The Tax
Solutionist
In the crowded field of Tax Planning, The Tax Solutionist stands out as a model of excellence and client dedication. Leveraging AI tools that work solely on tax planning for the future, The Tax Solutionist is a diverse team dedicated to planning and looking ionto the future of tax.
FINANCIAL TOOLS
Streamline Your Tax Planning
CPAs (Certified Public Accountants)
PFS (Personal Financial Specialists)
CFPs (Certified Financial Planners)
AIFs (Accredited Investment Fiduciaries)
CKAs (Certified Kingdom Advisors)
Kolbe Certified Consultants
Certified Tax Coaches
01
Unmatched Expertise
Our diverse set of credentials ensure that clients receive a holistic and well-rounded approach to their tax planning needs. To our knowledge, we are the only tax planning firm in Texas to have all these credentials on staff.
02
Specialized Tax Consulting Expertise
A cornerstone of The Tax Solutionists' differentiation is their specialized tax consulting which boasts over 107 years of combined expertise.
03
International Experience
By joining forces with a former KPMG tax partner, The Tax Solutionists add another layer of distinction and broadens the scope of their services to include international tax expertise.
04
Collaborative Approach
We don’t replace your trusted advisors — we strengthen them. The Tax Solutionist partners with financial advisors, attorneys, and CPAs to deliver proactive, AI-driven tax strategies. Our team uncovers missed opportunities and provides expert insights, helping your advisory team offer deeper value without disrupting existing relationships.
ABOUT US
Welcome To Future Ready Tax Strategy.
Global Expertise.
Personalized Tax Planning.
Advisor Collaboration.
ALWAYS CONNECTED
Specialized Tax Consulting
This is the space to introduce the Services Briefly describe the types of services offered.
International Expertise
This is the space to introduce the Services Briefly describe the types of services offered.
Advisor Collaboration
This is the space to introduce the Services Briefly describe the types of services offered.
