Tax Advisor in Heath, TX
★ 5-Star Rated · Founded 2003 · Heath, TX
leading north texas in tax advisory.
Meet Kevin Oliver — President & Founder
Kevin Oliver is the President and Founder of Oliver Tax Group LLC, a premier tax advisory and business consulting firm serving North Texas since 2003. A graduate of the University of North Texas, Kevin launched his professional career at Mike Oliver CPA before expanding his financial expertise as a Fractional CFO for a major BBQ restaurant chain in North Texas. This unique blend of traditional accounting and executive-level financial strategy inspired him to establish Oliver Tax Group, where he now leads a dedicated team of CPAs, controllers, and tax advisors.
Kevin's methodology centers on proactive, year-round tax planning and real-time financial guidance, helping startup businesses, entrepreneurs, and established corporations navigate complex regulatory landscapes with confidence. He is deeply committed to client education, transparent communication, and delivering customized financial procedures that drive sustainable growth and minimize tax liability.
you need this: tax advisory
TAX ADVISORY | YEAR-ROUND PLANNING
From start up businesses to large corporations, we cater to a wide range of clients and entrepreneurs that realize they need more than a tax preparer. The most unique aspect of our firm is that we meet with clients throughout the year for financial analysis, tax planning, and implementing business strategies. No more waiting until year end for planning. We map out the year with our business clients to meet routinely with prescheduled appointments. We call this their "Initial Plan", "Revised Plan", and the big dance we call the "Final Plan" held at year end. From there, the tax return preparation process is smooth and stress free, taking all the worry and fear out of tax season.
Communication & Responsiveness
You make decisions every day, so why would you not regularly seek council? If you're not routinely speaking with your tax advisor, your business is suffering in ways you cannot imagine. The #1 reason a client leaves their prior tax preparer is the lack of communication and proactive advice. We realize the needs of our clients go far beyond having someone plug in numbers to their tax return once a year. Our main goal is to provide our clients with knowledge to empower them to grow their business, in real time.
WE ARE MORE THAN TAX PROS: WE ARE Business Advisors
We have seen businesses succeed and fail, and know the "secret sauce" to growing a successful business. Far beyond financial statements and tax returns, our practice offers a full scope of services ranging from tax strategy, financial statement analysis, budgeting, cash flow forecasting, growth planning, tax compliance, and learning how to stay in control of your business instead of your business controlling you. Invest in a team like ours that will help you take control of your business and protect the asset that you've worked so hard to build.
Real-Time Information
It is not possible to make decisions in real-time without real-time information. All of our clients need us to assist in maintaining the accuracy of their financial reports, the most vital financial tool to a business owner. From a large clean-up project to ongoing consulting, our firm has extensive knowledge to provide accurate, real-time financial statements to tell you where you were, where you are, and where you're going. We make financial statements come to life, and take pride in our way of explaining reports to our clients that have a major impact on their decisions.
Executive CFO
Instead of hiring a full-time bookkeeper, Controller, or a full time Chief Financial Officer, allow us fill that crucial role as your CFO (at a fraction of the price). We will partner with your business with the opportunity to meet regularly with our team to provide invaluable advice to save you thousands in tax and improve the quality of your life.
Tax Strategy & Business Council
It is challenging to make decisions without understanding your financial statements. Our firm offers monthly, quarterly, and annual meetings to teach our clients about tax, provide business coaching, and dive deep into their financial reports. We love empowering our clients with the knowledge to help them grow their business.
How We Help North Texas Business Owners
Most tax firms see you once a year. You bring them your documents in March, they file your return, and you don’t hear from them again until the following March. That’s the industry norm — but it’s also why so many business owners are leaving money on the table every single year.
When your situation changes — a new employee, a big equipment purchase, an S-Corp election that could lower your self-employment tax — a once-a-year preparer isn’t positioned to help you make those decisions in time. By the time they see your books, the window for most planning strategies is already closed.
We built Oliver Tax Group differently. Our clients hear from us throughout the year, not just in April, because that’s the only way tax strategy actually works.
Our Year-Round Planning Model
We use a three-meeting structure with every business client we take on. We call them the Initial Plan, the Revised Plan, and the Final Plan.
Proactive tax planning in real time with custom tailored advice
Work year-round with a tax strategist, CFO, and financial partner
Ultimate peace of mind with a stress-free tax season
This model is the core reason our clients pay less in tax than they would with a standard tax prep firm. Not because we do anything unusual — because we’re in the conversation before the decisions get made, not after.
Financial Reporting That Tells You Where You Actually Stand
Business owners make decisions every day: whether to hire, whether to expand, whether to buy equipment or lease it. Every one of those decisions has a financial component. And most of those decisions are only as good as the data behind them.
A lot of business owners come to us running blind. Their QuickBooks is outdated, miscategorized, or they simply don’t understand what the reports are actually telling them. Profit on the income statement doesn’t match the bank balance. Receivables are aging badly but nobody’s flagged it. These disconnects create real problems — not just at tax time, but when it’s time to apply for a loan, take on a partner, or decide whether a new service line makes financial sense.
- Your bank balance and QuickBooks balance don’t match
- You can’t answer “is my business profitable?” without calling your accountant
- Accounts receivable is climbing but nobody’s following up on invoices
- You’re guessing at cash flow when deciding whether to hire
We work directly with QuickBooks Online and Desktop across all our business clients. We maintain the accuracy of your books on an ongoing basis, and we don’t just hand you a report and leave. We walk through your balance sheet, profit and loss, and cash flow statement in plain language so you understand what’s actually happening in your business. Some clients prefer written summaries. Others like a video walkthrough. Either way, your financial statements should be tools you use to run your company, not documents you file away.
