The 30 Best Efficient tax solutions in Dallas, Texas

Shawn Nicholas - UBS Financial Services Inc. is a finance institution located at 7250 Dallas Parkway in Plano, Texas, United States. With a focus on providing comprehensive financial services, Shawn Nicholas - UBS Financial Services Inc. offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, this institution is dedicated to delivering top-notch financial advice and guidance to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Shawn Nicholas - UBS Financial Services Inc. is committed to helping you make informed decisions and build a strong financial foundation.

Cypress Wealth Advisors LLC is an independent fee-only registered investment advisor located at 4358 Lockhill Selma Road in Shavano Park, Texas. We offer comprehensive wealth management solutions to individuals, families, and institutions. Our main office is in San Antonio, but we serve clients in Dallas, Houston, Austin, and surrounding states. As one of the few NAPFA-registered advisors in the area, we provide custom-tailored financial planning and investment management services in a clear and understandable way. We also offer advice on estate and tax planning. Our approach focuses on developing investment strategies based on realistic goals and working with clients on an ongoing basis to ensure financial success. Visit our website or FINRA's BrokerCheck for more information.

Kyle Clift is a highly experienced financial advisor at RBC Wealth Management, located at 100 Crescent Court in Dallas, Texas. With a strong background in finance and wealth management, Kyle is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Kyle Clift is committed to providing personalized financial advice and tailored solutions to meet your needs. Contact Kyle Clift at RBC Wealth Management today to schedule a consultation and start planning for a brighter financial future.

Morgan Stanley Financial Advisors is a leading finance institution located at 8383 Preston Center Plaza in Dallas, Texas, United States. Our team of experienced advisors offer a wide range of financial services to help clients achieve their investment goals and secure their financial future. Whether you are looking for retirement planning, wealth management, or investment advice, our dedicated team is here to provide personalized solutions tailored to your specific needs. Trust Morgan Stanley Financial Advisors to guide you towards a successful financial future.

UBS Private Wealth Management, located at 100 Crescent Court in Dallas, Texas, is a finance institution dedicated to helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. They believe in understanding what wealth means to each individual and offer finely crafted financial advice tailored to their clients' needs. With a commitment to excellence, UBS provides expertise to turn financial visions into reality. They offer a range of services to help clients pursue their financial goals today, tomorrow, and for generations to come. UBS connects clients to experts, insights, and thought leaders, offering focused advice specifically geared towards each individual's unique financial journey. For prominent individuals and families, UBS provides access to a network of experts and peers worldwide. Their Wealth Way approach incorporates strategies to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. As a registered investment advisor and broker-dealer, UBS Financial Services Inc. offers investment advisory services and brokerage services governed by different laws and arrangements. For more information, residents can visit their website or consult with a UBS Financial Advisor. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered investment advisor and broker-dealer offering a range of products and services.

CORDA Investment Management, LLC is a finance institution located at 8955 Katy Freeway in Houston, Texas, United States. At CORDA, we work with you to define your ideal investment approach that aligns with your strategic savings goals both now and in the future. Our services include estate planning with a Board Certified Attorney, with options ranging from $1,000 to $1,500, as well as discounted estate planning documents through our partnership with LegalZoom. With over 20 years of experience, CORDA Investment Management has been guiding families to financial security through personalized strategies, advice, and plans. We have additional locations in Austin, Dallas, San Antonio, Metairie, Broomfield, and Coral Gables to serve our clients nationwide. Please contact us at 713-439-0665 for more information or to schedule a consultation.

Bryan Clintsman at Buckingham Strategic Wealth, located at 1900 West Kirkwood Boulevard in Southlake, Texas, is a finance institution with a team of experienced professionals dedicated to helping individuals achieve their financial goals. With a focus on providing objective and independent advice, the Southlake team offers a range of services including retirement planning, investment allocation review, and tax minimization strategies. Specializing in cash flow spending plans, college funding advice, and asset management, the team takes a holistic approach to financial planning to ensure clients make the best decisions possible. With over 20 years of experience serving the Dallas-Fort Worth metroplex, clients can trust the Southlake team to provide personalized solutions tailored to their unique needs and goals. Whether you are looking to save for retirement or maximize the benefits of restricted stock units, the team at Bryan Clintsman at Buckingham Strategic Wealth is here to help you navigate your financial journey with confidence.

