General Frequently Asked Questions
Answers to common questions regarding Beck & Ibarra and some of our basic services.
Are you currently accepting new clients?
Yes, we are accepting new clients and would be happy to guide you through the next steps.
How can I schedule an appointment?
You have two options:
Option 1: Schedule online via our calendar link: https://calendly.com/mbcpa-ai
Option 2: Call our office at 817.562.5375 to schedule an appointment at one of our locations.
Where are your offices located?
Main Office (Hurst, TX)
781 Lonesome Dove Trail, Hurst, TX 76054Keller, TX – Satellite Office
9500 Ray White Rd, Suite 200, Fort Worth, TX 76244Grapevine, TX – Satellite Office
1701 W Northwest Hwy, Suite 100, Grapevine, TX 76051
What are your office hours?
Our typical office hours are Monday–Friday, 9 am–5 pm. During peak tax season, we have Saturday office hours.
Evening or weekend appointments are available upon request.
What documents should I bring to my appointment?
Please bring the following documents to your appointment:
Government-issued ID
(e.g., driver’s license, state ID, or passport)
Social Security documentation
Social Security cards or official statements for you, your spouse, and any dependents
Income documents
– W-2s (wages)
– 1099s (contract, interest, dividends, retirement, brokerage, etc.)
– K-1s (from partnerships, S corps, trusts)
– Unemployment compensation statements (1099-G)
– Self-employment or gig income records (bank deposits, PayPal, Venmo, etc.)
Expense and deduction records
– Mortgage interest and property tax statements (Form 1098)
– Charitable donations (cash and non-cash)
– Medical and dental expenses
– Childcare expenses and provider information
– Education expenses (tuition, 1098-T, 1098-E for student loan interest)
– Business expenses (if self-employed)
– Investment-related expenses or advisor fees
Health insurance information
– Form 1095-A (Marketplace), 1095-B or 1095-C (employer coverage)
– Proof of HSA contributions or withdrawals (Form 5498-SA / 1099-SA)
Prior filings and IRS correspondence
– Prior year’s tax return (if not already on file)
– IRS or state tax notices
– Copy of Form 4868 (extension request), if filed
Banking information
– Voided check or routing/account numbers for direct deposit or payment
Investment and crypto activity
– Annual brokerage statements (1099-B, 1099-DIV, 1099-INT)
– Cryptocurrency transaction history and taxable gains/loss reports
Real estate and asset transactions
– Closing disclosures for home purchases/sales
– 1099-S or other capital gain reports
– Cost segregation or depreciation schedules (if applicable)
Any other relevant financial documents
– Retirement distributions (1099-R)
– Alimony payments (with agreement details)
– Legal settlement documents
– Trust or estate income
What services do you offer beyond tax preparation?
We provide year-round financial support, including:
Tax planning
Bookkeeping
IRS resolution services
Business advisory
Financial planning (through our affiliated Registered Investment Advisor)
Property & Casualty insurance (through our affiliated insurance firm)
We aim to be a financial resource across all areas of your life.
What if I have more questions or need help with documents?
Simply give us a call at 817.562.5375. We’re happy to help!
Where can I drop off my documents?
You have several convenient options for dropping off your documents:
Main Office – Hurst
Address: 781 Lonesome Dove Trail, Hurst, TX 76054
You’re welcome to drop documents here—but please call ahead to make an appointment.
Keller Office – Flexible Drop-off
Address: 9500 Ray White Rd, Suite 200, Fort Worth, TX 76244
This office is on the second floor. Please see our receptionist, who will place your documents in our secure mailbox.
Document drop-off only: M–F, 9 am–5 pm—no appointment required.
To meet with a tax professional: appointment scheduling is required, similar to our Grapevine office.
Grapevine Office – Flexible Drop-Off
Address: 1701 W Northwest Hwy, Suite 100, Grapevine, TX 76051
Please see our receptionist, who will place your documents in our secure mailbox.
Document drop-off only: M–F, 9 am–5 pm—no appointment required.
To meet with a tax professional: appointment scheduling is required, similar to our Keller office.
Where is the Keller office located Which is on Ray White Road, Fort Worth TX 76244?
Our Keller office is located at 9500 Ray White Road, Suite 200, Fort Worth, TX 76244.
We’re in the Park Vista Plaza building, on the second floor, in a corner suite.
What is the best way to access the Keller office at Park Vista Plaza (9500 Ray White Road, Fort Worth, TX 76244)?
We recommend entering via Kroger Drive. By entering off of Kroger Drive, this route offers immediate sight of Suite 200, located in the corner of Park Vista Plaza.
What landmarks can help me locate the Keller office at Park Vista Plaza (9500 Ray White Road, Fort Worth, TX 76244)
Landmark 1: Keller Central High School is directly across Ray White Road. Keller Central High School is a large red‑brick building, easy to spot.
Landmark 2: To the right of the office is Aladdin Mediterranean Café.
Landmark 3: To the left of the office is Park Vista Cleaners. The Park Vista Cleaners sign is right next to our entrance.
- Landmark 4: To the left of our office is Yummy Cafe & Sweats. Yummy Cafe & Sweats is on the corner and immediately visable when entering the office complex from Kroger Drive.
Where should I park when Visiting the Keller Office (9500 Ray White Road, Fort Worth, TX 76244)?
Please park in the front of the building. There is no entrance in the back, so front parking provides the most direct and convenient access to the office. If you park in the back, you will need to walk around to the front in order to enter Suite 200.
I got a letter from the IRS. What should I do?
Remain Calm
Receiving mail from the IRS is common—these notices often require simple actions. Don’t panic.
Read It Thoroughly
Note the notice number, tax year, and any specified actions.
Check whether you agree or disagree with the IRS’s information by comparing it to your filed return.
Respond Promptly
If you agree: Send payment or required forms per the notice instructions.
If you disagree: Draft a clear written explanation, include relevant documentation, and mail to the address shown.
Respect Deadlines
IRS notices generally require a response within 30 days—missing the deadline may increase penalties and reduce appeal opportunities.
Payment or Payment Plans
If a balance is due, pay the full amount or request a payment plan to reduce interest and penalties.
Upload via Your Client Portal
Scan and upload the notice and any supporting documents to your secure client portal—this enables us to review and respond efficiently.
Need Assistance?
If you’d like help interpreting the notice or preparing a response, please call our office or schedule an appointment.
Beware of Scams
The IRS initiates contact by mail only—never by email, text, or social media.
To verify a notice, compare the notice number and search it on IRS.gov or call the toll-free number printed on the letter.
Keep Records
Retain copies of the IRS notice, your response, and related documents for at least 3 years.
In Summary:
Remain calm, read carefully, act before the deadline, upload documents to the portal, and contact us for support. We’ll handle your response accurately, promptly, and professionally.
How soon should I respond?
The IRS usually allows 30 days. Follow their instructions exactly. If you owe, pay promptly. If you disagree, respond in writing with documentation.
Could this be a scam?
If you’re unsure, call the number on the letter or contact us immediately for help.
How do I send you the letter?
Scan or take a photo of the notice and upload it to our secure portal right away. Need help? Call 817.562.5375.
Are there any extra fees?
If the notice relates to a return we prepared, it’s included. If it’s unrelated, we’ll let you know before any extra fees apply.
Take a look at the myriads of services we offer to help your financial needs.
