Expert Business Tax Services & Strategic Tax Planning in Oak Point Tx

Strategic Tax Support for Oak Point Entrepreneurs


At The Tax Planning Pros, we specialize in helping small business owners, real estate investors, and independent professionals in Oak Point, TX keep more of what they earn. Whether you’re running a startup, managing short-term rentals, or scaling your consulting firm, our tax strategies are built to maximize deductions and minimize liabilities—so your money works harder for you.


Why Oak Point is Prime for Business Growth


Nestled along the shores of Lewisville Lake, Oak Point is a hidden gem for entrepreneurs looking to build a business with room to grow. Its peaceful, semi-rural charm blends beautifully with its access to major hubs like Denton and Frisco. Families love it here—and so do business owners who want to serve a fast-growing, highly engaged community.


With new development on the rise and a community that supports local businesses, Oak Point is becoming a destination for professionals who want a better lifestyle and a better bottom line.


Smarter Tax Solutions for Oak Point Professionals


At The Tax Planning Pros, we go beyond simple tax filing—we create a roadmap to financial clarity and control. For our clients in Oak Point, we offer:


Customized entity structuring (LLCs, S Corps, partnerships)


Proactive tax planning that looks ahead—not just backward


Year-round access to expert guidance


Real estate investor tax strategies


Deduction optimization tailored to your industry


Whether you're managing a side hustle or scaling a six-figure operation, we’re here to reduce your tax burden and elevate your profits.


Why Choose The Tax Planning Pros?


We’re not just number crunchers—we’re strategic partners invested in your success. Our team helps clients in Oak Point understand their tax position and use the system to their advantage. With a deep understanding of small business finances, we deliver results that most CPAs and tax preparers overlook.


Get the Tax Strategy Your Business Deserves


If you live or operate a business in Oak Point, TX, and you’re tired of overpaying in taxes, let’s talk. Our custom strategies are designed to help you grow with confidence and clarity.


📞 Book your free tax strategy call today with The Tax Planning Pros.

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.