Southlake CPA - Affluent Suburb Specialists
Premium tax planning for Southlake's high-net-worth families and business owners. Town Square area expertise.
Your Trusted CPA in Southlake
Southlake represents the pinnacle of DFW suburban success. With high-achieving families, successful business owners, and sophisticated investors, the financial needs here are complex.
Krystal Le CPA Co LLC serves Southlake's high-net-worth community with advanced tax strategies. We help executives, entrepreneurs, and investors minimize taxes and build wealth.
Whether you're managing stock options, running a successful business, or building a real estate portfolio, we provide the sophisticated guidance you deserve.
Why Southlake Business Owners Choose Us
High Net Worth
Complex situation expertise.
Executive Comp
Stock option specialists.
Real Estate
Sophisticated investor strategies.
Wealth Planning
Multi-generational focus.
Confidential
Discrete, professional service.
Proactive
Year-round strategic planning.
Serving Southlake & Surroundings
Key Neighborhoods
Industries Served
- Executives: Corporate officers and directors.
- Business Owners: Successful entrepreneurs.
- Real Estate: Sophisticated investors.
- Medical: Physicians and specialists.
- Legal: Law firm partners.
Our Expertise
Specialized Services for Southlake
Tailored accounting and tax strategies designed for your industry.
Wealth Tax Planning
High-net-worth strategies.
- Estate Planning
- Gift Tax
- Trust Returns
Executive Compensation
Stock and bonus planning.
- Options
- RSUs
- Deferred Comp
Business Owner
Entrepreneur tax planning.
- Entity Optimization
- Exit Planning
- Succession
Investment Tax
Portfolio tax efficiency.
- Capital Gains
- Loss Harvesting
- Alternative Investments
Professional Services
Doctors, lawyers, executives.
- Practice Sale
- Partnership
- Retirement
Client Success Stories
“Working with Krystal Le on our tax return was easy and stress free. She is very professional and always reply in a timely manner if we have questions. Highly recommend!”
“Krystal is highly knowledgeable when it comes to complex tax matters. As a newly formed LLC, we encountered several challenges with bookkeeping and tax compliance. Krystal guided us through every step with patience and clarity, helping us stay organized and confident in our filings.”
“This is my second year working with Krystal and her team. They are very professional and thorough with their income tax preparation. They answered our questions in a timely manner and are very knowledgeable.”
Frequently Asked Questions
Do you work with high-net-worth clients?
Yes, we specialize in complex tax situations for successful families and executives.
Stock option experience?
Absolutely. We help executives optimize ISO, NSO, and RSU strategies.
How far is your office?
About 30-35 minutes from Southlake. Virtual meetings are convenient for busy professionals.
Estate planning?
We coordinate tax planning with estate attorneys for comprehensive wealth management.
Confidentiality?
Strict confidentiality is maintained for all clients, especially high-profile individuals.
Tax Tips for Southlake Business Owners
Expert insights to help you save on taxes and grow your business
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Learn how to use crypto tax loss harvesting to reduce your tax bill. Unlike stocks, there's no wash sale rule for crypto—yet. A DFW CPA explains the strategy.
Ready to optimize your taxes?
Join other successful business owners in Southlake who trust LeCPA with their financial growth.