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Pay Bill Get In Touch
  • What We Do
  • Who We Are
    • Our Story
    • Our Team
    • Careers
  • Resources
    • Resources Library
    • In The Loop Magazine
    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
    • Blog
    • COVID-19 Response
Pay Bill Get In Touch

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Select online apps from the list at the right. You'll find everything you need to conduct business with us.

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Life and living: Fireplace finds and safety features

Gathering around the fireplace will be even more special with these hearth-warming accessories and safety tips.

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Mind flex: Top family games for 2021 and beyond

Try a few of the fun and popular games we’ve rounded up to bring the whole family together now and all year long.

Read more about Mind flex: Top family games for 2021 and beyond ➞
D Magazine Best of 2021

Recognized among D Magazine’s Best Financial Planners 2021

Craig Hausz, CPA, CFP®, has been named as one of D Magazine’s Best Financial Planners in Dallas.

Read more about Recognized among D Magazine’s Best Financial Planners 2021 ➞

An attitude of gratitude

It’s been a crazy, chaotic year. When someone at the holiday table asks what you’re grateful for, here are 20 possibilities to choose from.

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How to start building an emergency fund for your small business

Make sure your business is ready for a rainy day.

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5 good reasons to have an emergency fund

If you’ve put off creating an emergency fund in the past, here are 5 compelling reasons to create one now.

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A freelancer’s guide to taxes

Taxes are a whole different ballgame for freelancers. But knowledge, organization and a great tax preparer on your side can keep you on the ball.

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Elevate your small business with Google My Business

Small business owners: If you haven’t set up your Google My Business listing yet, you’re missing the chance to stand out in local search results.

Read more about Elevate your small business with Google My Business ➞

How to keep in touch

During the pandemic it was family time, all the time. As the world opens back up, here are tips to keep that connection, even when you’re not together...

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From the firm: Fall is here...and so is opportunity

Fall is here and so are the opportunities to expand your horizons.

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FAQs: Multichannel marketing for small businesses

Here’s a primer on a marketing strategy you may have been nervous about trying (spoiler: don’t be).

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Boost your business with social media

Use these tips to step up your business’s social media game.

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New hobby hacks

Try out these new hobby ideas and indulge your passion…or find a new one.

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Future business trends

What will impact your business in the rest of 2021 and beyond? We explore the next wave of business trends to put on your radar.

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Life and living: Fall sightseeing tours

If you’re up for some travel, consider touring some of these awesome places in the United States this fall.

Read more about Life and living: Fall sightseeing tours ➞

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Contact Us

Dallas Office

14785 Preston Road, Suite 1030
Dallas, TX 75254

p:  (214) 692-5878

f:  (469) 458-2769

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