Historic downtown Round Rock, Texas — Main Street storefronts and the water tower under a clear sky
4.9 147 Google reviews

CPA & Enrolled Agent · Round Rock, Texas · Since 2002

Taxes done right, by a Round Rock team that knows your name.

Tax preparation, year-round planning, bookkeeping and IRS problem resolution for families and small businesses across Williamson County — affordable, experienced and friendly.

3000 Joe DiMaggio Blvd, Suite 58, Round Rock
  • CPA-led firm licensed in Texas
  • Can represent you before the IRS
  • Certified QuickBooks Online team
  • Upload and e-sign from anywhere
  • Local, owner-led practice
Google rating
4.9/5
147 reviews
Individual returns
1000s
federal & state, filed
Business returns
100s
service & manufacturing

Tax returns & planning

Returns prepared right. Taxes planned ahead.

From a single W-2 to multiple LLCs, K-1s and rental properties, every return is prepared and reviewed by our CPA-led team — then we help you plan so next year costs less.

Parent carrying two young children in front of their home

Individual tax returns

Federal and state returns prepared by a CPA-led team that has filed thousands of them.

  • W-2, 1099, K-1 and investment income
  • Rental, education and life-event changes
  • Every return reviewed before you sign

Accurate returns, every credit you qualify for, no surprises in April.

Start my return
Small business owner talking with a customer at the counter

Business tax returns

C corporations, S corporations, LLCs, partnerships and sole proprietors — service and manufacturing alike.

  • Forms 1120, 1120-S, 1065 and Schedule C
  • Texas Franchise Tax reports
  • Entity and owner returns coordinated

A properly prepared return filed to minimize the tax your company owes.

File my business return
Tax forms, a calculator and a cup of coffee on a desk

Tax planning & forecasting

Long-term strategy plus mid-year forecasting so decisions are made before December 31, not after.

  • Mid-year projections and estimated payments
  • Withholding and entity reviews
  • Planning around sales, retirement and big life events

Fewer surprises, smaller balances due, and a plan you understand.

Plan my year

Bookkeeping & business support

Monthly bookkeeping that includes your tax returns.

One flat monthly fee, priced by revenue. Your books stay current, your business and personal returns get filed, and twice a year we look for ways to lower your tax bill.

Starter

$450/mo

Revenue $0 – $125k

Basic

$575/mo

Revenue $125k – $250k

Pro

$650/mo

Revenue $250k – $500k

Elite

$725/mo

Revenue $500k – $1M

Revenue over $1M? We’ll quote a custom plan. Already have QuickBooks Online? Your fee drops by $25.

Every plan includes

  • Monthly bookkeeping with a dedicated account manager
  • QuickBooks Online subscription included while you are a client
  • Business tax return — Schedule C, corporate or partnership
  • Up to two owner personal returns (Form 1040)
  • Annual Texas Franchise Tax report for corporations and LLCs
  • Semi-annual tax review with recommendations
Business owner reviewing figures on a calculator

Payroll $175/mo

+ $6 per employee

We set you up and keep quarterly and annual payroll filings on time and accurate.

Sales tax from $10/mo

$100 monthly · $35 quarterly · $10 annual filer

Texas sales tax reports prepared on the schedule the Comptroller requires.

Find my bookkeeping plan

IRS problem resolution

Got a letter from the IRS? Start here.

Before you call one of the large advertisers promising to settle for pennies on the dollar, talk to your trusted local expert. We’re efficient, affordable and extremely discreet — and the first consultation is free.

How it works

Four steps from shoebox to filed — and planned.

Simple for you, thorough on our side. Work with us in person in Round Rock or entirely online through your secure client portal.

  1. 01

    Talk to a real person

    Call or send a request. You reach our Round Rock office — not a national call center — and we set up your consultation.

  2. 02

    Share documents securely

    Download our organizers and engagement letter, then upload everything through your secure client portal or drop it off.

  3. 03

    We prepare and review

    Your CPA-led team prepares the work, flags opportunities and walks you through anything that needs a decision.

  4. 04

    File, then plan ahead

    We file and stay on it year-round — mid-year planning, semi-annual reviews and answers whenever a notice shows up.

Who we serve

Complicated returns are our everyday work.

Multiple LLCs, K-1s, rentals, trusts, payroll and sales tax — clients come to us when their taxes stop being simple, and stay for years.

Modern home with large windows at dusk

Real estate & rental owners

Schedule E rentals, multiple LLCs, K-1s and property sales handled together.

Workbench with tools and plans in a small manufacturing shop

Service & manufacturing companies

Hundreds of small business federal and state returns prepared over the years.

Two hands reaching toward each other in support

Nonprofits

Long-term nonprofit clients rely on our attention to detail and clear explanations.

Estate and trust paperwork laid out on a table

Trusts & estates

Trust and estate returns, organizers and checklists for families handling a loved one’s affairs.

  • Sole proprietors
  • S corporations
  • Partnerships & LLCs
  • Retailers collecting sales tax
  • Employers with payroll
  • Farms & ranches
  • Household employers
  • Crypto & digital assets
  • Self-employed professionals
  • Families & college students

The Steadman difference

Local, accountable and here all year.

You call, a person answers. Every client receives close personal and professional attention, and annual continuing education keeps us current on ever-changing tax law.

