For “Tax Preparation Services Only”

Contact our office at 972-446-1040 for more information.

Tell Us More About You

Click the calendar below to fill out our quick 1-minute application and schedule an appointment. As a CPA and certified tax planner, I'm here to help you keep your hard-earned money.


 Our tax planning services cater primarily to highly profitable realtors, small business owners, independent contractors, and professional service providers earning $125,000 or more. We have a proven track record of assisting individuals in various industries and professions. If this description fits you and your business, please continue to our scheduling steps.


  • Please watch the process video prior to scheduling
  • This appointment is not meant for one-time advice or questions
  • For a more accurate assessment of your tax situation, please be prepared to have your most recent individual income tax return (form 1040) available to reference during the call
  • For networking information, please direct all information to our company email at [email protected]  & we will be in touch