Serving clients nationwide from Dallas TX
SCHEDULE INTRO CALL

Tax Strategy and Personal Accountant Services

Year-round tax planning and preparation designed for real estate investors and business owners who already have accounting support but need specialized tax expertise and strategy.

SCHEDULE INTRO CALL

Services

Annual Service Plan

Real Estate Investors

$ 3,000+

Starting Annually

  • Business Tax Preparation
  • Personal Tax Preparation
  • Bi-Annual Business and Tax Consultations
  • Mid-Year Business and Personal Tax Projection
  • Monthly Tax Update and Reminder Newsletter/Alerts
  • Years of Tax Returns Retained (4)
  • Access to Our Client Portal

Custom Plan

Other Services

$ 4,500+

Starting Annually

  • Quarterly Business and Tax Consultation
  • Multiple Tax Returns
  • Investment Review as Needed
  • Include Our Financial Advisor on a Consultation
  • Financial Statements Review in Quickbooks for Major Errors
  • Income Verification Letters
  • IRS Review of Letters on Returns We Did Not Prepare
  • Note: In annual service plan business tax prep price NOT included That would be an additionsl $1000.

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.

SCHEDULE INTRO CALL
Serving clients nationwide from Dallas TX

Our mission is to keep you in compliance with the IRS & state while also taking advantage of tax & business strategies.

Important Links

Contact

Instagram Facebook Linkedin Twitter
© 2025 Thompson Tax Group. All Rights Reserved.