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What We Do

Areas of Service

You may want a fully integrated financial plan that covers retirement, estate and tax planning, investment consulting and risk management.  Or you may want something as simple as a tax return, tax projection, budget or personal financial statement.  The scope depends on you.  Our proactive, forward-looking approach can help you grow and preserve assets, defer income, and reduce your taxes.

CPA Dallas Texas, Tax Help Atlas Tax

Tax Solutions

  • Income Tax Preparation
  • Income Tax Projections
  • Tax Savings Strategies
  • Compliance Check Ups

Wealth & Estate Planning

  • Retirement Plan Distribution Analysis
  • Education Planning
  • Annual & Lifetime Gifting Programs
  • Charitable Planning & Trusts

Family CFO

  • Financial Reporting (Balance Sheet & Income Statement)
  • Payroll Services
  • Coordinate with Professionals
  • Document Management
  • Bill Paying & Banking

TaxEfficiencies

For Today, Tomorrow and Someday
There are things you can do every day that save money on taxes. Are you already doing them?
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Strategies for a Tax Efficient Life Atlas Tax Advisors Dallas TX