Full-service tax planning by certified experts

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Our Services

Wealth Creation Strategies

Alicia Dewar

Helping Your Money Work For You

Growing your wealth over time may seem daunting. However, it can be much simpler than you think. Our wealth creation strategies like asset allocation and portfolio rebalancing are designed to help you make the most of your money and achieve your financial goals.

We go the extra mile to help you maximize your returns and minimize your tax liabilities so that you can focus on achieving long-term financial success.

Wealth Preservation Strategies

Our team can help you create a diversified portfolio that is designed to weather the ups and downs of the market so that you can protect your wealth and achieve your financial goals.

We also offer tax planning services that can help you minimize your tax liabilities to keep more of your money in your pocket.

Wealth Preservation Strategies
Rhonda Hakim

Wealth Creation Plan

Our wealth creation plan is designed to help you grow your wealth over time. We will work with you to find deductions and credits that you may be entitled to, and we will help you invest your money in a way that maximizes your returns while minimizing your risk. This approach can help you achieve your financial goals and build long-term wealth.

Retirement Planning

Transitioning into retirement can be a complex process, and The Tax Planning Pros can help you plan for it in the most efficient way possible.

We can help you prepare for retirement by estimating how much money you will need to save and recommending tax-advantaged retirement accounts. This advice will ensure a smooth transition into retirement and help you effectively manage your wealth.

Tax Planning And Tax Preparation Service
Ready to Get Started?

Get Your Tax Planning Strategy Session Today

At The Tax Planning Pros, we understand the importance of effective tax preparation services in achieving your financial goals. Whether you are looking to maximize your wealth over the long term or simply need assistance with preparing for retirement, we can help.

Contact us today for a free consultation and learn more about how we can help you reach your financial goals

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.

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