29 Results in category Financial Planning
My client base is spread over the North Texas area where I have served in the Financial Services area since 1981. I am a certified member of the National Ethics Association. My firm is an RIA and is listed with the BBB of North Central Texas.
An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service.
The largest expense over the course of your life are taxes and most people do not have a strategic plan to reduce this expense down to the least amount possible. If you would like to be proactive and pay as little as legally possible, we can help.
Put the power of a TAX professional on your team!
Tax laws are complex and often confusing for both individuals and business owners. I specialize in assisting taxpayers in our local North Dallas region, across the U.S. and Internationally.
I am passionate about helping my clients navigate the complexities of our tax system. I offer tax preparation, planning and representation services. I pride myself on thoroughness and attention to detail, offering service to meet your needs.