Plano, TX · Garland · Flower Mound · Maryland

Reduce Taxes.
Grow Assets.
Protect What
You've Built.

Assured Bookkeeping and Tax Service delivers expert tax preparation, strategic planning, and accurate bookkeeping for individuals and small businesses across DFW and the Greater DMV area.

Book Free 30-Min Consultation Explore Our Services
10+
Years of Experience
4
Convenient Locations
4,273
Happy Clients
Why Choose Assured

10+ Years of Proven Expertise

Serving individuals and small businesses since 2014 with accuracy and compliance.

4 Convenient Locations

Offices in Plano, Garland, Flower Mound, and Montgomery Village MD.

Free Initial Consultation

Start risk-free with a complimentary 30-minute consultation before you commit.

Truly Personalized Service

We listen and tailor every strategy to your unique business and personal goals.

One-Stop Financial Partner

Bookkeeping, payroll, tax planning, and estate strategy — all under one roof.

Comprehensive Financial Solutions

Every Financial Need,
Under One Roof

From daily bookkeeping to long-term estate planning, Assured delivers the full spectrum of financial services your business and personal life demands.

Tax Preparation Services

Accurate, thorough personal and business tax preparation with a clear focus on saving you money and maximizing every legitimate deduction and credit available to you.

Tax preparation services

Bookkeeping Services

Timely, precise bookkeeping that gives you a real-time view of your finances — empowering smarter business decisions and stronger profitability.

Advisory & Tax Planning

Comprehensive strategic planning covering taxes, entity structure, retirement, investments, and estate — designed as one cohesive strategy.

Tax Resolution Services

Expert help navigating IRS disputes, back taxes, and compliance issues — resolving problems efficiently while minimizing financial and emotional stress.

Payroll Services

Reliable payroll processing that keeps your business compliant and your team paid accurately and on time, every time.

Financial Statements

Clean, professional financial statements that give you, your lenders, and stakeholders a clear and accurate picture of your business health.

Our Core Capabilities

Expertise That
Works For You

Strategic Tax Planning

We look at your complete business and personal picture to identify proven strategies that legally reduce your tax burden and keep more money in your pocket.

Accurate, Timely Bookkeeping

Reliable bookkeeping is the foundation of every profitable business. We deliver the clean, current financials you need to make confident decisions.

Personal & Business Tax Prep

From individual returns to complex business filings, we prepare every return with a sharp focus on maximizing your refund and minimizing your liability.

Tax Resolution Services

Facing an IRS issue? We guide you through the resolution process quickly and efficiently, reducing stress and protecting your financial standing.

Entity & Retirement Planning

Structure your business and plan your future with confidence. We help you choose the right entity and build a retirement strategy aligned with your goals.

Estate & Investment Planning

Protect the wealth you've worked to build. We integrate estate and investment planning into a cohesive strategy designed to preserve assets for the long term.

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Assured Bookkeeping team
About Assured

Your Trusted
Financial Partner
Since 2014

Assured Bookkeeping and Tax Service was founded with a straightforward mission: give individuals and small business owners access to the same caliber of financial expertise that larger companies rely on. Since 2014, we've been delivering accurate bookkeeping, strategic tax planning, and expert tax preparation to clients across the DFW Metroplex and Greater DMV area.

Our four offices — in Plano, Garland, Flower Mound, and Montgomery Village, MD — are a direct reflection of how we operate: we meet clients where they are. Whether you're a sole proprietor managing rapid growth or a family navigating a complex tax year, we have a team and a location ready to serve you.

What sets Assured apart isn't just our depth of knowledge — it's our commitment to truly listen, be transparent, and exceed your expectations every single time.

  • Treat you with courtesy and professionalism
  • Be clear, upfront, and honest
  • Listen to you, not just hear you
  • Exceed your expectations, every time
How We Work

A Simple Path to
Financial Clarity

01

Free 30-Minute Consultation

Start with a no-obligation conversation where we learn about your financial situation, your goals, and the specific challenges you're facing.

02

Comprehensive Review

We take a big-picture look at your business and personal finances, identifying opportunities to reduce taxes and strengthen your financial foundation.

03

Custom Strategy Development

Using the right combination of tax, legal, and financial tools, we build a tailored strategy designed to maximize your benefits at the right time.

04

Ongoing Partnership

We don't disappear after filing season. As your financial partner, we remain available year-round to answer questions and adjust strategies.

Serving DFW & Greater DMV

Four Locations,
One Team

Plano (Main)

2850 W Parker Rd
Plano, Texas 75075

(972) 242-5700

Garland

119 West Kingsley #114
Garland, TX 75041

(972) 271-8700

Flower Mound

1260 Flower Mound Rd Suite 400
Flower Mound, TX 75028

(214) 222-5234

Maryland

19640 Club House Rd
Gaithersburg, MD 20886

(301) 740-3345
Common Questions

Frequently Asked
Questions

A tax advisor is a financial expert with deep knowledge of tax law who helps you legally minimize liabilities, stay compliant, and build smarter long-term financial strategies — for both your business and personal situation.

Bookkeeping fees are based on your specific volume of activity — including the number of monthly transactions, bank accounts, and credit cards that need to be reconciled. We'll give you a clear, upfront quote after our initial consultation.

Our tax advisory goes far beyond filing. We examine your complete business and personal financial picture and advise on specific strategies to reduce taxes, grow assets, and protect your wealth over time.

Yes. While our physical offices are in Plano, Garland, Flower Mound, and Montgomery Village MD, we work with individuals and small businesses across the US for tax and advisory services.

Absolutely. Our Tax Resolution Services are specifically designed to help you resolve IRS issues — including audits, back taxes, and compliance notices — as quickly and smoothly as possible.

Yes. We serve both individual filers and small business owners, offering tailored services for each — from personal tax returns and estate planning to business bookkeeping, payroll, and entity structuring.

Our combination of multi-location convenience, 10+ years of hands-on experience, and a genuine commitment to personalized service means you're never just a case number — you're a client we're invested in helping succeed.

Get Started Today

Take Control of Your
Financial Future

Start with a free, no-obligation 30-minute consultation. Our team is ready to listen, assess your situation, and map out a strategy that works for you.

Book Free 30-Min Consultation info@assuredbats.com
Plano (Main)

2850 W Parker Rd
Plano, Texas 75075

(972) 242-5700
Garland

119 West Kingsley #114
Garland, TX 75041

(972) 271-8700
Flower Mound

1260 Flower Mound Rd Ste 400
Flower Mound, TX 75028

(214) 222-5234
Maryland

19640 Club House Rd
Gaithersburg, MD 20886

(301) 740-3345
Get Directions to Plano Office