01
Individual tax
Strategies shaped to the income you actually have — wages, portfolio, rentals, and a business you materially participate in — so the return supports a personal plan instead of merely recording the year.
Est. 1997 · Frisco, Texas
Tax & advisorywith precision.
Strategic tax planning. Sound advice. Lasting value.
We partner with individuals and closely held businesses to minimize avoidable risk, use the rules that actually apply, and build a stronger financial future — prepared for what is next, not only for what is due.
Essential
$425 / mo
Monthly QuickBooks Online review
Growth
$575 / mo
Review plus a quarterly plan
Strategic Advisory
$750 / mo
A monthly thinking partner
Four kinds of work. One standard of scope.
All services02
Business tax
Planning and compliance matched to the entity, the stage, and the objective. An S corporation, a partnership, and a disregarded LLC are not the same job.
03
Advisory
Guidance when the question is not “what form,” but whether the books, the payroll, and the tax plan still describe the same business.
04
Year-round planning
Work that happens in the quarters, not only in March. The point is to be ready for what is next, not only for what is due.
The practice
Greg T. Dunavant, MSA
Master's in accounting with a tax focus · 30+ years in the DFW area · Not a CPA or Enrolled Agent. This is business tax planning and financial advisory — not attest services, audits, or IRS representation.
“As an accountant, I understand the trust you place in this firm. The work will be accurate, organized, and respectful of your time.”
About the practicePrice the engagement you actually need.
Published monthly fees only. Documents use the ProConnect client portal. The books stay in QuickBooks Online. Nothing here is a custom quote, and nothing here is tax advice.
The year, by package
Essential
Each month
QuickBooks Online review with written notes, a tax calendar, and estimated-tax reminders. Documents stay in the ProConnect client portal.
Growth
Each quarter
A tax-planning meeting, plus a cash-flow and margin discussion from the QuickBooks Online reports.
Strategic Advisory
Each month
A strategy call, a deeper forecast from the books, and a note when the trends look off.