Collaborative tax strategies tailored to your family’s future.
You’ve worked hard to build your success, and with that success comes a unique set of financial opportunities—and challenges. We recognize that your requirements extend beyond typical tax and accounting services. As your wealth increases, the challenges of managing it also multiply. Navigating the complexities of evolving tax laws, structuring trusts, and protecting your family’s legacy demands more than just the services of a CPA firm – it requires a trusted partner who possesses the necessary expertise and values a relationship-driven approach.
The CJ Group specializes in tax optimization for private wealth management, trust and estate planning, and family office solutions. With a wealth of experience in working with high-net-worth individuals and families, our partner-led teams work with your trusted wealth management advisors to deliver personalized, high-touch service alongside sophisticated tax strategies that are essential for preserving and enhancing your wealth across generations.
At The CJ Group, we understand that each client is unique. Unlike larger, impersonal firms, we offer a unique advantage: we are large enough to provide deep expertise, cutting-edge financial tools, and tax strategies, yet small enough to ensure personalized attention and tailored solutions that align with your long-term objectives.
Whether you’re planning for retirement, transitioning a business, or securing your family’s future, CJ helps you confidently coordinate and navigate every stage.
Preserving and growing your wealth
Wealth preservation requires more than growth—it demands thoughtful coordination and strategic planning. At The CJ Group, we work closely with your financial advisors, investment managers, and brokers to help ensure that your broader wealth strategy is fully aligned with smart, forward-looking tax planning. Our role is to identify opportunities, reduce tax exposure, and support multi-generational goals by integrating tax strategy into every financial decision. With a proactive, collaborative approach, we help you preserve what you’ve built—so your wealth can continue to grow and benefit your family for generations to come. Our wealth management coordination services include:
Strategic wealth transfer & legacy planning
The right estate plan ensures your wealth is protected, distributed according to your wishes, and structured to minimize tax burdens. Whether you’re transferring assets to the next generation, structuring trusts, or planning for charitable giving, The CJ Group provides expert guidance to make complex estate matters simple and seamless. Our team works alongside your attorneys, financial advisors, and family members to create a comprehensive estate strategy that meets your personal and financial objectives. Our trust & estate services include:
A full-service approach to multi-generational legacy support
Managing finances requires a strategic, structured approach for families with significant assets, business interests, and multi-generational wealth. Our Family Office Services offer comprehensive financial strategies and management solutions, enabling you to enjoy the benefits of your wealth without the day-to-day complexities of managing it. With CJ’s family-centered culture, we take the time to understand your family’s evolving needs, working closely with multiple generations to safeguard your wealth and ensure that every decision supports your financial success and the legacy you leave behind. Our family office services include:
At The CJ Group, we are more than just a CPA firm. We’re your partner in preserving and growing wealth through tax strategies that support and sustain your legacy, and we’re proud of our history of building relationships that last for generations.
If you’re looking for a firm that values your family’s financial well-being as much as you do, let’s start a conversation.
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.
Working with the CJ Group has truly transformed our business. Their expert guidance helped us rethink our approach to profitability. CJ provided insights into our financials and gave us the tools to analyze our operations from a strategic perspective. Thanks to their recommendations, we were able to streamline processes, improve cost efficiency, and ultimately turn our company around to healthy profitability. The impact has been huge, and we are now on a stronger financial footing. We couldn’t have done it without their support.
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
© 2024 The CJ Group All Rights Reserved | Terms and Conditions
Frisco Office
Fort Worth Office
