A good estate plan can help you provide for the continuation of a business, distribute assets to your children or spouse, and help ensure your health care is managed the way you choose. When you work with our Dallas CPA firm, we will meet with you to discuss your goals and objectives regarding charitable giving, wealth preservation, and caring for your family.
Estate Planning
Preserve & Protect Your Assets
- Estate and income tax returns
- Assistance choosing other professionals like attorneys, life insurance professionals, trust officers, and financial planners
- Insurance and asset protection
- Succession planning and business continuation
- Buy/sell agreements
- Estate and income tax planning
- Preparation of estate tax returns
Reach your goals
Other Services
All Individual Services
We offer a wide range of estate planning, accounting, tax, and fiduciary services to individuals and families.
All Attorney Services
We work with many attorneys to provide guidance that compliments the work that you're doing on behalf of your client.
Business Valuations
We provide business valuation services to attorneys in situations involving family litigation, estate planning, buying or selling a business, family disputes, and more.