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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 Our Services Work for Your Business
A year-round advisory model built for North Texas business owners
Tax season comes once a year. Your business runs 365 days a year — and every one of those days involves a financial decision. Most accounting firms show up in April, prepare your return, and disappear until next March. We built something different: a year-round advisory model where your advisor is accessible, informed, and engaged with your business throughout the year — not just at year-end when the options have already narrowed.
Here is what each of our service areas actually delivers for the businesses we work with across North Texas.
Tax Preparation & Year-Round Planning
Tax return preparation is not what we are known for — it is the byproduct of doing everything else right throughout the year. One of the most expensive mistakes a business owner makes is only thinking about taxes in March. By then, many of the highest-impact decisions are already off the table: S-Corp elections, retirement account contributions, equipment expensing, and entity structure adjustments all have windows that close well before April 15.
- Missed deductions discovered only after the filing deadline has passed
- S-Corp elections that miss the March 15 IRS deadline
- Retirement account contributions left on the table at year-end
- Entity structure decisions made too late to reduce taxes this year
Our three-phase planning model gives us three distinct windows during the year to review your numbers, adjust your strategy, and make sure you are not leaving money behind. By the time we file your return, there are no surprises — just a clean, optimized result that reflects a full year of good decisions.
Early-year baseline review — where you are now and where you are projected to land at year-end. Sets the strategy for the months ahead.
Mid-year course correction based on actual performance — adjust strategy while there is still time to act on it.
Year-end confirmation — your return is effectively written before tax season starts. No scrambling, no surprises.
Tax Strategy That Reduces What You Owe
Every dollar of unnecessary tax paid is a dollar that could fund growth, hiring, or your retirement. The strategies we deploy are legal, IRS-compliant, and regularly underused by business owners who are not working with a proactive advisor. Strategy is not something we layer on at year-end — it is built into every quarter of the relationship.
Converting to an S-Corp at the right income level lets you split income between a reasonable salary and distributions — reducing FICA taxes significantly. We evaluate the threshold based on your actual numbers.
Many pass-through business owners qualify for up to a 20% deduction on qualified business income — but only with proper wage and income planning in place throughout the year. We make sure you do not leave it behind.
Additional strategies we deploy for North Texas business owners:
- Section 179 & Bonus Depreciation — accelerate deductions on equipment, vehicles, and software purchased during the year
- Retirement Account Strategies — SEP-IRA, Solo 401(k), and defined benefit plans structured to reduce taxable income and build long-term wealth
- Entity Structure Review — making sure your entity type (sole prop, LLC, S-Corp, C-Corp) still makes sense as your income grows
- Income and Expense Timing — strategic deferral or acceleration across tax years to manage your effective rate
- IRS Compliance & Notice Response — when the IRS sends a letter, we respond on your behalf with the documentation and explanation needed to resolve it
Real-Time Financial Reporting
- You find out your profit margins at year-end — not throughout the year
- Your “books” are a bank statement and a spreadsheet
- You have never reviewed a formal Profit & Loss statement with an advisor
- You cannot answer “what is my cash position right now?” without digging for 20 minutes
You cannot make good decisions without accurate information. Our financial reporting team — led by Ann Macon, with 30+ years of bookkeeping and financial reporting experience, and Shelby Kindrick, a QuickBooks Online specialist with a decade of expertise — produces clean, timely financial statements that become the foundation for every tax and business decision we make together.
What you own, what you owe, and what is left — a snapshot of your business financial position at any given date.
Revenue, expenses, and net income by period — so you see exactly what the business is earning and where money is going.
Where cash is coming from and where it is going — the single most critical indicator of near-term business health.
Whether you need a one-time cleanup of years of disorganized records or ongoing monthly reporting, we work directly with your QuickBooks file and deliver financials you can read, understand, and actually use. We do not just send PDFs — we walk you through the numbers in plain language so they connect to your tax position and your next decisions. Financial visibility is not a luxury. It is how you lead instead of react.
Executive CFO Services — Without the Executive Salary
A Fortune 500 company has a full-time CFO whose only job is to protect and grow financial performance. Your business deserves the same level of strategic oversight — without a $200,000 salary on the books. Our fractional CFO model puts Corinne Alonzo, CPA — our Accounting Director and CFO, with a BBA in Accounting and CPA credentials since 2001 — alongside our full advisory team in regular contact with your business throughout the year.
What a fractional CFO engagement includes:
- Monthly or quarterly executive financial review meetings
- Cash flow forecasting and budget versus actual variance analysis
- Guidance on major business decisions — hiring, expansion, equipment, leases
- Banking relationship preparation and lender-ready financial packages
- Strategic tax positioning built into your business planning
- KPI tracking and growth milestone reviews
The difference between a business that struggles and one that grows confidently is rarely a gap in effort. It is almost always a gap in financial clarity and strategic guidance. That is the gap we fill — at a price point that makes sense for the stage your business is in right now. Whether you are a solopreneur reviewing your first P&L or a multi-location operation that needs a real financial layer added to your team, the model adapts to where you are.
Business Coaching & Communication
The number one reason business owners leave their prior tax preparer is communication — or the lack of it. A form filed once a year is not advice. It is a transaction. We built Oliver Tax Group around the opposite idea: monthly touchpoints, proactive outreach when something changes in tax law that affects your situation, and answers to client questions within one business day. That level of access is rare in this industry. It is what we are known for.
Our business coaching engagements go well beyond tax. We help you understand your financials, build confidence in your decision-making, and think through the operational and strategic questions that come with running a growing business. Whether it is analyzing whether a new hire makes financial sense, walking through an acquisition opportunity, structuring a buy-sell agreement, or simply making sure your entity is protecting your personal assets — these are the conversations that make a real difference over the course of a year.
Clients who meet with us monthly consistently tell us the same thing: they wish they had made the switch to a proactive advisor years earlier. That is not because we are doing something magic. It is because most of the decisions that shape your tax bill and your business performance happen throughout the year — not in the three weeks before your return is due.
Heath
Rockwall
Dallas
McKinney
All of North Texas
Working with business owners across North Texas from our office at 6760 Horizon Rd, Suite 200, Heath, TX 75032. Call 972-771-3333 or send a message through the form on this page — we will set up a complimentary strategy conversation to see if we are the right fit for your business.
“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."
