TAX PLANNING

Reducing unnecessary income, capital gains, and estate taxes—morally, legally, and ethically.

A fully integrated team of tax attorneys, CPAs, enrolled agents, and specialists working together. They design, review, and implement IRS-supported strategies focused on compliance, liquidity, and long-term business strength.

THE TRUTH MOST ENTREPRENEURS NEVER HEAR

Income Tax

There are hundreds of legal and ethical ways to reduce income tax with the right team and planning.

Up to 80% of your income tax is optional

Capital Gains Tax

There are 34 different proven strategies to reduce or eliminate capital gains tax.

Up to 100% of your capital gains tax is optional

Estate Tax

There are hundreds of compliant structures, trusts, and mechanisms to reduce or eliminate estate tax.

100% of your estate tax is optional

Your Coordinated Team for Tax Legal and Financial Strategy

Instead of managing multiple advisors who do not always work together, you have one coordinated team.

Our team of specialists works across income tax, capital gains, estate planning, entity structuring, multi-entity design, risk mitigation, and liquidity engineering. Each strategy is carefully reviewed, fully verified, and supported by legal authority.

We handle

  • Strategy

  • Design

  • Legal review

  • Implementation

  • Ongoing maintenance

"You focus on the business, we handle the heavy lifting"

ENDING THE TAX HAMSTER WHEEL

We end that permanently with multi-year, proactive, defensible planning that eliminates surprises and maximizes liquidity.

The cycle most entrepreneurs live in

  • Spring bidding jobs and staying ahead of last year’s cash flow

  • Summer managing spending to cover tax exposure

  • Fall paying taxes at extension deadlines

  • Winter advised to buy additional equipment even if trucks are already unused

  • Year round expense reclassification and filing extensions

"Then the cycle repeats forever"

WHY OUR APPROACH WORKS

Because integrated specialist teams perform better than fragmented advisors. This approach has been trusted by wealthy families for generations

Lowers taxes dramatically

Increases cash flow and liquidity

Strengthens business stability add values

Reduces risk

Improves strategic options adds more free time

Gives clear control and visibility

"Entrepreneurs deserve the same level of integrated expertise without the billion dollar price tag"

THE RESULT

This isn’t tax prep. This is coordinated, defendable, specialist driven tax engineering for business owners who refuse to leave money on the table.

Our clients consistently experience

  • Major long term tax reduction across income capital gains and estate

  • Massively increased liquidity and cash flow

  • A stronger balance sheet and competitive advantage

  • Lower risk and higher confidence

  • A business that can pivot, adapt, and hit harder even in recessions

"Then the cycle repeats forever"

What Our Private Clients Say About Us

“Accounting is the science of taking score of what has happened, taxation is the law on what is allowed, and strategy is the combining, timing, and sequencing to create wondrous results. Dallas and his team have no equal in guiding clients to where they want to go."

T.Matthews
CFO

“I was once one of those stubborn old fools set in my ways. I thought my guys I had since the dark ages did everything imaginable. I had no idea how big the tax code was, I assumed everyone had the same software I am into water drilling! Next thing I know I am invited to one of Dallas’s get togethers and his words ate away at me for months. My CPA handed me a bill for $834,000 and that was it, I called Dallas and I have never turned back.”

C. Kelly
CEO, Water Drilling

“When working with Dallas, your biggest problem will be, what do I do with all of this money?”

* V. Walker
CEO Cosmetologist Chain

“Harold would be proud of the work Dallas’s team put into our estate plan. From the start Dallas made me feel my opinions, and thoughts mattered and I wasn’t just the wife of the client. When my husband passed everything went off the way it was supposed to, Dallas was at my side through everything. Every time I meet with Dallas I see the paperwork my husband had signed, I can’t help myself but touch his signature, my husband, he is still here.”

B. Griggins
Widow

“There is no way any local CPA or financial guy can do what they do. When you hop on a Zoom meeting and it’s you and a dozen experts from all over, they’re at your table to help me get my family where we always wanted to go… how can you not value that? There were no big shot corporation guys either, they were all down to earth, made me feel confident, the tax nerds talked, Dallas translated, I got it right then and there. I will be here and my kids will too.”

Teagan R
Commercial Plumbing Contractor

“Dallas will show you just how much money you have been overpaying on your taxes. Seriously, ask for the bag of money example. You see it when you are writing out the check. But have you actually seen a stack of $500,000 American dollars? He saves me a fortune every year.”

E. Furtwangler
Commercial Real Estate Developer

““Guys on the golf course brag about everything from cars, swings, clubs, real estate, and the new hot secretary. But everyone knows, I have the best, I found the secret sauce, and every year I get to brag how much he saved me in taxes. Dallas is literally saved in my phone as ‘the secret sauce.’”

Blake S
Contractor

“Do not listen to your friends, your relatives, your fancy financial advisor, or local big shot attorney. If they are saying there is no other way to reduce your tax, whether it's your death tax, capital gains tax like it was for me and believe it or not your income, do yourself a favor and call Dallas. It doesn’t matter what anyone says, that man had me on a call with the #6 tax attorney in the country, and he rambled off 14 more ways to get rid of the capital gains tax on the sale of my business after everyone said there was nothing else that could be done. Don’t waste your work ethic, get his help and his team will get rid of the tax bill.”

Lawrence V
Software Developer

Ready to stop managing dozens of advisors and start enjoying the benefits of one coordinated team?