Expert Business Tax Services & Strategic Tax Planning in University Park, Tx
Tax Planning & Preparation Services in University Park, TX
Tailored Strategies for High-Net-Worth Families and Professional Firms
The Tax Planning Pros offers sophisticated tax planning and preparation services for individuals, families, and businesses in University Park, Texas—a premier enclave in the heart of Dallas County. Known for its tree-lined streets, elite schools, and proximity to Southern Methodist University (SMU), University Park is home to some of the most financially successful households and professionals in North Texas.
Our team specializes in serving high-net-worth individuals, family-owned businesses, and professional firms who need more than just basic tax filing. Whether you own a business near Lovers Lane or manage a portfolio of investments across Dallas, we help ensure your tax strategy reflects your level of success—and keeps more of your money working for you.
Who We Help in University Park:
- High-Income Professionals & Executives: With many residents employed in finance, law, medicine, and corporate leadership, we provide strategies for equity compensation, deferred income, retirement planning, and multi-state tax situations.
- Small Business Owners & Entrepreneurs: From boutique firms and private practices to real estate offices and creative agencies, we help local business owners in University Park manage Texas franchise tax, federal compliance, and proactive deduction planning to support ongoing growth.
- Real Estate Investors: With the area's high property values and ongoing investment activity, we provide support for depreciation tracking, 1031 exchange strategy, passive income planning, and property tax assessment review.
- Family Offices & Trusts: For families with generational wealth or complex estate structures, we offer high-level planning involving trust taxation, asset protection, and wealth transfer strategies—all while staying compliant with ever-changing IRS rules.
- SMU-Affiliated Professionals & Faculty: University Park's connection to SMU brings a unique client base of educators, deans, and researchers who often require dual-income tax planning, retirement modeling, and grant or fellowship income guidance.
University Park combines elegance, legacy, and financial sophistication—but that also means the tax landscape is more complex. Even in a state like Texas with no personal income tax, residents still face significant federal obligations, high-value property taxes, and intricate investment structures that demand expert oversight.
At The Tax Planning Pros, we don’t believe in one-size-fits-all solutions. We work closely with each client to build a custom plan that minimizes tax exposure, protects wealth, and supports both short- and long-term goals. Whether you're planning for retirement, scaling your business, or preserving family wealth, our team is equipped to guide you every step of the way.
If you're located in University Park and ready to take control of your financial future, contact The Tax Planning Pros today. We'll help you plan smarter, save more, and stay fully compliant—without compromise.
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.
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
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.
