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Services

Mortgage Services, Tax Services, Business Consulting, And Wealth Management

Mortgage Services

Residential, Investment and Commercial Mortgages
Mortgage Services offered through
North Dallas Mortgage, LLC, Company NMLS# 392718
5850 Town and Country Blvd. Suite 1003
Frisco, TX 75034
David O'Neill - Loan Originator, NMLS #878575

Tax Services

Tax Planning & Preparation
We take a proactive approach to your taxes all year long, keeping current on new laws and legislation and planning accordingly to minimize your liabilities at tax preparation time.

Tax Agency Representation
If it becomes necessary, we're fully qualified to properly represent you before the IRS and other tax agencies. David O'Neill is an Enrolled Agent, and Tim O'Neill is a Certified Public Accountant.

Businesses
We specialize in helping businesses operate smoothly and efficiently. You can count on O'Neill for professional preparation of business tax returns and personal financial statements.

Business Consulting

From developing practical, sound solutions to helping you identify and address the issues that can negatively affect profitability, we're ready to provide all the collaborative, comprehensive expertise you need for business success.

QuickBooks Support
Using this tool to manage and grow your business is even more efficient when you take advantage of our one-on-one advice and training.

Business Entity Selection
Sole proprietorship? S corporation? LLC? Deciding what your business will be is a critical decision with all kinds of tax implications. We'll help you explore each one, guiding you to the decision that's best for your business.

Business Succession Planning
Who'll take the reins when you're out of the picture? We're fully qualified to help you address the complexities of business continuation and to recommend a sound, strategic plan.

Cash Flow & Budgeting Analysis
A profitable business can still have cash flow problems. We can eliminate yours by forecasting and evaluating your financial condition, estimating financial requirements, and tracking cash-flow sources and uses.

Financial Projections
Profitability depends on informed, effective forecasting – yet another one of our specialties. You can depend on us to help you achieve future financial success by always looking ahead.

Sales Tax Service
Are you responsible for collecting and submitting sales tax? We can help by compiling all the pertinent information and preparing your sales tax returns quickly and efficiently.

Wealth Management

THE 8 WEALTH MANAGEMENT ISSUES
Whether your wealth is valued at $10,000 or $10,000,000, it is important that you are taking steps to actively address the issues that managing wealth presents. We have found that there are 8 Wealth Management Issues that are most important to our clients and their families.

Each of these issues is interrelated and, in fact, acts like a balancing scale. If you make an adjustment to one issue, it affects the others. That is why it is critical that you have someone who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. Without the knowledge of all the 8 Wealth Management Issues, you may find your finances out of balance.

We will help you identify the issues you have already adequately covered and those issues that need more attention and are most important to you. We will also work with you to create an action plan that addresses these issues as you see fit. And, because life is always evolving, we will meet periodically to discuss your situation and monitor your position within each of the 8 Wealth Management Issues.

Special Situations Planning

  • Helping you prepare for the unexpected
  • Planning for life events (wedding, vacation, etc)

Cash Flow & Debt Management

  • Strategic planning to reduce your debt
  • Maximizing cash-flow management

Retirement Planning

  • Identifying your retirement needs well in advance
  • Subsequent planning based on those needs

Investment Management

  • Proper investment allocation
  • Periodic rebalancing of your portfolio
  • Safeguarding against investment overlap

Business Planning

  • Financial statements
  • Payroll
  • Cash flow management
  • Hiring compensations
  • Introductions to other local pros (bankers, attorneys, etc.)

Legacy Planning

  • Helping you ensure that all estate documents are current
  • Recommendation of an attorney if you need one
  • Active involvement in the entire process

Education Planning

  • Identifying & sharing various funding options

Family Risk Management

  • Efficiency study of your existing insurance policies
  • Review of disability policies to match current needs

Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.

Tax Integration

Tax integration offers a clearer holistic view into your complete financial picture. Part of our expertise is capturing data that other financial advisors may not, based on key information gathered from your Form 1040.

Goals-Based Planning

Through a goals-based approach, we expand your thinking to all aspects of your financial life and create a plan to help you reach important milestones.

Smart Investing

Most Advisors look at your finances the same way. By integrating taxes and financial planning, we are able to identify opportunities for smart investing.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

david.oneill.tx@gmail.com   |  (469) 200-8310