Randall Crimmings at Buckingham Strategic Wealth, located at 1900 West Kirkwood Boulevard in Southlake, Texas, is a finance institution dedicated to helping individuals from diverse backgrounds achieve their financial goals. With decades of experience, the Southlake team specializes in providing holistic financial planning services, including retirement savings, investment reviews, and tax minimization strategies. As a fee-only firm, they prioritize objectivity and independence in offering personalized advice to clients. Formerly known as Clintsman Financial Planning, the Southlake team joined Buckingham Strategic Wealth in 2023 and has been serving the Dallas-Fort Worth metroplex for over 20 years. Whether you need assistance with cash flow planning, college funding, or asset management, the Southlake team is committed to delivering a highly personalized experience tailored to your unique needs and goals. Download their "Experience Is Everything" brochure to learn more about becoming a Buckingham client and discover how your values can drive your financial plan. Stay informed this election season on potential policy changes and learn how to maximize the benefits of restricted stock units (RSUs) to retain top talent in your organization.

Edward Jones - Financial Advisor: George H Price, AAMS™ is a reputable financial institution located in Dallas, Texas, United States. As a trusted advisor, George H Price, AAMS™ provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones is dedicated to helping individuals and families secure their financial future. Visit their office at 2711 Lyndon B Johnson Freeway to learn more about their comprehensive financial services.

Brian John Seastone is a financial advisor at Ameriprise Financial Services, LLC located at 1601 Elm Street, Dallas, Texas, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter Designation®. Brian John Seastone specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. He is committed to helping clients make informed decisions and achieve their financial goals. Contact Brian John Seastone for expert advice on investment opportunities, estate planning, retirement planning, insurance products, and more.

Bill Swisher - Financial Advisor at Ameriprise Financial Services, LLC, located at 5960 Berkshire Lane in Dallas, Texas, is a recipient of the Ameriprise Client Experience Award. With a focus on financial wellness for the whole family, we specialize in crafting personalized financial strategies that cater to the unique goals of each generation. Our approach involves engaging in meaningful conversations about financial priorities, whether it be planning for education, retirement, or personal investments. We emphasize financial literacy across generations, empowering each family member to make informed decisions for their future. Our goal is to provide a tailored, multi-generational financial planning experience to help clients achieve a more confident financial future.

Steven Kalmus is a Financial Advisor at Ameriprise Financial Services, LLC located at 1601 Elm Street in Dallas, Texas, United States. Steven holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Steven's expertise in areas such as asset management, retirement planning, estate planning, investment fiduciary practices, and financial planning for individuals and small business owners. With a commitment to ethical standards and ongoing education, Steven provides comprehensive financial advice and services to his clients.

Jeff Davis - Financial Advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway in Plano, Texas, is a trusted finance institution dedicated to helping clients achieve their financial goals. Jeff provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track success. Clients can easily access their investments and accounts from any device, securely sharing information with Jeff. To learn more or schedule a complimentary initial consultation, visit the website for background and qualification information. Jeff Davis is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution prioritizes client relationships and values referrals from satisfied clients. Get in touch to start discussing your financial priorities and take steps towards a secure financial future with Ameriprise Financial Services, LLC.

John Ramzy is a Financial Advisor at Ameriprise Financial Services, LLC located at 5960 Berkshire Lane in Dallas, Texas, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and more. John Ramzy is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. His commitment to ethical practices and continuing education ensures that he can offer the best advice and strategies to help clients achieve their financial goals.

Aubrey L Nestman, a Financial Advisor at Ameriprise Financial Services, LLC, located at 5960 Berkshire Lane, Dallas, Texas, offers a wide range of financial services to individuals. Aubrey holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and continuous education, Aubrey provides personalized financial advice to help clients meet their financial goals. Whether you are planning for retirement, managing wealth, or navigating complex financial situations, Aubrey is dedicated to providing comprehensive and tailored solutions to meet your needs. Contact Aubrey L Nestman today for expert financial guidance and support.

