Marci Shafto CPA - Accountant - Austin Texas

Trustworthy Accounting Services in the Austin Texas Area.

4612 Spicewood Springs Road
Austin, TX 78759
(512) 346-4499

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Personal Tax Preparation

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Personal Tax Preparation & Planning

Maybe you don’t own a business, and you just need help with your family or personal tax preparation. We have many clients just like you. You want someone who can stay on top of the increasingly complex tax laws and take advantage of all the credits and deductions that you work hard to deserve.

Your tax needs are as individual as you are, so our approach to your tax planning and return preparation is tailored to your specific needs and goals. Whether you have an immediate financial concern or need long-term solutions, we can apply our solid understanding of the tax code to your specific situation.

Here are many of the common tax issues we routinely handle for our Austin clients.

  • Wages (W-2)-  Taxes reported on a W-2 are the most common form of taxes around. If all you have is a W-2 form from your employer, then your taxes can be fairly straightforward and relatively quick to prepare.
  • Property Purchases – Are you getting your homestead deduction to save on property taxes. Are you buying a piece of property and want to understand the tax implications?
  • Property Sales – Reporting capital gain or losses from the sale of a home. Reporting Gains/losses, deferring gains/losses, [installment sales]
  • Rental Income – If you own rental properties, including homes, trailers, apartments or more, we can properly handle the reporting of your income, expenses & deductions so you won’t have to worry.   For more info on what to watch out for if you have Rental Properties, read here:
  • Investment Income 
    • Whether you are doing simple stock buys and sells, or investing in more complex investment vehicles that report your activity on a K-1, we can help you understand and guide you on managing your tax liabilities over the coming years.
      • K-1s
      • Dividends
      • Calculating Basis
      • Capital Gains
        • Stock Sales
        • Short Sales
  • Life Events (Getting Married)- Filing as a couple vs individual is going to have different tax implications.
  • FAFSA- Need help filling out fafsa paperwork and reporting the proper income, student loans and scholarships.
  • Other- While the above issues are the most commonly observed forms of tax issues, we have seen hundreds of unique issues that are too obscure to list here.  If you would like to know whether we can address an issue that is not listed here. Please feel free to give us a call, send us an email, or submit a question through our contact page:  Contact Us

Recommended Service: Planning & Bookkeeping

Maintaining well-kept financial records is an invaluable asset during tax planning, but with busy work and personal schedules, this task is easily neglected.  This is why we offer bookkeeping services for our personal clients as well as our business clients. Bookkeeping is not only beneficial for businesses, but extremely helpful for individuals as well. In addition to preparing your tax return, if you are interested in learning how we can help you maintain clean, accurate, and organized records, please look over our Personal Bookkeeping Services.

Marci has been serving the Austin, TX community for over 12 years as a CPA.  One thing she knows for a fact is that well-kept financial records can save you both time and money when it is tax preparation time!

When to use a tax return preparation specialist vs do it yourself?

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Testimonials

"As an engineer, I am good with numbers and problem solving, so I've always chosen to do my taxes myself. But one of my recent investments was an oil and gas MLP (master limited partnership) and my standard tax software was not up to the task. I was using Excel to try to keep track of things, but could not figure out how to enter all the data from the K1s into my tax software. Google only confirmed that everyone else complained about the same problem—that my “Name Brand” tax software could not handle this!

So I paid my estimated taxes April 15th and applied for an extension, and then began searching for an accountant to help out. In comes Marci! “You have not kept track of the depletion.” I did not even know that came into play. So after going back through the last 4 years of my taxes to correct my work, she saved me from making a $33,000 over payment to the IRS. Hats off to Marci!" Edward J, Austin, Texas
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About Marci Shafto

Marci Shafto  has delighted clients and built an excellent reputation during her 20 year career in Austin, Texas. Her private corporation experience included Dell, Applied Materials, and Trammel Crow before she became a partner with a small accounting firm. After 12 years of developing her tax expertise, Marci launched her own practice in 2014. Part of Marci’s desire to begin practicing privately stems from her belief that clients, like you, deserve to get more value from their CPA relationships. She believes that developing a strong relationship will allow you to focus on your family or business priorities while trusting her to focus on the numbers. Marci has a BBA in Accounting from Texas A&M University and an MBA from St. Edwards University. She is also a proud mother of three wonderful children who excel in math and … Read More About Marci Shafto

Hours and Location:

Open Monday through Friday 9am to 5pm

4612 Spicewood Springs Road
Austin, TX 78759
(512) 346-4499
marci@MarciShaftoCPA.com

Copyright © 2025 · Marci Shafto CPA | Contact us at marci@MarciShaftoCPA.com
Austin, Texas