Income tax preparation desk with 1040 forms at Loyalty Pro Services in San Juan, Texas

Income Tax Preparation

Income Tax Preparation in San Juan, TX
Personal & Business Returns.

Every spring, half the Rio Grande Valley puts off filing because nobody wants to sit across from someone who talks past them. We do it differently. You sit down with us on Expressway 83, we go through your paperwork together, and your return goes out by e-file the same visit.

Call (956) 377-2061 Message on WhatsApp
E-File Returns | Walk-Ins Welcome | Mon–Sat 9–5

One Office, One Person, Start to Finish

Loyalty Pro Services handles income tax preparation for families and small businesses across San Juan, Alamo, McAllen, Edinburg and Mission. You are not passing your paperwork through a call center. You bring what you have, we tell you what is missing, and we file it electronically so it moves as fast as the IRS allows.

Where We Start

Income Tax Return Preparation

Most people walk in holding a folder and hoping it is enough. We open it with you and work through it line by line — W-2s, 1099s, dependents, deductions you qualify for and ones you do not.

Nothing gets filed until you understand what is on it. If something looks off, we stop and ask rather than guessing on your behalf.

Individual and joint returns
Dependents and credits reviewed
Prior-year returns welcome
Explained in plain language
Reviewing income tax return paperwork with a client in San Juan, TX
E-filing an income tax return at the Loyalty Pro Services office in San Juan, Texas

Filed Electronically

Income Tax Return Filing

Paper returns sit in a queue. We file through our e-file system, which is the fastest path a return can take, and you get confirmation once the IRS accepts it.

After that the clock belongs to the IRS. We will tell you what to expect and how to check on it — what we will not do is invent a date nobody controls.

Electronic filing
Acceptance confirmed
Direct deposit set up
Copies for your records

For Owners

Business Tax Services

Running a shop in the Valley means the books rarely close themselves. Bring your income and expense records for the year — receipts in a shoebox still count as records.

We will work through what you have, tell you plainly what is missing, and file once it holds together. If you are self-employed and this is your first year, say so and we will start from the beginning.

Small business returns
Self-employed filers
Income and expense review
Year-round questions welcome
Small business tax records being sorted for a Rio Grande Valley business owner
Reviewing an IRS notice with a client at Loyalty Pro Services in San Juan, TX

If a Letter Shows Up

IRS Audit Representation

An envelope from the IRS is the kind of mail people leave on the counter for a week. Open it, then bring it to us.

Most notices have a response window, and the worst thing you can do is wait it out. We will read it with you, explain what is actually being asked, and handle the response.

IRS notices explained
Audit correspondence
Returns we did not file
Straight answers, no panic

Across the Valley

Local Tax Return Preparation

The office sits on Expressway 83 in San Juan, right where Pharr begins. McAllen, Edinburg and Mission are all a short drive, and we see people from every one of them through the season.

If getting here is the hard part, start on the phone or WhatsApp. Plenty of clients send questions ahead and come in once, to sign.

See the areas we serve
Loyalty Pro Services tax office on Expressway 83 serving San Juan, Alamo and McAllen

Ask About It In Person

Tax Refund Advance up to $7,000

If waiting on the IRS is not realistic this year, ask about the refund advance when you come in. Approval takes minutes and it is handled in person at the San Juan office — it cannot be done over the phone.

Call to Ask Message on WhatsApp

What to Bring With You

This covers most returns. If your situation is unusual, call ahead and we will tell you what applies before you drive out.

Identification

A valid photo ID, plus Social Security cards for you and everyone else listed on the return.

Income Forms

W-2s from every job you worked, and any 1099s if you were paid as a contractor or self-employed.

Last Year's Return

Bring a copy if you can find one. It is not required, but it makes the whole visit faster.

Dependent Records

If you are claiming dependents, bring their documents. For a business, bring income and expense records.

Good to Know

Income Tax Questions

What do I need to bring to file my taxes?
For most returns: a photo ID, Social Security cards for everyone listed on the return, and your income forms such as W-2s or 1099s. Bring last year's return if you have a copy. If you are claiming dependents, bring their documents too. Not sure what applies to you? Call first and we will tell you what to gather.
Do I need an appointment, or can I walk in?
Both work. Our office at 200 W Expressway 83, Suite D is open Monday through Saturday, 9:00 AM to 5:00 PM, and walk-ins are welcome. If you would rather lock in a time, call (956) 377-2061 or send a WhatsApp message and we will set one up.
Do you file business taxes as well as personal returns?
Yes. We handle personal returns and business returns. Bring your income and expense records for the year and we will work through them with you. If your books are incomplete, come in anyway and we will tell you what is missing.
What is the Tax Refund Advance?
It is an advance on your refund of up to $7,000, and approval takes minutes. It has to be done in person at our San Juan office. Come in and we will walk you through whether it fits your situation.
How long does it take to get my refund?
We file electronically, which is the fastest route available. Once your return is accepted, the timing is set by the IRS, not by us. We will tell you what to expect for your situation and how to track it, and we do not promise a date the IRS controls.
What if I get a letter from the IRS after filing?
Bring it in. We offer IRS audit representation and we would rather look at the notice with you than have you guess at it. Do not ignore the letter — most of them have a response window.
Can you help if I have not filed for a few years?
Yes, and you are not the first. Bring whatever records you have for the years you missed. We will sort out which years still need filing and work through them in order.
Do you serve people outside San Juan?
We work with people from Alamo, McAllen, Edinburg and Mission every week. The office sits on Expressway 83, so most of the Rio Grande Valley is a short drive. A lot of clients handle the back-and-forth by phone or WhatsApp and only come in to sign.

While You're Here

Three other things we handle at the same office, often in the same visit.

Credit Repair

Late payments, collections, charge-offs and hard inquiries — we work to get them off your report.

Learn more

Insurance

Talk through what you have and what you need, and let us help you find the right coverage.

Learn more

Certified Notary Public

Affidavits, bills of sale, wills, trusts and court documents — notarized while you wait.

Learn more

Bring Your Paperwork.
We'll Take It From There.

Walk into 200 W Expressway 83, Suite D any day Monday through Saturday, 9 to 5. If you would rather set a time first, call or send a WhatsApp message.

Call (956) 377-2061 Message on WhatsApp
Walk-ins welcome · Mon–Sat, 9–5 · E-file returns · Personal & business