We Get It. And We Can Help.
WHAT WE DO/ SERVICES WE OFFER
Looking for a full-service accounting firm or tax filing services in Dallas? We handle everything from bookkeeping to tax planning, preparation and more. Whether you have questions about your taxes or need help with the books in this new year we’re here 24/7!
Tax Planning is 100% legal and allowed by the IRS. In fact, the IRS’ legal loopholes that it provides to small business owners is what forms the basis of Tax Planning.
Tax planning encompasses maximizing deductions, choosing the right entity structure, retirement planning, insurance and asset protection, loopholes, the CARES Act, real estate specific strategies and some advanced tax saving strategies, tax advantaged wealth management, exit and capital gains, current vs Biden’s tax proposals and much more.
We specialize in Tax Analysis of past returns, file amended returns and get a refund wherever possible.
Entity Structure Selection and Formation
Choosing the right entity structure can help you save tens and thousands in taxes each year. Be it an LLC, or an S-Corp or a C-Corp, we can help you decide which entity would suit you best depending on you where you are in the business right now.
Accurate bookkeeping to monitor cash inflows and outflows, preparation of Profit and Loss, Balance Sheet and Cash Flow Statements.
You will get personalized attention when you work with us. We help you save money whether you are a high W2 earner or a Real estate investor or even a small business owner. We have more than 200 advanced tax planning methods to help you save money at every step.
WHY ARE WE DALLAS AREA’S BEST TAX PLANNING FIRM?
Case Study 1:
Andrew and Perry are both high income W2 earners living in Boston. They have two rental properties, have an effective tax bracket of 22%, a marginal tax bracket of 32% and a tax liability of $81k. They just bought their third home as they were a growing family and about to have their second child. They felt that they were not doing enough in terms of tax savings. So they decided to go in for a tax planning session with us. Upon reviewing, we pointed out the areas where there were shortcomings and came up with a tax plan that included ways for them to save up to $79k in taxes just in the first year of implementation. They were ecstatic and over the moon.
CASE STUDY 2:
How Sanjoy Dey and his wife, both high W2 income earners from San Diego saved $91,711 in taxes for 2022. Phil is a software engineer while his wife is a doctor who received a K-1 from her workplace. The couple were in an overall tax bracket of 27%. Phil was not keen on paying that much in taxes and so he came to us.
Reduced Tax Liability by $91,711. Old Tax Rate: 32% New tax rate post tax planning: 18.6%
Phil’s total tax liability for 2021 was $172,116. After a tax planning session with us, we were able to bring down his projected taxes to $80,405 for 2022 using some of the tax planning strategies. Thereby helping him save $91,711 in taxes. Phil was super excited and happy after the session. The next step of course for them was to implement those strategies so that the change in tax bill could be reflect in their 2022 taxes next year when they file.
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D Singh Read More
Single mother of two, living in California. Thanks so much to Gunveen. She worked with me closely, asked detailed questions and helped with my taxes at the last minute. I finally got a huge refund check. It was a pleasure working with her.
Leroy Johnson Read More
Gunveen is amazing. She is an integral part of my team. Her knowledge and professionalism is unparalleled. I lean on her for all my business financial decisions and trust her counsel unequivocally. I highly recommend her services to anyone looking for a financial partner.
Ann Persaud Read More
Gunveen sounded knowledgeable and confident and I instantly knew that she would be able to help us out. Our loan did not get approved the first time, and so Gunveen advised us to put in an appeal. She did not charge us extra for the appeal which I think was great. She was extremely patient and friendly throughout. She was also very communicative and kept updating us on our loan status. We always knew where we were in the process, thanks to her. Once we got those loan amounts, our lives changed drastically. All I would say is- Go for it, it will work!