supporting:
Building your business can be one of the most rewarding and stressful experiences of your life. We help business owners across Plano, Dallas and beyond 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 business 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
LLC vs. S-Corp vs. C-Corp: Choosing the Best Business Structure for Your Company
Compare LLC vs S-Corp vs C-Corp to find the best business structure for your goals—learn the tax, liability, and growth pros and cons of each.
The Ultimate Tax Planning Checklist for Small Business Owners: 10 Critical Steps
Use our small business tax planning checklist to simplify year-end tasks, maximize deductions, and prepare your business for a strong start in 2026.
5 Critical Signs It’s Time to Outsource Your Accounting Services
Discover 5 signs your business may need to outsource accounting services — save time, gain clarity, and focus on growth with expert CPA support.
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