Full-service tax planning by certified experts

Facebook-f Linkedin Instagram Kindpng Spotify
Our Services

Virtual CFO Company

Summer Sanders
Heidi Crockett

CFO Advisory Services with Tax Planning and Preparation

We understand that tax planning and preparation can be a daunting task for any business owner. Our team of experts diligently stay up-to-date on the latest tax regulations to help you minimize your tax liability. As a virtual CFO company, we provide executive level support and guidance for your financial future. 

Our CFO advisory services go above and beyond what an in-house CFO may provide because we also have an entire staff of tax planning professionals in addition to your virtual CFO. Having a Chief Financial Officer that analyzes the financial documents and offers suggested strategies for mitigating tax risk, as well as expedient growth for your company is priceless. 

Using that knowledge, we provide a full range of tax planning and preparation services for individuals, sole proprietors, partnerships, corporations, estates, trusts, and not-for-profit organizations. We also have special CFO services for small business. Most small businesses cannot afford to hire an in-house CFO, but by partnering with The Tax Planning Pros, you'll receive an expert financial officer that will work hard to transform your financial growth

Outsourced CFO Services & Financial Consulting

Maintaining accurate records is vital to the success of any business. Our outsourced CFO services can take the burden off of you and your staff, freeing up time and energy to focus on other aspects of your business, while letting our executive level financial officers manage your financial documents and analyze the data to provide timely financial analyses.

We provide CFO advisory services that include bank reconciliations, financial statement preparation, chart of accounts management, and general ledger maintenance.

Good financial data is the key to making informed business decisions, so let us help you keep your financial records up-to-date and accurate. 

Chandra Patrick

How Is The Tax Planning Pros Different from Other Outsourced CFO Services Companies?

With The Tax Planning Pros, you can be confident you're getting the best possible service. We have a team of experts renowned for their in-depth knowledge of the tax code.

Our team members stay up-to-date on the latest changes, so you don’t have to. Helping our customers minimize their tax liability is what we do best. We understand that everyone’s situation is different, so we offer a personalized approach. Aside from this, you’ll also get:

  • A free initial consultation to discuss your specific needs
  • A thorough and efficient service focused on helping you achieve your goals
  • Competitive rates that are designed to fit your budget
  • Expertise and insight that you can trust

If you’re looking for a team of experts who can help you with CFO services, look no further than The Tax Planning Pros. We’re here to help you make the most of your financial situation. Contact us today for a free consultation.

Ready To Get Started?
Ready to Get Started?

Get Your Virtual CFO Strategy Session Today

Set Up a Strategy Meeting Today
The Tax Planning Pros

6170 Research Road Suite 110 Frisco, Texas 75033

469.343.1500

info@thetaxplanningpros.com

Services

About Us

We provide superior tax savings services and help our clients save the most money possible year after year.

Get in Touch