Strategic Tax Planning Services in Dallas-Fort Worth
Proactive year-round tax planning to minimize your lifetime tax burden. We help DFW business owners and high-income individuals implement strategies before December 31st—not after.
Why Choose LeCPA for Tax Planning?
The difference between tax preparation and tax planning is profound—and expensive if you only do the former. Tax preparation records what already happened. Tax planning makes strategic decisions while you still can.
By April 15th, your tax liability is largely fixed. By December 31st, most opportunities have expired. The real savings happen mid-year, when we project your income, identify opportunities, and implement strategies that legally reduce what you owe.
Our proactive planning approach consistently delivers five-figure savings for business owners and high-income professionals. We don't wait for tax season—we meet quarterly to ensure you're positioned optimally.
Pricing
Annual tax planning engagements start at $2,500 and include quarterly meetings, projections, and year-round access.
Pricing factors:
- •Complexity of income sources
- •Number of business entities
- •Investment portfolio complexity
- •Estate planning integration
Our Process
How We Work Together
A clear, proven process that delivers results without surprises.
Comprehensive Review
We analyze your current tax situation, prior returns, income sources, and financial goals.
Multi-Year Projection
We model your tax liability across multiple years to identify timing opportunities and bracket management strategies.
Strategy Development
We create a customized tax plan with specific, quantified savings opportunities and implementation steps.
Quarterly Check-ins
We meet quarterly to track progress, adjust for changes, and capture new opportunities.
Year-End Optimization
November review ensures all final moves are made before December 31st deadlines.
Benefits
What You Get
Proactive vs. Reactive
We identify opportunities while there's still time to act—not after the year ends.
Multi-Year Perspective
Strategies that save taxes this year might cost more over time. We model scenarios across multiple years.
Entity Optimization
Is your business structured correctly? S-Corp election alone can save $5,000-$20,000 annually.
Retirement Maximization
SEP-IRA, Solo 401(k), or defined benefit plan? We help you shelter maximum income legally.
Investment Tax Efficiency
Tax-loss harvesting, asset location, and timing strategies to minimize investment taxes.
Estimated Payment Accuracy
Stop overpaying quarterly estimates. We calculate safe harbor amounts precisely.
Who It's For
Is This Service Right for You?
Business Owners
Entrepreneurs, LLC/S-Corp owners, and partners with flexibility in income timing and structure.
High-Income Professionals
Doctors, lawyers, consultants, and executives with income above $200K seeking advanced strategies.
Real Estate Investors
Property owners benefiting from depreciation, 1031 exchanges, and cost segregation planning.
Pre-Retirees
Individuals within 10 years of retirement optimizing Roth conversions and distribution planning.
Equity Compensation Recipients
Tech employees with ISOs, NSOs, RSUs, or ESPP needing exercise timing strategies.
High Net Worth Families
Families with estate planning needs, charitable giving goals, and multi-generational wealth.
Testimonials
What Our Clients Say
“The S-Corp election and Solo 401(k) Krystal recommended saved me $18,000 in the first year. The planning fee paid for itself 6x over.”
Marcus T.
Consultant, $250K Annual Income
“I was paying $45,000 in taxes on my medical practice income. After restructuring with LeCPA, I'm down to $28,000—same income, different strategy.”
Dr. Angela R.
Physician, Private Practice Owner
“They found $12,000 in tax loss harvesting opportunities I didn't know I had. Now I get a quarterly call to review my investment accounts.”
Steven H.
Tech Executive with Stock Compensation
Frequently Asked Questions
Common questions about our tax planning services.
Related Resources
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