Strategic tax planning services to protect your wealth and grow your legacy.
The intricacies of the financial landscape can be challenging terrain for wealthy individuals and estates. Often, growing assets and diverse investments equate to complicated tax liabilities. And a one-size-fits-all approach is never the best solution. When personal tax strategies for affluent individuals are not managed with precision and foresight, opportunities are lost, and unnecessary tax burdens arise.
This is where CJ’s specialized personal tax consulting services come into play.
Help Ensure a Healthy Financial Future
The CJ Group’s tax professionals focus entirely on tax planning and preparation. It is a year-round focus – not a year-end frenzy. As your trusted advisor, we provide proactive, relevant advice and suggestions to help you minimize tax obligations, maximize your return on investment, and ensure end-to-end compliance.
With expertise in current tax laws, advanced processes, and personalized attention, we help ensure that your assets are protected and optimized for growth.
While our primary objective is to streamline your tax obligations, our consulting and planning services go beyond that. We enable your wealth to work for you. The CJ group integrates income tax planning with estate and retirement planning to preserve and grow a secure future for you and your family.
By aligning our strategies with your long-term objectives, whether growth, preservation, or succession, we ensure that every financial decision made today will resonate positively in the future.
CJ’s Personal Tax Planning & Consulting Services Include:
Partner with us, and let’s build a prosperous tomorrow together.
Learn how CJ’s strategic personal tax planning & consulting services can help secure your future.
Connect with CJ.
I feel they’re very competent. Do I feel good about the work they’re doing? Absolutely. Do I feel safe? Absolutely. Excellent service, we trust them. Getting correct answers to questions on a timely basis. Getting our tax returns filed on time. Reliability. Credibility. Honesty. They have all the things you want in a company you really rely on to support your company.
A few years ago, The CJ Group took over our six employee benefit plan audits. With CJ’s efficiency and expertise on employee benefit plans, I don’t have to worry about audit compliance anymore. They provide value by making the process seamless for me and my staff, keeping us current with DOL/IRS regulations to ensure compliance, and all for lower fees than we were previously being charged. I would highly recommend The CJ Group for employee benefit plan audit needs.
We get excellent service from The CJ Group; we trust them. We get correct answers to our questions on a timely basis. We have a lot of legal entities, and they keep track of that for us. They’ve benchmarked our business against other businesses in similar industries so we can see where we stand with our leverage ratios, working capital, inventory months on hand, and receivables. We can see where we are and where we need to improve.
The CJ Group, over the past 20 years, has helped our company with expansions into new marketing, management of rapid growth, negotiations with lenders, and implementation of tax strategies inside our business, including LIFO, cost segregation, and entity formation. They are an active advocate and advisor to our business, as well as providing the technical support and advice we need from our accounting firm. We appreciate them for going that extra mile that quite frankly has become a rare commodity today.
Let us show you how we can deliver exceptional outcomes for your business.
Frisco Office
Fort Worth Office
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Phone
Fax
Location
6801 Gaylord Pkwy, Suite 302 Frisco, TX 75034
