Frisco Tax Advisors
Our Services
For Families, Businesses, and Nonprofits
Tax Preparation
Advisory Services
IRS Representation
Whether you’re a family, estate, business or non-profit, we serve you at one of these levels.
Contents
Pain-Free Digital Onboarding
Secure, Digital Tax Document Handling & Storage
Federal & State Income Tax Return Preparation
e-Authorizations and e-filing
Access to a Tax Advisor
Meeting with a Tax Advisor
Tax Saving Strategies
Annual Tax Savings Plan
Top Priorities Action Items
Dedicated Advisor & Priority Support
Year-end Tax Conference
REPORTING – ONLY
BUSINESS TAX ADVISORY
BUSINESS TAX REPORTING – ONLY
Pain-Free Digital Onboarding
Secure, Digital Tax Document Handling & Storage
Federal & State Income Tax Return Preparation
e-Authorizations and e-filing
Access to a Tax Advisor
BUSINESS TAX ADVISORY
Pain-Free Digital Onboarding
Secure, Digital Tax Document Handling & Storage
Federal & State Income Tax Return Preparation
e-Authorizations and e-filing
Access to a Tax Advisor
Meeting with a Tax Advisor
Annual Tax Savings Plan
Tax Savings Optimization
Top Priorities Action Items
Dedicated Advisor & Priority Support
Year-end Tax Conference
Family & Estate Income Tax Services
If you’re looking for a tax firm that will focus on your needs, look no further. Frisco Tax Advisors offers a full range of professional tax services tailored to your specific circumstances. Our services are not a one-size fits all, nor do we ask you to fit into our “box.” We tailor our services to your specific concerns to address your highest priorities and provide you with the personal attention you should expect from a tax professional.
INCOME TAX REPORTING
Annual Income Tax Return
Annual Withholding Analysis
Tax Audit Defense on every return
e-sign authorizations & e-filing
Year-round access to your documents in our Secure Portal
Access to our Tax Advisors
INCOME TAX & ADVISORY
Annual Income Tax Preparation
Missed Tax Deduction Analysis
Periodic Withholding Analysis
Tax Audit Defense on every return
e-sign authorizations & e-filing
Year-round access to your documents in our Secure Portal
Meeting with a Tax Advisor
Annual Tax Savings Plan
Personalized Assistance with…
- Family Cash Flow Questions
- Family Net Worth Matters
- Financial Stability Concerns
Top Priorities Action Items
Business & Non-Profit Income Tax Services
Finally! The income tax services you really want. Frisco Tax Advisors offers relevant professional tax services tailored to boards and business owners. Unlock the true potential of your organization’s cash flow with income tax planning. Integrating your goals with tax planning, we can save you income taxes and increase your cash flow.
INCOME TAX REPORTING
Review Books for Tax Readiness
Year-end Closing Adjustments
Annual Income Tax Return
Quarterly Payment Estimates
e-sign authorizations & e-filing
Year-round access to your documents in our Secure Portal
Access to our Tax Advisors
BUSINESS TAX & ADVISORY
Review Books for Tax Readiness
Year-end Closing Adjustments
Annual Income Tax Return
Quarterly Payment Estimates
e-sign authorizations & e-filing
Year-round access to your documents in our Secure Portal
Business Tax Strategies
Meetings with our Tax Advisors
Top Priorities Action Items
Quarterly P & L Review
Year-end Tax Planning
Audit & Collection Representation
Facing IRS inquiries? You don’t have to go it alone. Our Taxpayer Relief Packages offer expert representation to federal and state authorities. We tailor our tax representation services to the specifics of your situation and merits of your case. Our team of Enrolled Agents (EAs) and Attorneys are ready to defend your best interests and resolve your case.
If you’re facing any of these issues, don’t wait. Contact us now!
Compare the two options to work with us at Woodlands Tax Advisors and determine which one suits your tax and accounting needs.
PERSONAL TAX REPRESENTATION
Amending Income Tax Returns
Other Corrective Personal Filings
Reported Income Reconciliation
Personal Tax Audit Defense
Personal Collection Negotiation
Innocent Spouse Relief
Trust Fund Recovery Penalties
Complex or Novel Issues
BUSINESS TAX REPRESENTATION
Corrective Business Filings
Worker Misclassifications
Reconciling Information Returns
Business Tax Audit Defense
Business Collection Negotiation
Payroll Tax Debt Defense
Entity-Specific Allocation Issues
Sophisticated Tax Transactions
Frisco Tax offers tax accounting services, strategic tax planning, business tax services, estate tax planning, and IRS representation to families and small businesses in The Dallas, Ft. Worth, and Frisco areas. Our comprehensive range of professional services offers customized tax plans. Your financial prosperity is our purpose.
Frisco Tax Advisors is an IRS Enrolled Agent!
As the tax codes and legislation are ever-changing and evolving, we make sure to evolve with it. Dana Jensen with Frisco Tax is 1 of only 7 Enrolled Agents in Frisco, Texas. Being an Enrolled Agent (EA) means you are a federally authorized tax practitioner with expertise in taxation who has earned the privilege of representing taxpayers before the IRS. This is a tax advisor designation that allows us to represent you in front of the IRS. We advocate for you! If you need IRS representation, you know who to call!
Our Easy Tax Process
FAQ
Services Offered by Frisco Tax Advisors
What services do Frisco Tax Advisors offer?
- Frisco Tax Advisors offers various services, including tax services, business accounting, accounting department evaluation and oversight, financial analysis and reporting, cash flow management, and strategic financial planning. Frisco Tax Advisors provides a range of services, including tax preparation and planning, accounting, and financial advisory services for both individuals and businesses.
How can Frisco Tax Advisors benefit my business?
- We empower business owners by providing financial expertise tailored to the company's budget. This allows owners to focus on their core competencies while improving and growing their business.
What kind of business is Frisco Tax Advisors?
- Frisco Tax Advisors is a full-service, independent tax preparation services company in The Woodlands, Texas. It serves families, medium and small businesses, nonprofit organizations, and individuals, offering customized services to meet unique client needs.
How does Frisco Tax Advisors customize their services?
- Our boutique approach ensures clients receive only the services they need, saving time and money, and providing an accurate picture of financial standings.
How can Frisco Tax Advisors assist with tax matters?
- We help individuals and businesses develop and execute effective and compliant tax strategies and comprehensive tax plans, aiming to minimize tax liabilities and uncover opportunities.
Contact, Location, and Additional Services
How can I contact Frisco Tax Advisors?
- You can reach us by phone at 800-285-4629 or visit our office located at 6136 Frisco Square Blvd, Frisco, Texas 75034.
Do they offer online resources for clients?
- Yes, we provide a client portal for secure online access to your files, as well as various tax resources, including financial calculators, IRS forms, and a tax appointment checklist.
How can Frisco Tax Advisors assist with tax planning?
- We help clients proactively manage personal and business tax issues, understand the impact of business opportunities on tax status, and identify ways to reduce federal, state, or local tax liabilities.
What accounting services are available for businesses?
- We offer comprehensive tax services to ensure smooth financial operations, along with input and planning assistance to keep accounting systems aligned with business needs.
Do you provide retirement planning assistance?
- Yes, we assist in developing retirement plans for individuals and businesses, helping evaluate options to make choices appropriate for specific financial situations and compliance requirements.
Where is Frisco Tax Advisors located:
- Our office is located in the Frisco town square at 6136 Frisco Square Blvd, Frisco, Texas 75034.
Do I need to make an appointment before visiting the office location?
- Yes, please schedule an appointment by emailing advisor@frisco.tax or visit the Contact Us page on the website.