Adam Wayne, CPA Waxahachie, Texas
Tax returns, bookkeeping and business advice in Waxahachie
Adam Wayne is a Texas CPA who works with individuals, families and small businesses across Ellis County and the Dallas-Fort Worth area. He prepares your returns, keeps your books current and helps you make decisions with your numbers in front of you.
The first step is a 15-minute call with Adam. There is no obligation, and you will know afterwards what he can do for you and what it would cost.
What Adam can help you with
For individuals and families
- Your yearly federal and state return
- A move into or out of Texas, or income from another state
- A return that needs to be amended
- A letter from the IRS you are not sure about
For small business owners
- Schedule C, partnership and S corporation returns
- Monthly bookkeeping and financial statements
- Payroll and sales tax filings
- Cash flow, forecasting and planning a future sale
How working with Adam starts
Everything after the first call happens in a secure client portal, so your documents, questions and signatures stay in one place.
See every step in detailBook a 15-minute call
Pick a time on the booking calendar. We talk about what you need, what has happened so far and any deadlines coming up. There is no obligation.
Review where things stand
For business clients, a second meeting looks at your books and your last returns, so Adam understands what is working and where the gaps are.
Get a quote and sign the engagement letter
You receive a quote and an engagement letter that spells out the work, the price and the timing. You sign it electronically in the client portal.
Upload documents and answer the organizer
Your portal shows a short questionnaire and a list of what to upload. You can do it from a computer or the mobile app, a little at a time.
Based in Waxahachie, working across Ellis County and DFW
Adam’s office is in Waxahachie, and he works with individuals and businesses across Ellis County and the Dallas-Fort Worth area. He also prepares returns for clients who have moved out of Texas, or who earn income in more than one state.
- Phone
- 469-213-8492
- Meetings
- By phone or video call. Ask about meeting in person when you book.
Services
- Individual tax returnsYour federal and state return, including moves between states, amended returns and extensions.
- Business tax returnsReturns for sole proprietors, LLCs, partnerships and S corporations, plus the filings around them.
- Bookkeeping and monthly closeReconciled books every month and statements you can read, in QuickBooks Online or Xero.
- Business advisory and exit planningCash flow, forecasting and the numbers to watch, plus planning for an eventual sale.
- IRS letters and noticesSend us the letter. We explain what it means and help you respond.
Wondering what it costs? Read how fees work.
Client portal for current clients
Sign in to upload documents, answer your tax organizer, sign engagement letters and e-file forms, message Adam and pay invoices. The portal also has a mobile app for iPhone and Android.
Common questions
Something else on your mind? Call 469-213-8492 or email info@wayne-financial.com.
Who do you work with?
Individuals, families and small businesses, mostly in Waxahachie, Ellis County and the Dallas-Fort Worth area. Adam also prepares returns for clients who have moved away from Texas or earn income in other states.
How do I get started?
Book a 15-minute call. There is no obligation. We talk about what you need, and if it is a good fit you get a clear quote and an engagement letter to sign in the client portal.
How much does it cost?
It depends on the work. After the first call you get a quote for your situation before any work starts. Ongoing bookkeeping is a fixed monthly price. The How fees work page explains the details.
How do I send you my documents?
Through the secure client portal. It is encrypted, and it is where you upload documents, answer your tax organizer, sign forms and message us. Please do not email tax documents.
Do I have to come to the office?
No. You can do everything through the client portal, by phone and on video calls. If you would like to meet in person in Waxahachie, ask when you book.
Do I need to file a Texas state income tax return?
No. Texas has no personal state income tax, so most Texas residents file only a federal return. If you lived or worked in another state during the year, you may need to file a return there too, and Adam can prepare it.
I got a letter from the IRS. Can you help?
Yes. Upload every page of the letter through the client portal, or call us if you are not a client yet. Adam will explain what it means and help you respond before the deadline.
Is Adam a licensed CPA?
Yes. Adam Wayne is a Certified Public Accountant licensed in Texas, license TX-CPA-115797. You can check any Texas CPA license on the Texas State Board of Public Accountancy website.
Book a call with Adam
Pick a time for a 15-minute call. There is no obligation. Tell Adam what you need and he will explain how he can help and what it would cost. If you would rather talk now, call the office at 469‑213‑8492.