Expert Business Tax Services & Strategic Tax Planning in Roanoke Tx

Roanoke, TX is known as the “Unique Dining Capital of Texas,” but it’s also home to a growing community of high-income professionals, business owners, and real estate investors who are looking for smarter ways to keep more of what they earn. If you’re earning over $200K per year, The Tax Planning Pros can help you dramatically reduce your tax liability—100% legally.


Why Roanoke Professionals Are Re-Thinking Their Taxes


If your CPA or tax preparer only talks to you once a year, you're probably missing out on significant tax savings. At The Tax Planning Pros, we work with high-income earners across Roanoke to implement proactive, forward-looking tax strategies that can reduce your taxes by tens of thousands annually.


Whether you’re a W-2 earner with side investments or a full-time business owner, we design custom plans that align with your income sources and long-term goals.


Tax Planning Services for Roanoke, TX


🔹 Entity Structuring for Business Owners (LLCs, S Corps, C Corps)

🔹 Real Estate Investor Tax Optimization

🔹 Tax Strategies for 1099 Professionals & Consultants

🔹 Advanced Retirement Tax Planning

🔹 Asset Protection & Exit Strategies


We help you legally unlock tax codes your CPA doesn’t talk about—so you can pay less and invest more.


Who We Serve in Roanoke


Business Owners & Entrepreneurs


Real Estate Investors & Developers


High-Earning W-2 & 1099 Professionals


Medical, Legal, & Tech Professionals


Families Looking to Build & Protect Wealth


Roanoke residents aren’t just working hard—they’re building legacies. Let us make sure taxes don’t get in the way.


Schedule Your Free Tax Strategy Call


If you're earning $200K or more and live in Roanoke, TX, chances are you're overpaying in taxes. Don’t wait until next April to find out—get ahead of the game now.


📞 Book a complimentary tax strategy session with The Tax Planning Pros today. You’ll discover exactly how much money you’re leaving on the table—and how to stop.

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.