Does your client need the experience and expertise only a Dallas CPA firm can bring? We work with many attorneys to provide guidance and unique skills that will compliment the work you’re doing on behalf of your client.
Estate & Trust
We are experts at developing comprehensive estate and trust plans that address business continuation, wealth planning and strategies for minimizing estate taxes for your clients.
Business Valuations
We are experts at developing comprehensive estate and trust plans that address business continuation, wealth planning and strategies for minimizing estate taxes for your clients.
Dispute Resolution
As CPAs and consultants, we have been often been asked to assist attorneys in their efforts to resolve family disputes, address questions and concerns about trust or estate management or participate in arbitration or mediation.
