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Tax Services

Our tax services for individuals are closely aligned to the tax planning and compliance services we provide to businesses.  We will create a tailored plan to limit your tax exposure and help you achieve your personal financial goals.  Our team has over thirty-five years of experience preparing individual, corporate, not-for-profit, and estate tax returns.  Let us know how we can help. 

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Tax Preparation and Review

Preparation of federal, state, and local returns
Outsourced tax compliance
Review of internally prepared returns
Staff level assistance in return preparation

Tax Advisory

Estate planning

​Gift and trust​

Generation skipping transfer tax ​

New Market Tax Credit

Community Development Entity (“CDE”) Certification
NMTC Allocation Applications
​NMTC Management Services
NMTC Placement

Filling Out Tax Form

JConner
Accounting + Advisory

How can we help you be more productive today?

Mailing Address

PO Box 111

Haslet, TX 76052

Hours

Monday - Friday: 8:00am - 5:00pm

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