Tax Strategy & Planning in Southlake, TX

Pay less in taxes legally. Southlake has no shortage of business owners, real estate investors, and high earners — and most are overpaying. I help reduce tax liability through proactive planning, entity structuring, and forward-looking advisory work. Filing a simple return is easy. Strategy and planning are how you stop overpaying.

Proactive Tax Strategy Services in Southlake

In contrast, I build year-round tax strategies for Southlake business owners, real estate investors, and high earners who want to stop overpaying and start planning.

As a licensed Tax Attorney and former U.S. Army JAG officer, I bring legal strategic thinking into tax planning. Being local to the area, I’m proud to work with Southlake business owners who are ready to treat taxes as a financial decision, rather than a once-a-year obligation.

U.S. Veteran with a background in law

Year-round tax strategy and planning for business owners

Licensed Tax Attorney

Best customer service in the industry

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Phone Number: (817)-697-0282

Tax Strategy & Planning Services I Offer

Year-round tax planning and strategy for Southlake business owners, investors, and high earners.

Year-End Tax Planning

-Tax projections based on current-year income

-Income deferral and acceleration strategies

-Retirement contribution planning (SEP-IRA, Solo 401(k), defined benefit plans)

-Charitable giving timing and structuring

-Capital gains and loss harvesting

Entity Structure Strategy

-Sole prop vs. LLC vs. S-corp vs. C-corp analysis

-S-corp election timing and implementation

-Reasonable compensation analysis for S-corp owners

-Multi-entity structuring for complex businesses

-Entity restructuring as your business grows

Real Estate Tax Strategy

-Cost segregation analysis

-1031 exchange planning and execution support

-Passive activity loss strategies

-Short-term vs. long-term rental tax treatment

-Real estate professional status qualification

Advanced Tax Strategies

-Quarterly estimated tax planning

-State residency and multi-state tax exposure

-Business sale tax planning

-Family wealth transfer coordination

-Audit-defensible documentation and positioning

Who this is for

Clients I Serve

I work with local Southlake businesses and individuals to lower their tax bill.

Bonnie Huggins, owner of Books By Bonnie, in her office working on tax preparation

High Earners

Real estate investors and agents

Service-based small businesses

Law Firms

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Problems My Clients Face Before Working With Me

Most people don’t reach out for tax help when everything’s running smoothly. They reach out when their returns feel off. Here are the most common challenges I help solve.

Which of these sounds familiar?

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How Does It Work?

Next Steps

If you’re based in Southlake and want to learn more, here is a step-by-step process of what happens next.

1. Initial Consultation

We start with a free consultation to understand your business structure, income sources, and current tax situation. I'll review your last 1-2 years of returns and identify where the biggest opportunities likely sit.

2. Strategic Tax Plan

Based on your situation, I built a written tax strategy for your business. You'll leave with a clear plan, not vague suggestions.

3. Implementation

A plan is only valuable if it's executed. I work alongside you to implement each piece, whether that's coordinating with your bookkeeper, attorney, or financial advisor as needed, or making sure the changes flow through to your books and returns.

4. Quarterly Reviews

Tax strategy isn't set-and-forget. We meet quarterly to review your numbers, adjust estimates, and update the plan as your business and tax law evolve. The goal is no surprises at year-end and a tax bill that reflects every legal strategy we could deploy.

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Frequently Asked Questions

Some frequently asked questions about my Southlake tax strategy services.

What's the difference between tax preparation and tax strategy?

Tax preparation is filing a return for a year that's already happened. Tax strategy is planning before the year ends — and across multiple years — to reduce what you'll owe. Most accountants do tax prep. Few actually offer a year-round strategy. Tax prep is reactive; strategy is proactive. The biggest savings come from strategy, not from how the return gets filed.

Who actually benefits from working with a tax strategist?

Business owners earning $150K+, real estate investors with multiple properties, professionals with complex compensation structures (RSUs, partner income, K-1s), and anyone going through a major transaction (selling a business, large asset sale, inheritance). If your tax bill is significant and growing, the strategy will likely pay for itself.

When should I start tax planning, and is it too late for this year?

The best time to start is before the year ends (ideally by Q3 or Q4) when there's still time to make changes. But it's rarely too late to start. Even mid-year, we can adjust quarterly estimates, plan retirement contributions, and set up structures that benefit you in the second half. Don't wait for the new year to "start fresh."

What's an S-corp election and would it benefit me?

An S-corp election can significantly reduce self-employment tax for business owners earning more than they're paying themselves in reasonable salary. It's one of the most impactful strategy decisions for service business owners, but it requires specific income levels and careful implementation. We'll analyze whether it makes sense for your situation in our consultation.

Can tax strategy help with my real estate investments?

Yes — real estate is one of my specialty areas. Cost segregation studies, 1031 exchange planning, depreciation strategy, and qualifying for real estate professional status can all dramatically reduce tax liability for property investors. Most real estate investors leave significant tax savings on the table simply because their CPA doesn't specialize in this area.

Do you work with high-income earners and complex situations?

Yes. High earners and complex situations are where tax strategy delivers the most value. Multi-entity structures, equity compensation, multi-state income, business sales, and inheritance planning all benefit from coordinated strategy across years and across professionals (CPA, attorney, financial advisor). I'm comfortable in that complexity.