Southlake, Texas
Southlake CPA - Town Square Area
Tax planning for Southlake business owners and their households, near Town Square.
Services in Southlake
Typical work for Southlake owners.
| Area | Typical work |
|---|---|
| Wealth tax planning | Estate planning · Gift tax · Trust returns |
| Executive compensation | Options · RSUs · Deferred comp |
| Real estate tax | Cost segregation · 1031 exchanges · Portfolio analysis |
| Business owner | Entity optimization · Exit planning · Succession |
| Investment tax | Capital gains · Loss harvesting · Alternative investments |
| Professional services | Practice sale · Partnership · Retirement |
Neighborhoods
Across the city.
- Southlake Town Square
- Timarron
- Shady Oaks
- Southlake Hills
- Carillon
Nearby
We also work with owners in Grapevine · Colleyville · Keller · Trophy Club · Westlake.
Most clients work with us remotely through the client portal. In-person meetings in Richardson are by appointment.
Reviews
In clients’ words.
Krystal is highly knowledgeable when it comes to complex tax matters. As a newly formed LLC, we encountered several challenges with bookkeeping and tax compliance. Krystal guided us through every step with patience and clarity, helping us stay organized and confident in our filings.
This is my second year working with Krystal and her team. They are very professional and thorough with their income tax preparation. They answered our questions in a timely manner and are very knowledgeable.
Questions
About Southlake.
Do you work with high-net-worth clients?
Yes. We plan for business owners and executives with equity compensation, rental property and multi-state income.
Stock option experience?
Absolutely. We help executives optimize ISO, NSO, and RSU strategies.
How far is your office?
Most clients work with us remotely through the secure client portal and video calls. In-person meetings in Richardson, Texas are by appointment.
Estate planning?
We coordinate tax planning with estate attorneys for comprehensive wealth management.
Confidentiality?
Strict confidentiality is maintained for all clients, especially high-profile individuals.
Start with fifteen minutes.
Krystal calls you at the time you pick.