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Our Certified Public Accounting Practice Areas

If you’re looking for a CPA in Dallas, Tx or the surrounding area, you’re in the right place! Hiring a certified public accountant means you can be certain your CPA has met strict ethics and licensing requirements prior to becoming certified. These requirements are some important points of separation between CPAs and other financial or business advisors. CPAs have to pass a tough national exam and meet strict experience requirements as well as finishing four to five years of study at a university. To keep up their licenses, continuing professional education on the latest business and technical subjects is also required. When you hire a CPA, you’re hiring a master in business and finance.

When you hire a CPA, you will get more than just someone who is an expert at preparing your tax returns. Certified Public Accountants can also help you discover ways on how to plan to maximize your tax savings for future years as well. Need help with retirement planning? A CPA has you covered in this area as well. They know how to maximize tax savings and future benefits as well as possibly save some taxes for you retroactively. In fact, this CPA in Dallas, Tx will help you as an individual or small business plan all aspects of your financial life with maximum tax savings and asset or income appreciation at the top of mind. Having a CPA to turn to and consult is a must if you’re a small business or individual concerned about the success of your financial future. In the end, you’re going to save time, you’re going to save money and if you’re a small business owner, we can help your business grow faster.

Tax Preparation 


We are constantly monitoring the changes in the tax law that may effect you or your business and recommend the most up to date tax saving strategies for your specific situation.

Out tax preparation service includes filing all your tax returns and acting as your advocate in all tax related matters.

Estate Planning


You can’t take it with you, but failing to plan for your estate can mean that the government, rather than your heirs, may get the major portion of your hard-earned money. Why? Because the top estate tax rate is a whopping 55%!

Investment Review


We will review your investment ideas with you and your investment advisor and suggest the best structure to maximize your after-tax return.

Don’t ignore the impact of taxes on your investments. While taxes should not drive your investment strategy, understanding how taxes affect your earnings will help you minimize taxes and maximize your return



Accounting is the language of business and finance. Implementing a smart accounting strategy can save you or your business thousands of dollars because it helps you make better decisions. 


Bookkeeping & Payroll


Let us help you manage your cash flow, make bill paying easier, and coordinate your payroll. Then you can spend time building your business. We will provide you with financial reports and the information you need to manage your cash flow.

We set up a schedule suited to your needs to collect and input invoices/bills. Upon your approval, we will prepare checks and deliver everything to you on time. Your payroll and all payroll reporting requirements will be coordinated to avoid penalties and keep your cash flow healthy.

Retirement & Financial Planning


In a recent Gallup poll, 60% of those surveyed said they worried about their financial future. Do you know how much you need to set aside to fund a college education for your child? How much must you save each month for your retirement? What will your Individual Retirement Account (IRA) be worth when you get ready to start drawing on it?

We can help you map out a strategic financial plan for your specific needs.

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