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What Changes When You Bring It All to the Same Table

Each case below is a real DFW business owner. The thread running through them is the same: less time scrambling, fewer surprises at filing, and decisions made with the full picture in front of them.

Featured Case Study

California married couple, both with W-2 employment, both with S-Corps, & rental real estate properties

Subject to tax exposure for Federal Income Tax, State Income Tax, Self-employment Tax, & additional Medicare Tax

Before Strategy

Taxable Income: $443,000

Taxes Owed:

Federal income tax: $57,793
Already Paid In: $44,700
Tax owed: $143,467

Strategy Deployed

Total Tax strategy budget of $250,000

Used $155,000
Two strategies: 6x and 4.5x

After Strategy: Significant Tax Savings
$206K
2025 Change in Tax
In 2025: Change in tax of $206,148
$139K
2026 Projected Change
Carried a loss into 2026
$238K
2025 Net ROI After Fees
2025 net ROI after fees of $238,317

Featured Case Study

Texas married couple, husband has S-Corp earning ~$1M, wife has 6 single-member LLCs earning ~$4.7M

Subject to tax exposure: Federal Income Tax, Self-employment Tax

Before Strategy

Taxable Income: $1,000,000

Taxes Owed:

Federal income tax: $578,690
Self-employment tax: $41,431
Already Paid In: $108,360
Owed: $326,330

Strategy Deployed

Total Tax strategy budget of $250,000

Used $155,000
Two strategies: 6x and 4.5x

After Strategy: Significant Tax Savings
$41,431
Self-Employment Tax Saved
Eliminated self-employment tax entirely.
$490,557
Total Tax Reduction
Reduced total tax from $620,121 to $129,564.
$122,796
Tax Refund Received
Amount refunded to the couple after strategy implementation.

What DFW Business Owners Say

Real Outcomes, in Their Own Words

To say I was in a bind would be short of the truth. A little back story, I have been going through Dependent Probate for 6 ½ yrs and my attorney decided to stop doing his job. I had to hire a new attorney and found out that I needed to file a 1041 Capital Gain with the IRS. I needed help and needed it fast. Thornton Tax & Financial Services was my rescue to say the least. Everyone there was so helpful and courteous. They even have an App that makes everything so smooth and prompt. I can’t recommend them enough!! Trying to find a tax professional at the last minute that even files a 1041 is not an easy chore and I couldn’t be happier with their expertise and promptness. I promise you can’t go wrong with this Excellent Company!!!”

SS

I wanted to take the time to thank you for the referrals that you have given our company. I have been using Vicki and Brandon for over 20 years with my personal and business taxes. If you are looking for a trustworthy tax advisor and an overall honest company, please contact them ASAP. Thanks for all your hard work.

LZ
IRS Enrolled Agent — federally licensed by the U.S. Department of the Treasury.
Federal representation rights at every level
Three-generation tax practice

Bring Your Business to the Table

The case studies above started where you might be now: scattered providers, reactive filing, and a financial picture that doesn’t quite hold together. Start with a 30-minute conversation and we’ll tell you whether we can help.

Start the Conversation
A 30-minute conversation. No obligation.
Two bookkeepers working at laptops with financial reports beside them