Contact
Talk to a Tax Strategist.
20-minute call. No sales pitch. Just clarity on what you're overpaying and how to fix it. Based in the Dallas-Fort Worth metroplex, working nationwide.
Get in Touch
Three Ways to Reach Us
Office
Located at Cypress Waters
8951 Cypress Waters Blvd #160, Ste 1049
Coppell, TX 75019
Send Us a Message
Book Directly
Pick a Time That Works
20-minute strategy call. No pressure, no pitch, just clarity on what you're overpaying and how to fix it.
What to Expect
- Quick review of your current tax situation
- Identify potential savings opportunities
- Discuss S-Corp conversions and entity structure
- Get a clear action plan, no obligation
Book your free 20-minute call
Pick a time that works and we'll send a calendar invite with the video link. No pressure, no pitch.
See available timesFAQ
Common Questions
The questions we hear most often on the first call.
What types of clients do you work with?
We specialize in high-income professionals, business owners, 1099 contractors, and S-Corp owners earning $150K+ who want to optimize their tax strategy.
How much can I expect to save?
Our average client saves over $24,000 annually. Your exact savings depend on your income, business structure, and current tax situation.
Do you only work with Texas residents?
No. While we are based in Coppell, TX, we work with clients across all 50 states.
What is your pricing?
We work as one bundled partnership: tax planning, accounting, and preparation together. Planning starts at $2,500, ongoing accounting runs $350 to $750 a month, and returns are $750+ for individuals and $850+ for businesses, with payroll setup, implementation, and IRS notice support included. See our Pricing page for the full breakdown.
Take the Next Step
Don't Overpay the IRS Another $20K–$30K This Year
Schedule your free Tax Savings Analysis and discover the strategies you're currently missing. Most clients find 4-7 opportunities in the first 30 minutes.
