Green Tax and Business Advisors, LLC

www.greentaxandbusinessadvisors.com

Green Tax and Business Advisors, LLC, helps growing business owners prepare for success with their businesses by presenting expert solutions. Our team of qualified professionals offer custom services for your business, such as tax planning, part-time CFO, wealth management, and succession planning with the flexibility to meet virtually, at our office, or your facility. We believe in building of long-term business relationships with our clients. That is why our excellent customer service consistently comports our clients: we are more than just transactional bookkeepers and once-a-year tax preparers. We care and we offer guidance to help our clients take their businesses to the next level. We use specialized tax strategies that may be able to save you money on your tax return and in future years. When you are our client, we are your trusted advisors, and you can think of us as an extension of your back office. Our custom solutions enable you to securely access your financial information and business files remotely anytime, and from anywhere in the world. We work with you to ensure that your business processes are conducted in a manner that ensure ongoing integrity in your financial transactions. Bookkeeping and accounting services no longer require in-house staff and all the accompanying overhead expenses and hassles. Through our advanced technology, we can securely provide you with bookkeeping and accounting services at a fraction of the cost of in-house bookkeeping. • Tax Preparation, Strategy, and Planning • Online Bookkeeping • Review of Financial Statement Chart of Accounts • Business Transaction Process Flow • Review of Management Prepared Financial Statements • Management Analysis of Financial Statements Compilations • Job Costing • Wealth Management • Succession Planning

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Green Tax and Business Advisors, LLC, helps growing business owners prepare for success with their businesses by presenting expert solutions. Our team of qualified professionals offer custom services for your business, such as tax planning, part-time CFO, wealth management, and succession planning with the flexibility to meet virtually, at our office, or your facility. We believe in building of long-term business relationships with our clients. That is why our excellent customer service consistently comports our clients: we are more than just transactional bookkeepers and once-a-year tax preparers. We care and we offer guidance to help our clients take their businesses to the next level. We use specialized tax strategies that may be able to save you money on your tax return and in future years. When you are our client, we are your trusted advisors, and you can think of us as an extension of your back office. Our custom solutions enable you to securely access your financial information and business files remotely anytime, and from anywhere in the world. We work with you to ensure that your business processes are conducted in a manner that ensure ongoing integrity in your financial transactions. Bookkeeping and accounting services no longer require in-house staff and all the accompanying overhead expenses and hassles. Through our advanced technology, we can securely provide you with bookkeeping and accounting services at a fraction of the cost of in-house bookkeeping. • Tax Preparation, Strategy, and Planning • Online Bookkeeping • Review of Financial Statement Chart of Accounts • Business Transaction Process Flow • Review of Management Prepared Financial Statements • Management Analysis of Financial Statements Compilations • Job Costing • Wealth Management • Succession Planning

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State

Texas

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City (Headquarters)

Dallas

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Employees

1-10

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  • Co - Founder and Chief Operations Officer

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  • Founding Partner

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