Bookkeeping · Payroll · Tax
Bookkeeping and Payroll Services in Dallas, with Tax Support
Books, payroll and filings handled by one coordinated team, so your records stay tax-ready all year instead of coming together in a rush every spring.
Short answer: LUCI Financial Solutions provides bookkeeping and payroll services in Dallas–Fort Worth: monthly bookkeeping with payroll management, 1099 filing, sales tax filing and business tax preparation available as add-ons, so one team keeps the books and the compliance work in sync. Returns are prepared by Katrina Lochocki, CPA, LUCI’s Tax Strategist, and tax preparation is offered only to ongoing bookkeeping clients. LUCI is not a CPA firm and does not prepare standalone returns for non-clients.
Why keeping books, payroll and tax together saves you work
When the bookkeeper, the payroll provider and the tax preparer never talk to each other, the owner ends up as the messenger. Payroll totals don’t match the P&L, contractor payments aren’t flagged for 1099s, and in March the tax preparer sends questions about transactions from last May. Every one of those fixes takes your time, and some cost penalties.
With one team responsible for all of it, those gaps close:
- Payroll is recorded and reconciled in the same books that feed your tax return.
- W-9s are collected when a new contractor is first paid, not chased down in January.
- Sales tax collected from customers ties out to what is filed.
- Your tax preparer receives a reviewed year-end financial package instead of a raw QuickBooks file.
- Tax planning happens during the year, while there is still time to act on it.
Bookkeeping and payroll services Dallas businesses can combine
Monthly bookkeeping
Reconciliations, senior review and monthly financial statements in QuickBooks Online, plus a year-end financial package for tax preparation.
Payroll management
Payroll coordinated each cycle and posted correctly, so wages, employer taxes and benefits land in the right accounts.
1099s and W-9s
Contractor W-9s gathered through the year, then 1099s prepared and filed at year-end.
Sales tax filing
Returns filed on the schedule the state assigns you, with collected tax reconciled to the books.
Multi-state compliance
Registration and ongoing filings when you hire, sell or operate in states beyond Texas.
Tax preparation and planning
For ongoing clients only: Forms 1040 with Schedule C, 1120S, 1120 and 1065, prepared by Katrina Lochocki, CPA.
Who prepares your business tax return, and why only for clients
LUCI is a bookkeeping and financial operations firm, not a CPA firm. Tax preparation and planning are add-ons for businesses whose books LUCI already keeps. The returns are prepared by Katrina Lochocki, CPA, whose background includes Big Four public accounting and who holds a Master’s in Accounting and an MBA. She also reviews the accounting team’s work, so books kept by LUCI are built with the eventual return in mind.
The client-only policy is about accuracy. A return can only be as good as the records behind it, and preparing returns from books LUCI has closed and reviewed all year is how the firm keeps quality under its own control. If you already have a CPA you trust, that works too: every client gets a year-end package for their preparer, and Scale clients get direct coordination with their CPA.
LUCI does not offer tax resolution work such as negotiating back taxes or responding to IRS collection actions. If that is what you need, look for a tax resolution specialist first, then come back for ongoing bookkeeping.
Payroll and tax dates every Texas business should track
Texas has no state personal income tax, so there is no state income tax to withhold from wages. Federal filings and several state obligations still apply. The list below is general information for planning purposes; your preparer will confirm what applies to your entity.
| Obligation | Who it applies to | Timing |
|---|---|---|
| Form W-2 to employees and the Social Security Administration | Businesses with employees | By January 31 |
| Form 1099-NEC to contractors and the IRS | Businesses paying non-employees for services; for payments made in 2026 and later, the reporting threshold is $2,000 | By January 31 |
| Form 941, federal payroll tax return | Most employers | Quarterly, by the last day of the month after each quarter ends |
| Texas unemployment tax reports (Texas Workforce Commission) | Most employers with Texas employees | Quarterly |
| Texas sales and use tax return | Businesses selling taxable goods or services | Monthly, quarterly or yearly, as assigned by the Comptroller |
| Texas franchise tax report | Most LLCs, corporations and limited partnerships doing business in Texas | Annually by May 15; entities under the no-tax-due threshold still file a Public Information Report or Ownership Information Report |
Sources: IRS Instructions for Forms 1099-MISC and 1099-NEC and the Texas Comptroller franchise tax overview. For the year-end side of this calendar, see our year-end preparation checklist for small businesses.
How to add payroll and tax support to your bookkeeping
- Discovery call. We learn your entity type, how payroll runs today, how many contractors you pay and where you sell.
- One fixed-fee proposal. Your bookkeeping tier and the add-ons you need are priced together, with the scope in writing.
- Onboarding, typically 2–4 weeks. We connect QuickBooks, bank feeds and your payroll system, review the books and fix what needs fixing. Significant cleanup is proposed separately before monthly service starts.
- Year-round upkeep. Monthly close keeps the books current, while payroll, sales tax and contractor records stay on schedule.
- Tax season. Reviewed books go to Katrina Lochocki, CPA, if you added tax preparation, or to your own CPA as a complete year-end package.
Frequently asked questions
Can one Dallas firm handle my bookkeeping, payroll and business taxes?
LUCI Financial Solutions provides monthly bookkeeping with payroll management, 1099 filing, sales tax filing and tax preparation available as add-ons for ongoing clients. Returns are prepared by Katrina Lochocki, CPA, so the books and the return come from one coordinated team.
Will LUCI prepare my business tax return if I am not a bookkeeping client?
No. Tax preparation is offered only to ongoing bookkeeping clients, because an accurate return depends on books LUCI keeps and reviews during the year. If your books are behind, the usual first step is a cleanup project followed by monthly bookkeeping.
Is LUCI Financial Solutions a CPA firm?
No. LUCI is a bookkeeping and financial operations firm. Its Tax Strategist, Katrina Lochocki, is a CPA who prepares returns for clients with integrated tax services and reviews the accounting team’s work.
Which business tax returns can LUCI prepare?
For ongoing clients, LUCI prepares Form 1040 with Schedule C for sole proprietors, Form 1120S for S corporations, Form 1120 for C corporations and Form 1065 for partnerships. Tax planning during the year is available alongside preparation.
Can LUCI work with the CPA I already use?
Yes. Every client receives a year-end financial package for their tax preparer, and Scale clients get direct coordination between LUCI and their CPA or other advisors. Many owners keep their existing CPA and rely on LUCI to deliver clean, reviewed books.
Do you collect W-9s and file 1099s for contractors?
Yes, as an add-on service. LUCI collects W-9s as new vendors are paid during the year and prepares and files 1099s at year-end, which are due to recipients and the IRS by January 31.
Put your books and your tax work on the same calendar
Schedule a consultation to talk through your payroll, contractors and filings, and we’ll recommend the right combination of services. Want an outside look at your QuickBooks file first? The $597 Financial Review is a 60-minute review that ends with a prioritized action plan.
214-233-5454 · info@lucifinancial.com