Business Details
18 Years
experience
Trusted Tax and Financial Planning Services in Flower Mound
We are a boutique accounting firm specializing in strategic tax and financial planning for successful business owners and high net worth individuals. With over 20 years of experience in financial accounting and business consulting, our team provides personalized solutions tailored to clients in diverse industries including real estate, healthcare, technology, and faith-based organizations. Our focus on proactive planning rather than mere tax preparation allows us to dedicate more time to helping clients grow and preserve wealth through advanced strategies. We combine technical expertise with access to sophisticated accounting systems typically reserved for large corporations, making them available to our clients. Our services are designed to address complex financial challenges while maintaining compliance with evolving regulations. We serve clients across Flower Mound, Austin, and the Dallas/Fort Worth metroplex, offering both in-person and virtual consultations.Our commitment to continuous education ensures we stay at the forefront of industry developments, including specialized knowledge in retirement planning, entity structuring, and real estate investment strategies. We prioritize building long-term relationships based on trust, transparency, and measurable results. Our founder's background in both public accounting and corporate finance enables us to offer unique insights into business operations and financial optimization. We adhere to the highest professional standards through memberships in organizations like the American Institute of Certified Public Accountants. Our approach emphasizes collaboration, empowering clients to make informed decisions that align with their long-term objectives.
Services
Strategic Tax Planning
Real Estate Investment Strategies
Cost Segregation
Like-kind Exchange
Opportunity Zones
Maximizing Retirement Plans
Roth IRA Conversions
Business Owner Tax Strategies
Home Office Deductions
S-Corporation Planning
Details
- Year established: 2008
Highlights and features
- Over 20 years of experience in tax and financial planning
- Specialized expertise in real estate, healthcare, and tech startups
- Personalized service tailored to client needs
- Access to Fortune 500-level accounting systems and metrics
- Focus on strategic planning over mere tax preparation
Associations and certifications
- American Institute of Certified Public Accountants
- QuickBooks ProAdvisor Program
Services
Strategic Tax Planning
Proactive tax planning services designed to minimize liabilities while maximizing long-term financial growth. We develop customized strategies for individuals and businesses, focusing on entity selection, deduction optimization, and compliance with evolving regulations. Our approach ensures tax efficiency across all financial decisions.
Retirement Plans for Business Owners
Specialized retirement planning tailored for entrepreneurs and self-employed professionals. We implement advanced structures like solo 401(k)s, defined benefit plans, and Roth IRA conversions to build tax-advantaged wealth. Our strategies align with business cash flow while maximizing contribution limits and tax benefits.
Real Estate Investment Strategies
Comprehensive tax strategies for real estate investors and developers. Services include cost segregation analysis, 1031 exchange planning, and depreciation optimization. We help clients leverage tax incentives for property investments while maintaining compliance with complex real estate regulations.
Business Owner Tax Strategies
Customized tax solutions for business owners focusing on entity structuring, payroll optimization, and profit distribution. We analyze S-corporation elections, qualified business income deductions, and expense management to enhance after-tax earnings while ensuring regulatory compliance.
Cost Segregation
Specialized cost segregation studies that identify personal property assets in real estate to accelerate depreciation deductions. This service helps commercial property owners reduce current tax liabilities and improve cash flow through strategic asset classification and IRS-compliant reporting.
People
Lacey A. Riley
CPA/PFS, MBA
With over 20 years of experience, Lacey specializes in tax and financial planning for entrepreneurs and high net worth individuals. Formerly with Hyatt Hotels and Tenet Healthcare, she brings Fortune 500 expertise to small businesses through advanced accounting systems and metrics.
Questions
What tax planning services do you offer for business owners?
We provide entity selection, S-corporation planning, qualified business income deductions, and retirement plan optimization specifically tailored for entrepreneurs and self-employed professionals.
Do you specialize in any particular industries?
Yes, we focus on real estate investors, healthcare providers, tech startups, faith-based organizations, and high net worth families with specialized knowledge in their unique tax challenges.
How can cost segregation benefit my real estate investments?
Our cost segregation services accelerate depreciation deductions by identifying shorter-lived assets in commercial properties, reducing current tax liabilities and improving cash flow through IRS-compliant methods.
What retirement planning options exist for self-employed individuals?
We implement solo 401(k)s, defined benefit plans, and Roth IRA conversions designed to maximize tax-deferred growth while aligning with business cash flow requirements and personal financial goals.
How do you handle multi-state tax compliance?
Our planning considers state-specific tax implications across Texas, Oklahoma, and New Mexico with strategies to minimize nexus exposure while maintaining compliance with regional regulatory requirements.