Strategic Tax Planning Services in Dallas-Fort Worth
Proactive year-round tax planning to minimize your lifetime tax burden. We help DFW business owners and high-income individuals implement strategies before December 31st—not after.
Why Choose LeCPA for Tax Planning?
The difference between tax preparation and tax planning is profound—and expensive if you only do the former. Tax preparation records what already happened. Tax planning makes strategic decisions while you still can.
By April 15th, your tax liability is largely fixed. By December 31st, most opportunities have expired. The real savings happen mid-year, when we project your income, identify opportunities, and implement strategies that legally reduce what you owe.
Our proactive planning approach consistently delivers five-figure savings for business owners and high-income professionals. We don't wait for tax season—we meet quarterly to ensure you're positioned optimally.
Pricing
Annual tax planning engagements start at $2,500 and include quarterly meetings, projections, and year-round access.
Pricing factors:
- •Complexity of income sources
- •Number of business entities
- •Investment portfolio complexity
- •Estate planning integration
Our Process
How We Work Together
A clear, proven process that delivers results without surprises.
Comprehensive Review
We analyze your current tax situation, prior returns, income sources, and financial goals.
Multi-Year Projection
We model your tax liability across multiple years to identify timing opportunities and bracket management strategies.
Strategy Development
We create a customized tax plan with specific, quantified savings opportunities and implementation steps.
Quarterly Check-ins
We meet quarterly to track progress, adjust for changes, and capture new opportunities.
Year-End Optimization
November review ensures all final moves are made before December 31st deadlines.
Benefits
What You Get
Proactive vs. Reactive
We identify opportunities while there's still time to act—not after the year ends.
Multi-Year Perspective
Strategies that save taxes this year might cost more over time. We model scenarios across multiple years.
Entity Optimization
Is your business structured correctly? S-Corp election alone can save $5,000-$20,000 annually.
Retirement Maximization
SEP-IRA, Solo 401(k), or defined benefit plan? We help you shelter maximum income legally.
Investment Tax Efficiency
Tax-loss harvesting, asset location, and timing strategies to minimize investment taxes.
Estimated Payment Accuracy
Stop overpaying quarterly estimates. We calculate safe harbor amounts precisely.
Who It's For
Is This Service Right for You?
Business Owners
Entrepreneurs, LLC/S-Corp owners, and partners with flexibility in income timing and structure.
High-Income Professionals
Doctors, lawyers, consultants, and executives with income above $200K seeking advanced strategies.
Real Estate Investors
Property owners benefiting from depreciation, 1031 exchanges, and cost segregation planning.
Pre-Retirees
Individuals within 10 years of retirement optimizing Roth conversions and distribution planning.
Equity Compensation Recipients
Tech employees with ISOs, NSOs, RSUs, or ESPP needing exercise timing strategies.
High Net Worth Families
Families with estate planning needs, charitable giving goals, and multi-generational wealth.
Testimonials
What Our Clients Say
“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!”
Kate
a month ago on Google
“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.”
Hanxiang Wu
4 months ago on Google
“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.”
Cindy Ly Do
4 months ago on Google
Frequently Asked Questions
Common questions about our tax planning services.
Related Resources
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