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Paratus Financial, Inc.

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Tax Preparation Services
Paratus Financial, Inc.Dallas, TX

Additional Information

Paratus Financial is a comprehensive wealth management firm offering tailored services in income tax planning, investment strategy, risk management, estate and retirement planning, and business consulting. Since 2003, the firm has helped clients navigate complex financial decisions with clarity and care.

Specializes in

High-net-worth relationshipsWealth managementTax planningEstate planningRetirement planningBusiness consulting

Services

Retirement/Compensation PlanningFinancial Independence EvaluationRisk ManagementLife Insurance SufficiencyEstate PlanningWills & Ancillary DocumentsIncome Tax PlanningIRS ResolutionBusiness PlanningInvestment Planning+1 more

Established 2003

Additional information extracted from the firm's public website. Last updated: September 11, 2026

Contact Information

Phone: 2143787400

Website: paratusfinancial.com

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Frequently Asked Questions

How much does a bookkeeper cost in Dallas?

Freelance bookkeepers: $25–$50/hour. Professional bookkeeping firms: $40–$80/hour. Monthly packages for small businesses: $300–$800/month depending on transaction volume. Payroll add-on: $50–$150/month. Year-end prep: $500–$1,500 one-time. Always ask what's included.

What's the difference between a bookkeeper and an accountant?

Bookkeepers handle daily financial records: data entry, reconciliation, invoicing, payroll. Accountants provide higher-level services: tax strategy, financial statements, CRA audits, business advice. Most small businesses need a bookkeeper year-round and an accountant for tax season.

When should I hire a bookkeeper?

Hire a bookkeeper when: you're spending 5+ hours/month on books, you've missed a tax deadline, your records are behind, you're hiring employees (payroll), or your business revenue exceeds $50K. The cost of a bookkeeper is almost always less than the cost of mistakes.

Do bookkeepers need certification?

No certification is legally required, but look for CPB (Certified Professional Bookkeeper) from the Canadian Institute of Bookkeeping, or QuickBooks ProAdvisor / Xero Certified. These demonstrate training and competency. Always ask about their experience with businesses like yours.

Can a bookkeeper do my taxes?

Bookkeepers can prepare and file simple tax returns (T1, T2, HST/GST). For complex tax situations — corporate restructuring, tax planning, CRA audits, international tax — you need a CPA. Many bookkeepers partner with accountants and can coordinate your year-end seamlessly.