About

"PEOPLE - I work with numbers, but the work is about people. They are why I do what I do"                       - Dave Shepson, Principal

"PEOPLE - I work with numbers, but the work is about people. They are why I do what I do"

                      - Dave Shepson, Principal

 
 

You likely you want to know 3 things about us:

 

  1. Do we know what we're doing?

  2. Will you get your money's worth?

  3. Will you enjoy working with us?

 

Competency

Principal David Shepson holds a Master's Degree in Accountancy, a Bachelor's in Business Administration, the IRS Enrolled Agent designation, and has years of experience working with business and financial strategy, insurance planning, and tax. 

Value

Our clients often find that they are getting more and better service for less than they were paying elsewhere. Our goal is always to add more value than you expect in every service.

Experience

We hope you will enjoy the professional relationship. Dave thrives on people energy and is genuinely interested in clients' lives and businesses. We invest in tools and processes that make it easy to work in any manner needed by the client - on site, remotely, at a coffee shop - whatever it takes. Your time is valuable and we respect that.

 

Not all things to all people. More value to fewer people.

 

Specializing - with people who own businesses, have investment interests, or generally complex situations.

Coordinating - financial and tax strategy for maximum efficiency.

360 Degree Vision - working with a complete picture of our clients' unique situations.

Limited volume - to provide service with a sense of humanity.


How we can help

 

Tax Planning

When we complete a tax return for you, year round tax planning as needed for most situations is just included. This covers planning for unusual events, adjusting estimated tax payments required, evaluating the timing of gains and losses, changes in income types, sources, and amounts, and many other interim items that come up.

Business Analysis

If you are considering asset purchases, expansion, staffing changes, or any other major decision - we can help. We can make sure you are using the best information available to analyze your decision and provide a data-driven, objective opinion. This allows us to advise you on the interplay between tax and financial efficiency.

 

Tax Preparation & Representation

We are experienced in all major tax returns for all major entities regardless of legal structure - Partnerships, LLCs, Sole Proprietors, Corporations, and S-Corporations and their variants. We can represent you before the IRS in the event of an audit or letter examination, and 2 hours of representation are included for any return we prepare free of charge.

Business Start Up

Start ups face many important business decisions. We can help with choice of entity and entity formation, applying for licenses, setting up accounting systems, and creating business plans or projections. Further, we can help connect you to other competent professionals who are needed for various start up related issues.

North Dallas - Garland - Plano

 

We serve clients in communities in the corridor north and east of Dallas including Richardson, Rowlett, Sunnyvale,Mesquite, Sachse, Rockwall, and Wylie