Build a Smarter Tax Planning with Expert Advisors in Dallas
Take control of your financial future with personalized tax strategies created for Dallas professionals and business owners. Our fiduciary tax advisors help reduce liabilities, identify savings opportunities, and align every financial decision with your long-term goals throughout the year.
Our Tax Planning Services
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Tax Optimization Strategies
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Tax Preparation & Filing Support
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Multi-State Tax Planning
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Retirement & Investment Tax Coordination
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Business & Self-Employed Tax Strategies
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Audit Readiness & Representation
Serving the Individuals and Businesses Who Drive Dallas Forward
High-income professionals : We create personalized tax strategies that simplify complex income and help maximize long-term wealth.
Business owners : We design smart tax structures that reduce liabilities and support sustainable business growth.
Retirees and pre-retirees: We plan tax-efficient income and withdrawal strategies that protect savings throughout retirement.
Real estate investors: We build tax plans that optimize property deductions and enhance after-tax investment returns.
Independent contractors and freelancers: We simplify quarterly tax planning and expense management to keep more of your income working for you.
Our Proven Process for Smarter Tax Planning
Initial Consultation & Goal Discovery : We start with a conversation to understand your financial goals and identify tax-saving opportunities that fit your situation.
Document & Income Review : Our team reviews your income, deductions, and prior filings to uncover areas for improvement and potential savings.
Customized Tax Strategy Design : We create a personalized tax plan designed to minimize liabilities and support your long-term financial objectives.
Implementation & Filing Support : Our advisors help you put your plan into action with accurate filing support and ongoing guidance.
Ongoing Review & Optimization:We review your strategy regularly to adapt to new laws, income changes, and evolving financial priorities.
Why Dallas Clients Trust One Advisory Partners
Fiduciary Tax Planning Advice: We act in your best interest, offering objective guidance that supports your financial goals.
Year-Round Strategic Support: Our advisors stay with you through every season, ensuring your tax plan adapts as your income and goals evolve.
CPA, CFP®, and Enrolled Agent Collaboration: You benefit from the combined expertise of licensed professionals working together for your success.
Integrated Financial and Tax Planning: We connect investment, retirement, and estate strategies to help reduce taxes and grow long-term wealth.
Transparent Fee Structures: We believe in clear communication and simple pricing, so you always know exactly what to expect.
Client Testimonials / Success Stories
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“I’ve been working with Jon for the last year or so. He has helped my wife and me get our financial house in order and determine where we stand for retirement. He’s recommended people to help with estate planning, is helping us invest more wisely, has provided great advice regarding the difficult decisions to purchase additional life insurance and long-term care insurance, and has already helped us reduce our tax burden significantly. I’ve referred multiple people to him and will continue to do so. My only regret is that I did not hire him years earlier.”
Relationship to Financial Advisor: Client as of Apr 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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"My wife and I have first met Ron Sanders nearly 15 years ago. He and his company have managed our retirement assets since that time. We have always been impressed with the service received and the financial performance achieved."
Relationship to Financial Advisor:Client as of Jun 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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“Dan Miller has helped us a lot to navigate our finances. His experience has made a big difference in helping us understand money management. We trust the way that he manages our investments. He has always provided answers to our questions and has given us much needed guidance with major money decisions. Dan is professional but yet very friendly and approachable. We have recommended him in the past and wouldn't hesitate to do so in the future.”
Relationship to Financial Advisor: Client as of Apr 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interes
Meet Your Tax Advisors
At ONE Advisory Partners, our mission is to bring clarity and confidence to your journey from career success into a fulfilling retirement. Founded on the belief that every client deserves personalized attention and truly unbiased advice, we’ve dedicated our practice to helping successful professionals and families navigate one of life’s most important transitions—retirement.
Our Philosophy
Our founding principle is simple: put the client’s interests first, always. As a fiduciary and fee-only firm, we are committed to objectivity and transparency at every step. Our distinctive, predominately flat-fee structure means you receive advice that’s truly aligned with your goals, not driven by commissions or sales quotas. At ONE Advisory Partners, you’ll find a team passionate about education, empowerment, and delivering measurable value through every phase of your financial life.
FAQs
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We focus on proactive, year-round strategies rather than last-minute filing. Our advisors design personalized tax plans that reduce liabilities and align with your overall financial goals.
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The best time is now. Effective tax planning works year-round, allowing you to adjust income, deductions, and investments before the next tax season.
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Yes. We serve professionals, entrepreneurs, and small-business owners across Dallas with customized tax and financial strategies.
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Our services are ideal for high-income professionals, business owners, retirees, real estate investors, and independent contractors looking for proactive and customized tax strategies.
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A well-built plan identifies deductions, timing opportunities, and tax-efficient investment options that directly improve your bottom line.
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Absolutely. We collaborate with your current professionals to ensure your entire financial plan works together seamlessly.
Ready to reduce your tax burden? Let’s talk.
Take the first step to feeling confident you finally have a solid plan of action to achieve both your financial and lifestyle objectives. Schedule an introductory call today.
