Tax Planning
Services

Dallas based CPA Owais Shamsi offers Tax Planning Services
to Use compliant techniques & Save BIG on Taxes.

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Accounting Services
Dallas Skyline

Professional Outsourced
Accounting Services in Dallas

Reduce your overheads and financial liabilities with Owais Shamsi, a CPA specializing in effective bookkeeping, tax planning, and financial reporting.

Concentrate on growing your business while we assist with accounting tasks like monthly closings, financial statement preparation, and bank reconciliations.

Schedule a Discovery Call

Individual Tax Planning

Reduce your income and estate taxes as we identify savings opportunities and offer several alternatives to control your cash flow and finances.
Our individual tax planning includes:

From rollover IRA to Roth IRA, we also specialize in the following regular IRA and strategic tax planning:

Schedule a Discovery Call

Individual Tax Planning

Reduce your income and estate taxes as we identify savings opportunities and offer several alternatives to control your cash flow and finances.
Our individual tax planning includes:

From rollover IRA to Roth IRA, we also specialize in the following regular IRA and strategic tax planning:

Schedule a Discovery Call

High Net-Worth Individuals Tax Planning

If you are a millionaire, minimize your tax burden now and in the future. Our CPA helps high-net-worth families and individuals navigate the complex federal, state, and international tax codes to reduce their tax liabilities and create, manage, and maintain secure generational wealth.

  • Estate Tax Strategy
  • Corporate Tax Strategy
  • Income Tax Strategy
  • Philanthropic Strategy
  • Tax Mitigation & IRS Audit Support
  • Annual Tax Return Preparation
  • Tax Consulting for New Ventures
  • Bookkeeping and Accounting Services
  • Roth IRA rollover

We also help you with 401(K) Roth IRA, traditional IRA, and rough IRA/Roth IRA.

Tax Planning Services We Offer

We offer specialized tax planning services tailored to meet the needs of different clients, ensuring compliance and financial security.

Estate Tax Planning

Estate Tax Planning

Secure the financial future of you and your loved ones with our comprehensive retirement tax planning approach to estate tax planning. Our CPA helps define and design your retirement goals and IRS payments and preserve assets for your loved ones.

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Non-Profit Tax Planning

Non-profit organizations are under constant scrutiny from the IRS and must stay compliant to maintain their tax-exempt status. We understand tax planning for non-profits and will make sure your records meet government standards.

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Non-Profit Tax Planning

Accounting Services

Accounting and Bookkeeping

Accounting and Bookkeeping

Certified Accounting and Bookkeeping in Dallas

Comprehensive accounting and bookkeeping services to keep your finances organized and up-to-date.

Financial Planning

Financial Planning

Expert Financial Planning CPA in Dallas

Comprehensive financial planning services to help you achieve your financial goals.

Payroll Processing

Payroll Processing

Expert Payroll Processing Services in Dallas

Accurate and efficient payroll processing to ensure your employees are paid on time.

Outsourced Accounting

Outsourced Accounting

Professional Outsourced Accounting Services in Dallas

Outsource your accounting needs to our expert team and focus on growing your business.

Owais Shamsi, CPA

Why Hire Owais Shamsi for Accounting Services?

Owais Shamsi is an expert CPA providing reliable and rewarding small business accounting and bookkeeping services in Texas. He guarantees to preserve all of your financial records and transactions with high accuracy.

Owais Shamsi remains dedicated to your financial protection by undertaking routine and annual audits, assessing financial operations, and compiling tax returns. He also offers advice on areas needing enhanced efficiency and cost savings and delivers risk analysis and forecasting.

  • No Obligation, Free Consultation
  • Experienced small business accounting and bookkeeping
  • Successfully helped 100s of Clients
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Frequently Asked Questions

Accounting services questions we are commonly asked.

Outsourced accounting involves enlisting the services of an external third party to manage and execute the accounting and finance functions for a business, operating independently from the company’s internal resources.

Outsourcing accounting can be a good idea as it allows businesses to focus on their core activities while experts handle the accounting tasks efficiently.

Outsourcing accounting can be more cost-effective, especially for small to medium-sized businesses, as it reduces the need to maintain an in-house accounting team.

Outsourced accounting services in Dallas provide local expertise, cost savings, and access to advanced accounting technologies, making it easier for businesses to comply with local regulations.

Small businesses can benefit from outsourcing accounting services by gaining access to expert financial advice, reducing operational costs, and freeing up time to focus on growth and customer service.

Testimonials

Owais is superb to collaborate with. Exceptionally detail-oriented and thorough.

Irfan Mian

Customer

Always first class service, highly recommended, wouldn't use anyone else.Fully satisfied

Azfar Khan

Customer

Highly professional, consistently reliable, and strongly recommend without hesitation.

Jazaab Hamid

Customer

Excellent service, very knowledgeable, and always available for questions!

Omar Qazi

Customer

Scalable Accounting Services in Dallas
To boost your financial accuracy and efficiency
with Owais Shamsi, CPA

Schedule a Discovery Call

Areas Served By CPA Owais Shamsi

While our clients are located all over the United States of America, most of our clients are concentrated in Dallas in the following 4 cities because of our in-person presence in audit engagements.

San Antonio

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Houston

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