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Building your business can be one of the most rewarding and stressful experiences of your life. We help business owners of Dallas at all points in the business life cycle, from start-up to sale, with our advisory and compliance services.
Services: CFO Services, Tax Planning and Compliance, Retirement Planning, Estate Planning, Financial Systems Assessment.
Holding a leadership role in your company comes with great responsibility and complexity. You need a trusted advisor who can help you save more of what you make for your family and your future. We help corporate execs dealing with taxes related to executive compensation, stock incentives, deferred compensation and equity buyouts.
Services: Tax Planning & Compliance, Retirement Planning, Estate Planning.
You have a nest egg to grow and protect. You need someone in your corner to ensure you are paying only your fair share of taxes and that your assets are protected for your legacy. We help wealthy individuals faced with high tax burdens, complex issues (like AMT, NIlT and QBI), the potential impact of estate taxes and the ever-evolving tax code.
Services: Tax Planning & Compliance, Retirement Planning, Estate Planning.
The Content Vault
Understanding IRS Late Payment Penalties and How to Avoid Them
Missed a tax deadline? The IRS charges late payment penalties & interest immediately. Learn how to minimize fees, set up a payment plan and reduce what you owe.
Powerful Next Steps to Take After Filing Your Taxes
What to do after filing your taxes? Organize documents, plan estimated taxes, adjust withholdings & optimize your tax strategy for next year. Stay tax-ready!
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