As a fee-only fiduciary financial advisor and tax preparer in Longview, TX, our mission is to simplify your retirement by coordinating everything under one roof. Instead of shuffling between a separate CPA and investment advisor, you work with one team that manages your financial plan and prepares your tax return in-house.
This coordinated approach saves you time, reduces paperwork, and helps ensure that every Roth conversion, RMD, and withdrawal aligns with your overall tax strategy and is recorded correctly. The result is a smoother retirement experience with fewer surprises and less hassle at tax time.
Who do we prepare taxes for?
We offer tax preparation for retirees in Longview, TX and surrounding areas who are looking for a combined tax preparation and retirement planning service. Our knowledge and experience with retirement taxes means we are familiar with common questions that retirees have about taxes as well as what they don’t know to ask. That focus allows us to maintain the quality, accuracy, and fiduciary care that our clients expect.
We prepare and file tax returns for people who:
- Are a Texas, Arkansas, or Louisiana resident
- Engage us for ongoing financial planning and investment management
- Do not have income from other states
- Receive income only from:
- W-2 wages (if you or your spouse still work)
- Retirement or investment accounts (Forms 1099-R, 1099-DIV, 1099-INT)
- Social Security benefits (Form SSA-1099)
- Do not have self-employment, rental, or farming income
This service is ideal for retirees and near-retirees with straightforward income sources who value accuracy, convenience, and a cohesive plan.
Why Combine Tax Preparation and Retirement Planning?
Simplified Coordination and Peace of Mind
Because we already manage your retirement accounts, monitor distributions, and engage in proactive tax planning year-round, preparing your return becomes the natural final step. We can securely access your tax documents as soon as they’re available—no missing 1099s, delayed communication, or “I’ll check with your advisor” moments.
With everything under one roof, you avoid the back-and-forth between professionals. One team manages your financial plan and your tax return from start to finish. This can improve accuracy, consistency, and alignment with your goals.
Smarter Tax Filing
Nearly everything about your withdrawal strategy from Roth conversions to required minimum distributions (RMDs) all tie directly to your tax return. Because we already manage your accounts and know your broader plan, we have a good understanding of what is going to be on your tax return. We know what to expect before tax filing time.
What’s Included
Your integrated retirement-tax service includes:
- Annual federal and state tax return preparation
- IRS-compliant electronic filing and secure document storage
- Coordination with your withdrawal and investment plan to optimize income and minimize tax exposure
- Ongoing tax planning throughout the year
- Personalized review meeting to discuss results, update assumptions, and plan ahead
What is the cost for tax preparation?
For clients with at least $1 million of assets under our management, tax preparation is included at no additional cost as part of their comprehensive retirement-planning relationship.
Otherwise, the fee for filing a tax return is $600.
Combined tax planning and tax filing in Longview, TX
Tax planning is forward-looking, and is about making decisions now that impact your taxes in the future. Tax preparation looks backwards at what has happened in order to make sure it’s properly recorded. It’s the final step in a year-round planning process.
Each tax return we prepare accurately records the planning decisions we’ve made together, and provides insights that help refine your retirement income strategy to ensure future tax efficiency.
If you’re looking for a tax preparer in Longview, TX to help file your return and ensure you are able to retire comfortably, email me at [email protected] or call 903-471-0624 and we will get started.
