We are a small boutique certified public accounting firm catering to high net worth family groups and small business owners. In todays competitive environment, you need experienced help to guide you through the maze of complex tax laws. Our firm consists of well-trained professionals who helpĀ to give you overall tax and financial advice. We want to be your partner in helpingĀ to make you financially independent and your business work efficiently and profitably. Our niche specialties include complex income tax preparation and planning, helping train your staff on accounting software, estate and trust tax work and financial planning. We want to help you reach your goals.
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More Business Info

Serving Your Tax & Finance Needs Since 1985

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
Accounting Services: Income tax preparation including: Personal income taxes Corporate income taxes Partnership income taxes LLC/LLP tax filings Trust income taxes Estate taxes Gift tax returns Family foundations tax filings Tax projections and planning QuickBooks support Quicken support Payroll preparation quarterly and annual filings E-filing for quick refunds Choice of entity type for new businesses Funding of trusts upon a death Financial Planning Services: Estate and wealth transfer planning Financial money management Insurance needs analysis Portfolio review Budgeting advice Refinancing or financing your residence Debt management and consolidation services Retirement planning Educational planning Bill paying service Litigation Support/Services for Law Firms: Expert witness Tracking cash for embezzlement cases Tracking cash for community vs. separate property Tax projections for divorce cases Trust accounting Accounting for Estates
Brands
quickbooks
Payment method
check
Neighborhood
Central Dallas
Categories
Bookkeeping, Accountants-Certified Public, Accounting Services, Financial Planning Consultants
Other Information

Parking: Garage, Self, Free

Wheelchair Accessible: Yes