Every account reconciled. Know your true net worth and borrowing position at any point in the year.
Revenue and expense trends flagged before they become problems — not discovered at year-end.
Know when a shortfall is coming three months before it arrives — not the week before payroll.
For clients who need more than routine bookkeeping, we provide controller-level oversight and full financial statement preparation — giving you a picture of your business finances that’s accurate, current, and actually readable.
Tax Strategy That Goes Beyond Filing Your Return
Filing your return is the end of the process. Planning your tax position is the beginning of it — and most firms only show up for the end.
Two strategies that can meaningfully reduce what a business owner owes, but both require decisions made before December 31:
Split owner income into salary + distributions. For businesses netting $80K+, this can save several thousand dollars in self-employment tax annually.
Up to 20% deduction on pass-through income for qualifying business owners — but income thresholds and W-2 wage limits apply.
The S-Corp election allows eligible business owners to draw a reasonable salary from their company and take remaining profits as distributions, reducing the share of income subject to self-employment tax (currently 15.3%). For business owners generating $80,000 or more in net profit, this election — governed under Internal Revenue Code Subchapter S — can save several thousand dollars annually. But the election has to be made within IRS-specified deadlines, and the salary paid has to be defensible as reasonable for the services performed. Doing this incorrectly creates its own problems.
The Qualified Business Income (QBI) deduction under Section 199A of the Tax Cuts and Jobs Act offers up to a 20% deduction on pass-through business income for qualifying taxpayers. The rules involve income thresholds, specified service trade restrictions, and W-2 wage limits — but for business owners who qualify, this is a substantial deduction that a year-round advisor should be actively managing, not discovering at filing time.
We Also Handle
- Section 179 and bonus depreciation for equipment purchases
- Multi-entity structuring for owners with multiple companies
- Payroll tax compliance and quarterly filing
- Sales tax registration and reporting
- IRS notice response — when the IRS sends a letter, we handle it
Fractional CFO Services for Growing Businesses
Not every business needs a $150,000 full-time CFO. But every growing business needs someone thinking strategically about its finances — not just someone categorizing last month’s transactions.
What This Looks Like in Practice
- Attending leadership meetings to evaluate acquisitions or expansion decisions
- Building multi-year financial models for bank financing conversations
- Designing compensation structures that reduce year-end tax exposure
- Managing cash flow across multiple locations or revenue streams
- Translating financial statements into clear operational guidance
Fractional CFO work means we act as your executive-level financial advisor on a part-time basis. In practice, that looks different for every client. Some need us in leadership meetings, helping evaluate whether an acquisition makes financial sense. Others need a three-year financial model before approaching a bank for a line of credit. Some need help designing a compensation structure that doesn’t get buried by taxes at year-end.
Kevin Oliver served as fractional CFO for one of the largest BBQ restaurant chains in North Texas. That role — managing P&Ls across multiple locations, handling tight food-cost margins, navigating multi-entity accounting, supporting growth decisions in real time — is what shapes the way we advise business clients today. We’ve been in the room when those decisions get made, and we understand what a CFO is actually supposed to do beyond keeping the books.
Who We Work With
Our clients range from first-year entrepreneurs filing their first Schedule C to multi-location operators managing complex entity structures. The common thread is that they’re running real businesses and need an advisor who understands both the tax side and the operational side of their financial picture.
Medical & dental practices, attorneys, contractors, and consultants generating strong revenue but without a structured tax strategy to keep more of it.
Operators navigating tip credits, multi-location P&Ls, sales tax, and tight margins that leave no room for year-end tax surprises.
Job-cost accounting, equipment depreciation under Sec. 179, project-based cash flow, and payroll tax for a field workforce.
Heath, TXRockwallFateTravis RanchMcLendon-Chisholm
Dallas
McKinney
+ All of Texas (remote)
If you’ve been relying on April-only tax prep and want to understand what year-round planning actually looks like for your business, the first step is a Tax Strategy Session. No obligation — just a conversation about where your numbers are and where they could be.
The path to maximizing your business potential is just one click away. It’s time to make a change.
“Kevin and team are truly first class. As a first-time business owner, my partners and I found Kevin’s advice and assistance in business and tax both instrumental and helpful. He took the time to answer numerous questions and provided generous guidance through all aspects of the process”.
-Jeff P.
“Kevin has developed a true dream team at this firm no matter what you’re looking for I assure you they can provide that and more, you’ll simply wish you had made the transition to work with this firm years prior!”
-Seth S.
“Kevin is the best! Our return was pretty complicated but Kevin made it seem easy. He was very patient with us and explained everything in detail.”
-Lisa S.
“Yes, it actually IS possible to have a great experience getting your taxes done.”
-Brian H.
“Kevin was great to work with. Very professional, personable and relatable. It was easy to talk to him about our circumstances and he gave us information about all we asked for and more. If you need help with your taxes, hire him.”
-Krystal C.
“As my business continues to grow and expand, Kevin continues to help me every step of the way. He really helps with understanding the backside of my business. Which in turn helps me grow even more!”
-Marianne P.
“My prior tax preparer never communicated with me and my team very well, so I thought it was time to find another firm. Working with Oliver Tax Group has been such an eye opening experience. Their team cleaned up my books, re-filed tax returns, and saved me thousands of dollars in tax. Now they handle all the financial reporting for my businesses, work with my team as a CFO, and meet with me throughout the year for planning. Wish I would have made that move sooner!”
-Amanda H.
“If I were to describe Kevin in a few words, they would be: intelligent, trustworthy, and generous.”
