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What the businessearns goes home.So does the tax.

So the team that keeps your books plans your family’s taxes too. We don’t pick investments.

Talk to our teamCall usSee the plans
  • No QuickBooks or ADP fees
  • Updated every quarter
  • Tax and planning only

Five thingswe plan for.

The tax and the plan are our job.

  • Family income-tax planning

    We work out this year’s tax with everything in it: business income, your spouse’s income and your dependents.

  • Kids on payroll, saving for school

    If your kids help in the business, we look at putting them on payroll the right way, and at the tax side of saving for school.

  • Retirement: SEP or Solo 401(k)

    We pick the retirement account that fits the business and work out how much can go in this year.

  • Gifts and inheritance

    When a house or the business passes to your children, we lay out the tax and what has to be filed.

  • How the business is set up

    We put entity types and owner pay side by side, with what each does to your family’s taxes.

Read first

Updatedevery quarter.

Quarterly planning is in Growth and Partner. The rest is scoped and priced when we talk.

  1. Q1Done
  2. Q2Done
  3. Q3This quarter
  4. Year-endNext

What we factor in

  • A spouse’s income
  • Dependents
  • Kids on payroll
  • Retirement saving
  • Rental income
  • Plans to pass on the business

Example only. We don’t promise a savings figure.

See tax filing and planning

Family taxquestions

Is this investment advice?
No. We don’t pick investments or products. We work on the tax side: income tax, retirement accounts, kids on payroll, gifts and inheritance, and how the business is set up.
Do we have to hand you the books too?
No, you can come to us for your family’s taxes alone. Updating the numbers every quarter takes books closed every month, though, so quarterly income-tax planning comes with Growth and Partner. Anything else is scoped and priced when we talk.
What if we plan to hand the business to our kids?
Gift, sale or inheritance: each is taxed differently. Getting the books and the structure in order a few years ahead leaves you more options. Wills and trusts are drafted by an attorney; we handle the tax side.

Start withthis quarter.

Tell us about your household and this year’s income. We’ll start with what matters this quarter.

Talk about your family’s taxesSee tax filing and planning

No commitment. Nothing to prepare.

972-242-2100
  • Since 2005
  • 5,000+ businesses served
  • Lewisville, TX office
  • All 50 states + D.C.