Your Accountant Files Taxes. We Protect Wealth.
Strategic tax defense and CFO-level financial leadership for business owners and high-net-worth families who have outgrown basic accounting.
Software Tells You What Happened. We Tell You What to Do Next.
QuickBooks records the past.
TurboTax fills out the form.
Neither one will:
- ✕ Stand between you and the IRS
- ✕ Warn you about a cash crunch 90 days out
- ✕ Restructure your entities to legally cut your tax bill
- ✕ Tell you whether that acquisition makes sense
Software vs. a Strategic CPA Team
| QuickBooks / TurboTax | CPA DEMO SITE | |
|---|---|---|
| Records transactions | ✓ | ✓ Reviewed monthly by a CPA |
| Plans taxes before year-end | ✕ | ✓ Written, year-round tax plan |
| Represents you before the IRS | ✕ | ✓ Licensed CPA with Form 2848 |
| Entity & compensation strategy | ✕ | ✓ S-Corp, holding co., reasonable salary |
| Cash-flow forecast & KPIs | ✕ | ✓ 12-month rolling forecast |
| Coordinates with your attorney & advisor | ✕ | ✓ We quarterback the team |
| Knows what changed in tax law this year | ✕ | ✓ Built into every plan |
How We Help
IRS Tax Resolution & Audit Defense
Levies, liens, garnishments, unfiled returns. We step in, take over IRS contact, and fight for the best legally available outcome.
Stop IRS Action →Fractional CFO & Advisory
CFO-level leadership without the $250K salary. Cash-flow forecasting, KPI dashboards, and growth strategy for $2M–$50M companies.
Scale With Clarity →Complex Entity Structuring & Tax Strategy
The right structure can save six figures. We design entity and tax plans around how you actually make, hold, and pass on wealth.
Plan Proactively →Built for People With Complicated Money
Business Owners, $2M–$50MEntity structure, owner compensation, cash flow, and growth decisions.
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Real Estate InvestorsCost segregation, 1031 timing, passive-loss rules, and entity layering.
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Executives & Equity HoldersStock options, RSUs, deferred comp, and liquidity-event planning.
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Owners Preparing to SellExit readiness, deal structure, and protecting your sale proceeds.
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Families Transferring WealthGifting, trusts, and estate coordination with your attorney.
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Anyone the IRS Is ContactingNotices, audits, levies, liens, and unfiled years.
Learn more →The Tax Rules Just Changed. Software Won't Tell You What It Means for You.
The One Big Beautiful Bill Act made major provisions permanent and raised key limits. The families and owners who plan around these changes keep more. The ones who just file don't.
Federal estate & gift exemption per person in 2026 ($30M per married couple), now permanent.
2026 cap on state & local tax deductions, up from $10,000, with a phase-down for high earners.
Qualified business income deduction for pass-through owners, now permanent.
Federal estate tax on amounts above the exemption. Planning is what keeps it off your family.
Figures reflect federal law for 2026. Your situation determines what applies. This is not tax or legal advice.
Your Year-Round Planning Calendar
Tax season is when you file. Tax planning happens all year.
Estimated payments, prior-year cleanup, entity and payroll review.
Mid-year projection, compensation and distribution strategy.
Major-decision modeling: equipment, hiring, acquisitions, gifting.
Year-end moves: timing income, deductions, retirement funding, loss harvesting.
Why Business Owners Choose Us
We plan year-round, not just in April.
You don't talk to the IRS. We do.
You work with senior CPAs, not a call center.
Your situation stays between us.
What Clients Say
“[Testimonial placeholder: tax resolution client]”
— First name · City“[Testimonial placeholder: Fractional CFO client]”
— Title · Industry“[Testimonial placeholder: entity / tax strategy client]”
— Name · BusinessQuestions Business Owners Ask
Why hire a CPA if I already use QuickBooks?
QuickBooks records what already happened. A CPA plans what happens next: entity structure, timing, compensation, and IRS representation. The best results come from both: clean books plus a strategist reading them.
What does a tax plan include?
A written plan built around how you earn, hold, and pass on wealth, with projected savings, prioritized action items, and quarterly check-ins to adjust as the year unfolds.
How are your fees structured?
Flat monthly or project fees agreed in writing up front. No hourly billing surprises.
Will you work with my financial advisor and attorney?
Yes. We coordinate with your advisor, estate attorney, and banker so every decision is made with the full picture.
Do you work with clients outside Denton?
Yes. We serve clients across Texas virtually, with secure document exchange and video meetings.
Facing the IRS? Ready to Scale? Let's Talk Today.
Every conversation is confidential. Urgent IRS matters are reviewed within one business day.
Prefer to talk? Call (940) 555-0142
A senior CPA will contact you within one business day. Need help now? Call (940) 555-0142.