Who We Serve

tax planning

Sofi CPA Advisory Group is dedicated to saving our clients the most money on taxes. As a Certified Tax Coach with special training in high net worth tax planning, our Frisco, TX CPA firm has years of experience creating personal tax solutions for business owners and high net worth individuals.

Get Your Tax Strategy

When you work with us, we'll deliver the roadmap to tax reduction: your proactive Tax Strategy. First, we’ll schedule a time to discuss your financial situation. Next, you’ll complete a brief questionnaire and provide the documentation we need to see the full scope of your finances. After exploring every avenue available to save you money on taxes, we deliver your tax strategy and help you implement your plan.

Our tax services are best suited for people making $250,000 or more so we typically work with:

Business Owners and Entrepreneurs

Instead of fighting the system we show business owners how to take advantage of legal tax loopholes and deductions that dramatically reduce taxes.

Doctors and Dentists

Our proven methods for minimizing taxes enable doctors and dentists to pay the lowest amount of tax possible and increase personal wealth.

High Net Worth Individuals

We empower individuals to decrease taxable income, minimize risk of an audit, and achieve long-term financial goals.

Real Estate

When you work with us, you'll gain an intuitive financial partner who understands your goals and guides you past financial obstacles to maximize profits.

Technology

To reduce your tax burden, we'll formulate a tax strategy that keeps you in compliance with current state and federal tax regulations while ensuring you pay the lowest taxes possible.

Transportation

When a tax incentive or deduction becomes available for transportation businesses or truckers, you can be sure that we'll put it to work for you right away. 

Law Firms

You can focus on delivering exceptional legal services while we manage your tax needs with precision and care. 


Schedule Your Tax Strategy Session!

Get started now by calling (972) 746-2500 or request your consultation online.