Smart Tax Prep, your trusted partner.

Smart Tax Prep is making its mark and growing in our local community.
Situated in Carrollton, TX, we're here to meet the financial needs of our neighborhood.

Who We Are

We're here to bring you the personalized feel of a tax consultant with the security and confidence of an experienced company. Our clients roll in from all sorts of backgrounds and company sizes.

What We Do

Smart Tax Prep offers personalized advice for your financial and accounting needs. Our success is built on quality, experience, commitment, and the trust our clients place in us. 

Your Tax Experts

Our team is trained to understand your needs or you or your business. 

Luis A. Palomo

Founder & CEO

lpalomo@smarttaxprep.com

Daisy Palomo

Sr. Financial Consultant

F.A.Q's

  • Where is SMART Tax Prep located?

    Visit us at 1700 S Josey Ln, Carrollton, TX 75006. Our office is near the back entrance!

  • What are your office hours?

    Our office is now open Monday to Friday from 1PM to 8PM.


    We're happy to accommodate clients outside our regular hours! Contact us to arrange a meeting by appointment.

  • Does SMART Tax Prep offer electronic filing?

    Yes, we do! We offer e-file (electronic filing) and direct deposit for refunds directly sent to you or your business's bank account.

  • What services and guarantees does SMART Tax Prep you offer?

    Getting professional tax advice can be expensive, but it doesn't have to be. We offer free tax advice services that you can access by simply stopping by our office or giving us a call.


    1. Did you prepare your tax return last year, or did someone else do it for you? We can check it for free.
    2. In the event that the IRS audits any of our customers, we will be there to accompany them to the audit. 
    3. If an error was made while preparing your tax return that results in a cost of interest or penalty, we will take responsibility and pay that interest and penalty for you.

    We want to make sure our customers are confident in the accuracy of their tax returns and we are committed to providing the best possible service.

  • What should I bring to the SMART Tax Prep office?

    1. Personal information for each family member:


    • Name
    • Date of Birth
    • Social Security Card /ITIN/ATIN
    • Last Year's Tax Return
    • Valid Driver's License

    2. Income and tax information:


    • W-2's
    • Interest (1099-INT or substitute)
    • Dividend Slips (1099-DIV or substitute)
    • Stock Sales (1099-B or Broker Statement)
    • Self-Employment Income and Expenses
    • Sale of a Personal Residence
    • Rental Income and Expenses
    • Sale of any Business Assets
    • Gambling or Lottery Winnings
    • State Income Tax Refund
    • Pension Income (1099-R)
    • Estimated Taxes Paid
    • Social Security or Railroad Retirement
    • IRA or 401(k) Distribution
    • Unemployment Compensation
    • Miscellaneous Income (1099-MISC)

    3. Deductions and adjustments: 


    • Medical Expenses
    • Real Estate or Personal Property Taxes
    • Mortgage Interest
    • Charitable Contributions
    • Employee Business Expenses
    • Gambling Losses
    • Moving Expenses
    • Traditional IRA Contributions
    • Higher Education Expenses
    • Educator Expenses
    • Student Loan Interest

    4. Tax credits:


    • Child Care Provider/Address and their Employer Identification Number (EIN) or Social Security Number (SSN)
    • Adoption Expenses
    • Retirement Savings Contributions

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