Expert Business Tax Services & Strategic Tax Planning in Fort Worth, Tx

Tax Planning & Preparation Services in Fort Worth, TX

Helping Local Businesses, Professionals, and Entrepreneurs Build Smarter Financial Futures


At The Tax Planning Pros, we provide high-level tax planning and preparation services for businesses, professionals, and families in Fort Worth, Texas—a city that blends historic roots with modern growth. As one of the largest and most dynamic economies in Texas, Fort Worth offers opportunity across nearly every industry—but also presents unique tax challenges that require experienced, strategic guidance.


We support a wide range of clients throughout Tarrant County and the greater DFW metroplex. From small business owners on Magnolia Avenue to real estate investors in West 7th and medical professionals near the Medical District, we help Fort Worth residents take control of their tax strategies and stay ahead of the curve.


Whether you need year-round planning, a better approach to deductions, or multi-entity support, our team brings a personalized, proactive approach to everything we do.


Who We Help in Fort Worth, TX:


  • Contractors, Builders & Trade Professionals: With construction booming across Fort Worth—from residential developments to commercial builds—contractors need help managing job costing, mileage logs, equipment write-offs, and cash flow throughout the year. We make sure your tax strategy works in sync with your project schedules.


  • Medical & Legal Professionals: Fort Worth’s growing healthcare and legal sectors demand tax strategies that reflect high income, complex deductions, and retirement planning. Whether you own a private practice or operate as a 1099 specialist, we help you reduce tax liability while staying compliant.


  • Small Business Owners & Entrepreneurs: Whether you're running a boutique in Near Southside or managing a digital agency from home, we’ll help you choose the right business structure, track expenses properly, and avoid costly tax surprises.


  • Real Estate Agents & Investors: Fort Worth remains one of Texas’s most active real estate markets. We assist flippers, landlords, brokers, and developers with depreciation, capital gains planning, 1031 exchanges, and rental property strategy.


  • Oil & Energy Professionals: With Fort Worth’s long-standing ties to the oil and gas industry, many clients require planning around royalties, mineral rights income, and multi-state taxation. We provide specialized solutions for energy-based income and passive investments.


  • Families & High-Income Households: As income rises, so does complexity. We help Fort Worth families with multi-stream income, investments, and future planning—minimizing risk and optimizing tax-efficient wealth building.


Fort Worth may not have state income tax, but that doesn’t mean taxes are simple. Texas franchise taxes, property tax increases, and federal regulations continue to affect businesses and households across the city. Without a smart plan, it’s easy to fall into reaction mode—missing deductions, overpaying, or triggering audits.


That’s why business owners and professionals across Fort Worth choose The Tax Planning Pros. We bring structure to your finances, insight to your planning, and strategy to your growth. Whether you’re scaling a business, investing in property, or building wealth for your family, we’ll guide you with clarity and confidence.


If you're in Fort Worth, TX and ready for a smarter tax solution, contact The Tax Planning Pros today. Your future deserves more than a rushed return—it deserves a plan.

Top Strategies

What We Provide You

Wealth Preservation

We don’t only want you to preserve your wealth but to create a long term generational wealth legacy for you and your family. At The Tax Planning Pros we strive for excellence in preserving your wealth and helping you keep as much of your hard earned money as possible.

Proactive Tax Planning

We don’t only want you to preserve your wealth but to create a long term generational wealth legacy for you and your family. At The Tax Planning Pros we strive for excellence in preserving your wealth and helping you keep as much of your hard earned money as possible.

Business Growth

We don’t only want you to preserve your wealth but to create a long term generational wealth legacy for you and your family. At The Tax Planning Pros we strive for excellence in preserving your wealth and helping you keep as much of your hard earned money as possible.

Client Testimonials

Discover What Our Clients

Have To Say About Their

Experience With Us

Jeff and his team offer a wide variety of resources and professionals. I appreciate the tax planning aspect and overall business review. They are efficient with communications and procedures. The bottom line of also realizing tax savings is a definite bonus.

Lynn Pender

Tru Blue Construction

Lynn Pender

Ready To Get Started?

Schedule an Introductory Strategy Session today

Here at The Tax Planning Pros, we have seen it all and done it all when it comes to helping individual investors, families and businesses with their tax planning strategies.


We have the best certified tax strategists in the country ready to be proactive for you to ensure that you are getting the most out of your tax filings and saving the most money possible.