Fort Worth, TX  ·  Tax  ·  Bookkeeping  ·  Business Services

The Formula for Generational Wealth

Tax preparation, bookkeeping, and financial strategy for business owners and families who are building something worth keeping.

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$ Form 1040 U.S. INDIVIDUAL INCOME TAX RETURN REFUND: $4,280 24,750 TAX SAVINGS AC +/− % ÷ 7 8 9 × 4 5 6 1 2 3 + 0 . %
Steven Rodriguez, founder of Rodriguez Tax Group, tax professional in Fort Worth, TX

You're Not Just a Dollar Sign

To me, a client is never just a number or a dollar sign. Every person I work with has real goals, real challenges, and a real family who depends on their success.

I take the time to understand your situation so I can guide you the right way, protect your money, and put you in the strongest financial position possible.

Steven Rodriguez

Founder, Rodriguez Tax Group  ·  Fort Worth, TX

Happy Customers

Built around you.

At Rodriguez Tax Group, we deliver tax, accounting, and financial services built for business owners, high earners, and families focused on building long-term wealth. We work with precision and discretion to protect what you've earned, reduce what you owe, and position you for the future.

"White-glove service. Gold-standard results."

A financial partner, not just a vendor.

We aim to be the go-to financial partner for entrepreneurs and families focused on building wealth across generations. Through sharp tax strategy, clean books, and year-round planning, we help clients master their finances and secure what they've built.

We work with a small number of clients so we can do the work right.

Why Work With Steven

Six reasons clients stay.

Choosing the right professional isn't just about filing taxes or balancing books. It's about having someone who protects your money, strengthens your business, and helps you plan ahead. That's what you get with Steven Rodriguez.

01

Precision You Can Trust

Your numbers should never be a guess. Your books stay clean, accurate, and audit-ready so you always know exactly where your business stands.

02

Strategic Tax Planning

Taxes aren't just filed here, they're planned. Year-round strategy means you keep more of what you earn and never miss a deduction you're entitled to.

03

A Personal Partner

Your goals, your challenges, and how you operate, we take the time to understand all of it. The mission is to put you in the best financial position possible.

04

Clear Communication

When you reach out, you get a response. No hand-offs. No layers of staff. One professional who treats your business like his own.

05

Stress-Free Management

From monthly bookkeeping to year-round tax support, the details are handled so you can stay focused on running and growing your business.

06

Consistent, Single Point of Contact

One person handles both your bookkeeping and your taxes. Fewer errors, fewer surprises, and a smooth process all year long.

The headaches we take off your plate.

Tax Frustrations

  • Tax laws that change constantly and leave you confused
  • Fear of overpaying because deductions were missed
  • Last-minute filing scrambles and missing documents
  • Penalties caused by timing or filing errors
  • No clear plan for how to structure your business to save more
  • Confusion about estimated taxes and quarterly obligations

Bookkeeping Problems

  • Books that fall behind or don't balance
  • Too much time on accounting instead of your business
  • No clear picture of cash flow or where the money goes
  • Financial reports that don't make sense
  • Missing receipts, mismatched accounts, inaccurate numbers
  • Never knowing your real profit at any given time

The Bigger Burden

  • Disorganized books that lead to higher tax bills
  • Missed tax strategies because planning is only done at year-end
  • Avoidable mistakes that cost time, money, and peace of mind
  • No trusted financial partner who cares as much as you do
  • Feeling overwhelmed by numbers, compliance, and deadlines

One professional. Year-round.

Steven handles your books and your taxes, so nothing falls through the cracks between the two.

What We Offer

Services

Tax Preparation

  • Individual — Form 1040
  • Small Business — Schedule C
  • Corporations — S-Corp / C-Corp
  • Farmers — Schedule F
  • Trusts — Form 1041
  • Real Estate Investors
  • Oil and Gas Investors
  • Partnerships — Form 1065

Business Services

  • LLC and S-Corp Setup
  • Monthly Bookkeeping
  • Bookkeeping Clean-Up
  • Sales Tax
  • Franchise Tax
  • Payroll
  • 940 and 941 Reconciliation & Submission
  • Tax Resolution Services
  • Receipts Management

Accounting & Planning

  • Accounting Services
  • Tax Planning
  • W-2 and 1099 Submissions
  • Identity Theft Resolution

Ready to talk?

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Location

Fort Worth, TX

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Phone

+1 (817) 504-1185
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Office Hours

Monday – Friday 9 am – 5 pm

Schedule a Consultation

No pressure. No jargon. Just a straight conversation about your tax situation, your books, or your financial goals. One call is usually all it takes to know if we're a good fit.

What Clients Are Saying