TaxPro CFO™

Business Accounting and Tax

Running a business means wearing many hats, sometimes simultaneously. Our TaxProCFO™ services take care of your yearly accounting and tax planning, leaving you with one less hat to wear! Our tax advisors are passionate about helping you get back to the business of what you love, while we take care of the busy bee work of accounting. With monthly bookkeeping, we strive to bring you cleaner books and bigger savings.

Why TaxPro CFO™ ?

Cleaner Books

Keeping up with all your documents can feel like a full-time job. We know that you already work incredibly hard running your business, and bookkeeping is the last thing you need on your plate! With our electronic filing system and secure online client portal, we make it easier for you to help us help you keep an eye on your business and your hard-earned money.

Greater Savings

Our TaxPro™ CFO services eliminate questions or surprises; we work with you throughout the year, rather than waiting until filing season to review your taxes. This allows us to avoid costly errors and saves us valuable time that we can spend on year-round tax planning for even greater savings in the future!

Easier Filing

With our TaxPro™ CFO services, filing season is a big part of tax planning. With our electronic filing system, we know when the IRS has accepted your return and we can resolve any filing issues in a timelier manner. Furthermore, you can rest easy knowing that your return has been filed, without watching a tracking number or dreading those notices from the IRS that something was not received!

Understanding Your Company

We help you maintain an eye on your company’s financial performance so you have actionable information to improve your bottom line.  When someone starts talking to you about balance sheets, income statements, statements of cash flows, do you look forward to the conversation or do you look for the nearest exit?  We will break these things down and help you know how they are looking while also watching for potential risk areas so you can focus on what you do best knowing we have you covered.

Peace of Mind

If you’ve tackled your own taxes as a business owner, you already know what a headache the filing process can be, much less year-round tax planning! That’s where our TaxPro™ CFO services can help. Our tax advisors don’t just maintain an understanding of current tax compliance laws – we work to stay up-to-date on the laws that impact you, our client. Armed with this knowledge, we help you reduce your risk of an IRS audit while identifying the right tax planning opportunities to help you keep more of your hard-earned money in your pocket. With your tax planning in good hands, you can get back to running your business, worry-free.

Z

Ready to Get Started?

We are just a click away…

More Services

Business Consulting
Business Tax Preparation
l
Individual Tax Preparation
Estate and Trust Planning
Succession & Generational Wealth Planning
Asset Protection Strategies

Contact

1160 Horizon Rd, Rockwall TX 75032
972-771-6707

Tax Organizers

Be prepared with our questionnaires and organizers. Password required.