1910 Pacific Avenue, Dallas, TX, USA
We are a one stop shop. You get a complete view of your tax and accounting needs. We also do tax planning, estate planning, wealth management and asset planning. We also realize it is important for small businesses to have a fractional CFO, therefore we offer fractional CFO services as well
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What kind of accounting services do you provide?
We’re accountants and we enjoy crunching numbers, but chances are good that as a small business owner, you don’t. In fact, you probably started your business because you had a great product or service to offer and not because you were excited about cash flow analysis, profit and loss statements, budget forecasting, and strategic tax planning.
Why is it so important for businesses to hire a great accountant?
Whether you’re an individual or a business owner, accounting and taxes are a fact of life, but when you work with an accounting firm like ours, our dedicated team of tax and accounting professionals makes sure that you have one less thing to worry about. As a one stop shop, you get the services of an attorney , a CPA and a financial advisor at the same time.
If you’re looking for a cost-effective solution to managing your finances or feel like it’s time you obtained an accurate picture of your financials so that you can make informed decisions about your financial future, we can help.
What do you love most about your job?
I enjoy making a difference in the bottom line for small businesses
What inspired you to start your own business?
The desire to help entrepreneurs bring to life their creative ideas
Why should our clients choose you?
They will be choosing the best in the business. It is that simple.
Can you provide your services online or remotely? If so, please add details.
Yes we have a complete ly secure cloud and document management system that enables us to properly serve clients remotely. I also personally visit some of my clients at least twice a year to see how their business is doing
What changes have you made to keep your customers safe from Covid-19?
We have a new platform that allows for remote meetings
Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Estate Planning
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
Personal Financial Planning
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Wealth Management
Wealth management is a high-level professional service that provides an integrated approach to growing and preserving income and assets, as well as determining how much of a client’s wealth is to be distributed and for what use.
Retirement Planning
Do not put retirement planning on the back burner. Use a tax professional to plan ahead now, and reap the benefits later.
Personal & Business Tax Preparation
It is important to develop a relationship with a tax preparation firm that understands how your business works. As your trusted advisor, we make sure you stay on top of your tax obligations and avoid penalties and fees that reduce your profitability.
Tax Relief
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discreet.
Business Serrvices
Small Business Accounting,
Bookkeeping Services,
Payroll,
Part-Time CFO Services,
Audits - Reviews - Compilations,
Forensic Accounting,
Cash Flow Management,
Bank Financing,
Business Valuation,
Business Advisory Services,
Financial Planning for Businesses,
Succession Planning,
New Business Formation,
Non-Profit Organizations,
Internal Controls,
Litigation Support,
Consulting and Advisory.
Comprehensive Tax Services
Individual Tax Preparation,
Tax Preparation for Businesses,
Tax Planning,
Estate & Trust Tax Services,
Expatriate Tax Services,
Tax Relief,
IRS Audit Representation,
Non-Filed Tax Returns,
Back Taxes Owed,
Payroll Tax Problems,
IRS Liens,
IRS Levies,
IRS Wage Garnishment,
IRS Seizures,
IRS Payment Plan,
Offer In Compromise,
Bankruptcy,
Innocent Spouse Relief,
Get Your IRS File.