Heath, TX – Oliver Tax Group creates unique, customized solutions, eliminating scattered receipts, antiquated bookkeeping styles, and long rolls of adding machine tape. The firm’s accountants use up-to-date financial/communication technology and modern resources to encourage the creative development of cost-effective solutions for people and businesses. They understand that every client has different needs and use a hands-on approach to finding the record-keeping solutions that best fit their needs. They take time to listen, answer questions, provide prompt feedback, and think outside the box to create an ongoing streamlined process. 

Businesses looking for a tax accountant near me in Heath & Rockwall TX, for tax preparation and planning services can contact Oliver Tax Group. The accountants run a client’s tax return through their computer software to identify potential problems before filing it electronically. During tax planning, they show clients how to adjust their payroll withholding to get back more money, educate them on the potential deduction that limits their tax liability, and provide a sheet of overlooked deductions that limits the following financial year’s tax liability. The team prepares bookkeeping for the year, a full Schedule C, and personal income tax returns for small businesses. 

While planning is the key to reducing tax liability, Oliver Tax Group goes beyond tax compliance and proactively recommends tax-saving strategies to maximize a client’s after-tax income. The team prioritizes enhancing their mastery of the current tax codes, laws, and regulations to help clients grow/preserve their assets and reduce taxes on their income, estate, gifts, investments, or retirement distributions. They split an income among several family members/legal entities, shift income/expenses from one year to another, defer tax liabilities, use certain investments to produce income, and find tax deductions by structuring money. 

QuickBooks help small to mid-sized business owners save time/money on bookkeeping/paperwork, generate financial reports, grow by designing a viable business plan, create flexible accounting packages, pay/handle bills on time, and minimize errors between business apps. The Heath & Rockwall accounting firm set up QuickBooks for businesses. The team first study/evaluate a client’s software needs before recommending/installing software/hardware, preparing a list of items the company sells, entering transactions, and training staff to meet the accounting, management, or tax needs. Once QuickBooks is functional, the accounting firm offers additional training and monthly/quarterly/annual reviews for tax preparation/management reports. 

Building a business is often taxing, especially when finances are central to all operations. With this in mind, Oliver Tax Group eases the lives of business owners by providing a range of financial business services. The accountants develop payroll solutions, take care of clients’ books, manage cash flow, clarify a company’s direction by preparing strategic plans, form new businesses, and assess internal controls. Their business services free clients to maintain operations, generate profits, avoid a financial crisis, and determine the effectiveness of their operating procedures. 

To learn more about the firm, visit their website or call 972-771-3333 to speak to an accountant. Oliver Tax Group is located at 6760 Horizon Rd Suite 200, Heath, TX, 75032, US. 

Media Contact

Company Name
Oliver Tax Group
6760 Horizon Rd Suite 200
Postal Code
United States

By Arlene Huff

Arlene Huff is the founding member of Golden State Online. Before that She was a general assignment reporter. A native Californian, she graduated from the University of California with a degree in medical anthropology and global health. She currently lives in Los Angeles.