Tim Bowrey is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5960 Berkshire Lane in Dallas, Texas, United States. Tim holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Tim's expertise in asset management, retirement planning, estate planning, investment strategies, and risk management. Tim also specializes in working with domestic partners, seniors, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Tim is dedicated to providing comprehensive financial advice to help clients achieve their financial goals.

Robert Cordiak - RBC Wealth Management Financial Advisor is a leading financial institution located at 100 Crescent Court in Dallas, Texas, United States. As a trusted financial advisor, Robert Cordiak provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Robert Cordiak offers a comprehensive range of financial solutions tailored to meet the unique needs of each individual or business. Whether you are looking to invest, plan for retirement, or protect your assets, Robert Cordiak and his team are dedicated to providing expert guidance and support every step of the way.

Retirement Planners of America is a leading finance institution located at 1885 Saint James Place in Houston, Texas. Our team of experienced professionals is dedicated to helping individuals plan for a secure and comfortable retirement. We offer personalized financial advice and strategies to help our clients achieve their retirement goals. Whether you are just starting to plan for retirement or are already enjoying your golden years, Retirement Planners of America is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.

RGT Wealth Advisors is a finance institution located at 5950 Sherry Lane in Dallas, Texas, United States. We specialize in providing comprehensive family office services to manage wealth from a 360-degree perspective. Our team leverages an exclusive network of experts to help clients achieve their personal and professional financial goals. As fiduciaries, we prioritize our clients' needs and focus on exceeding expectations, simplifying lives, and helping establish lasting legacies. Please note that as of December 31, 2023, assets include those from firms acquired by or invested in by Corient. Certain assets may not be considered regulatory assets under management, as defined in our Form ADV.

McCarthy, Rose & Mills, LLP is a leading accounting and finance firm located at 3001 Dallas Parkway in Frisco, Texas. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Known for their expertise and commitment to excellence, McCarthy, Rose & Mills, LLP is dedicated to helping individuals and businesses achieve their financial goals. Visit their office in Frisco or contact them for more information on how they can assist with your accounting and finance needs.

Amy's Bookkeeping LLC is a trusted accounting and finance institution located at 204 West McCart Street in Krum, Texas, United States. Specializing in a range of services from Accounts Payables to Payroll Processing, we are dedicated to helping businesses succeed. As the President of Amy's Bookkeeping LLC, I understand the challenges of running a business and am here to provide personalized solutions tailored to your needs. Whether you are a hotel owner, contractor, or small business, we are here to support you. With a passion for independence and a commitment to excellence, we strive to deliver top-notch bookkeeping services in Denton and the Dallas-Fort Worth area. Contact us today to discuss how we can help your business thrive.

Located in Dallas, Texas, the Frazier Financial Group is a premier institution specializing in accounting and finance services. Led by Sidney Frazier, MBA, a QuickBooks Certified ProAdvisor, the institution aims to inspire, motivate, and build confidence within small business owners and independent professionals. With a focus on providing top-notch Accounting, Bookkeeping, Tax Planning & Preparation, and Business Consulting services, Frazier Financial Group is dedicated to helping clients "Discover the Financial Difference". Serving the DFW Metroplex and surrounding counties, the institution is committed to helping clients achieve their financial goals and success.

H&R Block is a renowned accounting and finance institution located at 2425 South Cockrell Hill Road in Dallas, Texas, United States. With a commitment to providing top-notch financial services, H&R Block offers expert tax preparation, financial planning, and accounting services to individuals and businesses alike. Their team of skilled professionals ensures that clients receive accurate and efficient financial assistance to help them achieve their financial goals. Whether you need help with tax filing or financial planning, H&R Block is a trusted institution that you can rely on.

Real Property Management Icon is a professional residential property management institution located in Little Elm, Texas. With over 30 years of experience, we are dedicated to providing quality service to property owners and residents in the Dallas-Fort Worth Metroplex. Our Wealth Optimizer tool allows you to easily compare properties and make informed decisions about your investments. We offer transparent fee schedules and 24/7 support to ensure your rental property is well-maintained and profitable. Our team of experienced property managers work hard to fill vacancies quickly with qualified tenants and provide exceptional service to optimize your return on investment. Contact us today to learn more about how we can help you manage your rental property the right way.