Historic storefronts and the water tower in downtown Round Rock
Downtown Round Rock — minutes from our office
How Steadman Tax Services compares with national tax-relief advertisers and DIY tax software
CompareSteadman Tax ServicesNational tax-relief advertisersDIY tax software
You speak withOur Round Rock team, by nameA call centerA help article
Who signs offCPA- and EA-led reviewVaries, often unclearYou
Business + personal togetherYes — one team, one portalRarelySeparate products
Year-round planningMid-year and semi-annual reviewsNoNo
IRS letters and leviesFree consultation, local follow-through“Pennies on the dollar” pitchesNot covered
PricingClear, published bookkeeping ratesOften large upfront feesAdd-on fees as returns get complex

Google reviews

Round Rock families and owners keep coming back.

4.9

Rated 4.9 out of 5 from 147 Google reviews

Read all reviews on Google
Natalie Steadman and Steadman Tax Services have been an absolute gift to my sanity for the past few years… I don’t just hand things over and hope for the best, I actually understand what’s happening now, thanks to her personal attention when needed. The bookkeeping team in her office has also been fantastic.
Lori LinesGoogle review · February 2026★★★★★
★★★★★
Our taxes suddenly became more complicated, so we went the CPA route for the first time (rather than Turbo Tax). I didn’t know what to expect, but Natalie was responsive, well versed, and helped walk us though the process. Nobody likes taxes, but it’s a lot easier with Steadman Tax Services!
Cody RobertsGoogle review · April 2026
★★★★★
All the people there are very friendly, knowledgeable, just nice people. Are diligent in properly completing tax forms and working with us to make it happen and plan for the new year, est tax payments. Well organized, they don’t waste your time.
Dale SmithGoogle review · Local Guide · April 2026
★★★★★
14 years now, Steadman Tax Services has been doing our taxes. My wife and I are completely comfortable with service… They are always professional, and have excellent knowledge of tax laws. We would not want any other firm to do our taxes.
David GeorgeGoogle review · Local Guide · March 2026
★★★★★
We highly recommend Steadman Tax Services. The staff members are very professional and communicative in the processing of our tax returns and any other needs we might present to them.
Anastasia ThompsonGoogle review · March 2026

Meet the team

The people who will actually do your taxes.

A close-knit Round Rock office led by a CPA and Enrolled Agent. Each and every client receives close personal and professional attention — we don’t accept anything less from ourselves.

Natalie Steadman, Certified Public Accountant · Enrolled Agent

Principal · Managing member

Natalie Steadman

Certified Public Accountant · Enrolled Agent

Natalie leads the firm, which has served Round Rock since 2002. As both a Certified Public Accountant and an IRS Enrolled Agent, she can prepare, plan and represent clients before the IRS — and she is known for explaining the “why” so clients understand their own taxes.

  • Certified Public Accountant (CPA)
  • Enrolled Agent (EA) — federally authorized to represent taxpayers
  • Annual continuing professional education
Schedule time with our team
Desmond Hanham, Certified Public Accountant

Desmond Hanham

Certified Public Accountant

Caden Wright, Tax Specialist · QuickBooks Online certified

Caden Wright

Tax Specialist · QuickBooks Online certified

  • Scott DavisTax Specialist · CPA candidate
  • Daniela JaramilloBookkeeper
  • Keri FigueroaReceptionist

Take a second look

Paid too much last year? Let’s find out.

Send us your most recent return. A member of our CPA-led team will review it for missed deductions and credits, entity and withholding issues, and planning opportunities — then walk you through what we find. No cost, no obligation.

  • Reviewed by a CPA- and EA-led team, not software
  • Individuals, business owners and anyone with an IRS notice
  • Prefer paper? Drop your return off at our Round Rock office

Prefer to talk? Call (512) 535-7332

Request your Second Look

Takes about a minute

Your information stays private and is never sold.

Client newsletter

Tax tips worth reading this month.

Every month we share practical tax moves, deadlines and money tips. Read the latest issues or get them in your inbox.

Subscribe to the newsletter

October 2026 issue

Tax questions worth asking before year-end

Owe or refund? Side income without withholding? A new job or a big sale? Five questions that can uncover a problem — or an opportunity — while there’s still time.

Also in this issue

  • Rethinking your emergency fund
  • The convenience premium

September 2026 issue

Lifetime Learning Credit vs. the American Opportunity Tax Credit

Two of the most popular education tax breaks, side by side — plus small planning moves that add up when you repeat them every year.

Also in this issue

  • Make banks compete for your business
  • Avoid the technology upgrade tax

August 2026 issue

Understand the tax details of life events

Selling a home isn’t always tax-free. Six life milestones with tax consequences that aren’t obvious — and what to do about them.

Also in this issue

  • Mileage deduction gets boost for second half of 2026
  • Back-to-school financial checklist

Questions, answered

Frequently asked questions.

Do you offer a free consultation?

Yes. Call our Round Rock office to set up a free consultation — including for IRS problems like levies, liens, garnishments and unfiled returns.

What does a bookkeeping plan include?

Every plan includes monthly bookkeeping with a dedicated account manager, your QuickBooks Online subscription, the business tax return, up to two owner personal returns, the annual Texas Franchise Tax report and a semi-annual tax review. Plans start at $450 per month based on annual revenue; over $1M is quoted individually.

How do I send you my documents?

Download the engagement letter and organizers from our Downloads page, then upload everything through your secure client portal, or drop it off at the office. Let us know when your upload is complete.

Can you help if I already received an IRS notice?

Yes. Call as soon as you can and have the notice in hand. We review the facts, respond before deadlines and pursue options such as payment plans, offers in compromise or innocent spouse relief.

Do you work with clients outside Round Rock?

Yes. Many clients are across Williamson County and greater Austin, and some have stayed with us after moving out of state — our client portal makes it easy to work together remotely.

What are your office hours?

Monday 9 AM to 5 PM and Tuesday through Friday 8 AM to 5 PM. We are closed Saturday and Sunday.