to simplify their tax filings and support their financial goals.