Financial Services (FeedbackWrench)

Build Wealth While You Save Taxes

Finally, financial planning that coordinates with your tax strategy so every investment decision amplifies your tax savings and accelerates your wealth building.

Financial Services

Premium

$ 497+

Starting Monthly

Business Tax Preparation
Personal Tax Preparation
Bookkeeping*
Payroll Management*
Mid-Year Business and Personal Tax Projection
Annual W4 Recalculation
Year-End Tax Strategy Session***
Annual Bookkeeping Adjusted Journal Entries
Monthly Email Newsletter/Alerts
Years of Tax Returns Retained (4)
Access to Our Client Portal

Pro

$ 750+

Starting Monthly

Business Tax Preparation
Personal Tax Preparation
Bi-Annual Business and Tax Consultations
Phone and Email Consults throughout the year**
Bookkeeping*
Payroll Management*
Mid-Year Business and Personal Tax Projection
Annual W4 Recalculation
Year-End Tax Strategy Session***
Responses to State and IRS Notices
Income Verification Letters
Preparation of Amended Tax Return as Necessary
Continuous Tax Strategy Sessions as New Laws are Released***
Preparation of Dependent’s Tax Return
Annual Bookkeeping Adjusted Journal Entries
Monthly Email Newsletter/Alerts
Years of Tax Returns Retained (6)
Access to Our Client Portal

Stop Leaving Money on the Table

It's time to stop letting poor tax planning drain your profits year after year. Let's show you exactly how much you could be saving with strategies your current accountant never mentioned.

Serving clients nationwide from Dallas TX