Business Planning

Business planning and financial management can be time consuming. As tax advisors and wealth management experts in North Dallas, Wave Wealth^® can help you.

Business owner’s time is valuable. It is much more profitable to be spending time in your business rather than on your business. For many businesses, there are a multitude of issues that need to be addressed, but are not.

Our tax code allows for many types of entities. Often, businesses are created in a structure that makes sense at that time, but as it has grown, is no longer appropriate or advantageous. Many factors should be considered when analyzing the correct entity: taxation, protection, growth, and exit strategy to name a few. Sometimes multiple business lines are conducted under one entity when it may be more profitable or desirable to have separate entities. Let Wave Wealth's^® tax advisor help with your businesses tax needs.