Tax Advisory Services

A Tax Strategist is a tax professional who focuses on proactive planning—evaluating how business structure, income, investments, and significant financial decisions can affect tax outcomes before those decisions are finalized.

Unlike tax return preparation, which primarily reports what has already occurred, tax strategy looks forward. The goal is to identify opportunities, evaluate alternatives, and develop a coordinated plan that evolves as your financial picture changes.

A key difference between a Tax Strategist and a traditional accounting firm is strategic involvement. Tax Strategists take time to understand the client’s broader situation and future plans, then design coordinated strategies to support those decisions. Many accounting firms, by contrast, are primarily structured around compliance-based work.

Tax strategy is often provided by Enrolled Agents or CPAs who have intentionally specialized in proactive tax planning. The credential itself does not necessarily indicate a focus on tax strategy, so the professional’s experience and area of practice matter.

As an Enrolled Agent, I’ve spent nearly 15 years working directly with established business owners and high-income professionals to design, implement, and revisit tax strategies throughout the year. I am federally licensed by the IRS and stay current on tax law changes that affect the clients I advise.

Most of my work is conducted remotely, with select in-person meetings in Dallas, Rockwall, or Austin, Texas, when appropriate. My work is strategy-first, meaning tax planning leads the process and filing supports the strategy that has been developed throughout the year.

If we decide to work together, you will work directly with me. I personally lead all tax strategy and advisory work and remain actively involved throughout the engagement.

I’m supported by a small, highly capable team who assist with administrative coordination, select bookkeeping cleanup, and filing overflow when appropriate. I personally lead the strategic analysis, planning, and advisory guidance for each engagement.

This structure allows for a high level of continuity, attention, and thoughtful execution—while ensuring the work remains efficient and well-supported.

I work with clients through ongoing annual Tax Advisory engagements. Most engagements begin around $20,000 annually, with situations involving greater complexity, multiple entities, or significant transitions typically ranging from $30,000–$55,000+ annually.

Scope and pricing are tailored to your business, income, investments, and planning needs. While engagements are annual, fees can generally be spread across monthly payments.

We’ll discuss the appropriate scope and fee during the consultation.

Tax Advisory is not a one-time plan or standalone recommendation. It’s an ongoing advisory engagement designed to support better decisions over time.

Tax strategy works best when it evolves alongside your business, income, investments, and life. As income changes, new opportunities arise, entities are added, or personal circumstances shift, the strategy needs to be revisited and refined. Ongoing support allows tax planning to remain aligned with real-world decisions—rather than becoming outdated or disconnected from how the business actually operates.

Regular engagements are structured to provide continuity, context, and proactive guidance throughout the year, so tax considerations are addressed before decisions are made—not after.

Tax Advisory is designed to create meaningful financial impact—not only through tax savings, but through better structure, better timing, and better decision-making.

In most engagements, that has translated into substantial first-year tax savings, with additional opportunities emerging as the business or financial picture evolves. Depending on the client, planning may involve entity and ownership structure, compensation and reasonable-compensation benchmarking, R&D credit studies and related planning, real estate investments and cost-segregation studies, major asset purchases, business transitions, or other significant financial decisions.

The benefits often extend beyond the tax savings themselves. Clients gain greater clarity around cash flow, investments, business decisions, and the tax impact of major financial moves before those decisions are made. That can mean fewer costly mistakes, better coordination, and more confidence in the path forward.

Every client’s situation is different, but by the time we discuss an engagement, I typically have enough information to give you a meaningful sense of the opportunities I see and the potential level of impact. The objective is to create financial and strategic value well beyond the cost of the advisory relationship.

You can review selected client results here.

Applicable business and individual income tax return preparation is included as part of the Tax Advisory relationship so strategy, implementation, and filing stay aligned. Individual income tax return preparation is required as part of the engagement.

Ongoing bookkeeping is a separate service. When appropriate, Tax Advisory clients may receive a separate proposal for coordinated bookkeeping support.

Generally, no. Tax strategy and tax filing are closely connected. For a strategy to be implemented correctly, the preparer needs to fully understand the approach, support it, and carry it through accurately on the return.

In practice, this can create challenges when another firm is responsible for filing—especially when the strategy is more nuanced or falls outside the preparer’s usual scope.

For that reason, applicable business and individual income tax return preparation is included as part of my Tax Advisory relationship. Keeping strategy, implementation, documentation, and filing within one coordinated relationship helps ensure the plan is carried through accurately.

There may be limited transition situations where coordination with a prior preparer is appropriate, but ongoing outside tax preparation is not the standard structure of the engagement.