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Tax Preparation & Planning

A comprehensive tax strategy should include both tax planning and tax preparation.

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Services

Desktop, online, mobile.  Learn more about how you can spend more time focusing on what you do best - running your business.

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Business & Accounting Services

Monthly bookkeeping and advisory packages as well as special projects, including part-time CFO services and compilations.

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Investing


We create strategies that are tailored to your needs and goals.

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CERTIFIED PUBLIC ACCOUNTANT

CERTIFIED PUBLIC ACCOUNTANT

Our team of Certified Public Accountants in Fort Worth, Texas concentrates on saving taxes for individuals and businesses through proper and timely tax preparation and planning. We provide help with IRS problems including audits and negotiations. In addition, we help businesses meet their accounting needs by providing bookkeeping and financial statement preparation and analysis. We teach clients how to understand their financial statements in order to better manager their business.

We prepare individual, corporation, partnership, trust, gift & LLC tax returns. 

We are Fort Worth CPAs committed to providing the highest level of quality service to our clients. We listen to your concerns in detail in order to determine a proper strategy to meet your goals and objectives. We recognize that each individual has different tax and accounting needs. We will customize an approach unique to your personal and/or business situation.

Let us show you how we can help you achieve your tax and accounting needs.

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CERTIFIED FINANCIAL PLANNER <sup>TM</sup>

CERTIFIED FINANCIAL PLANNER TM

We believe in goals-based planning and we believe in relationships. We also believe all parts of a person's life matter when making financial goals -- today's circumstances, future dreams, family, career, recreation, etc. This is why we start by getting to know you and understanding what's important to you.

We set goals together and then help you lay out a plan to achieve those goals. As life changes, your goals will likely change too. Because we believe in relationships, we want to know about those changes so your financial plan can evolve too.  Schedule a visit with a Fort Worth CFP to get started on your goals today!

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.