We help business owners and high-income families keep clean books, plan ahead for taxes, and make confident financial decisions throughout the year — not just when a deadline is coming.
Start with a short intake form so we can understand your needs before the first call.
“You should not have to wait until tax season to find out whether the year went well.”
North Texas Advisors brings together tax compliance, bookkeeping, IRS issue experience, business advisory, and practical financial analysis — with owner-level attention and plain-English explanations. The goal is simple: fewer surprises, better decisions, and a financial system that supports where you are going.
John Ornelas, CPAFounder & Managing Member · Southlake, Texas
Tax returns report what already happened. Useful advice has to happen earlier. If your books are behind, your estimated taxes are a guess, your entity structure has not been reviewed, or you are making big decisions without a clear tax picture, you are carrying unnecessary risk. We help you replace the last-minute scramble with a year-round system for clean financials, practical tax planning, and clear next steps.
You are not sure what you actually owe.
Your books are technically done, but not useful for decisions.
You only hear from your CPA when something is due.
You are making business, investment, or cash flow decisions without a clear tax projection.
You want advice that connects the business, the owner, and the household.
Clear guidance for business decisions, entity structure, cash flow, profitability, owner compensation, and major financial moves.
Year-round tax planning, projections, preparation, and issue resolution so you can plan ahead instead of reacting later.
Clean bookkeeping, reconciliations, financial reports, payroll support, sales tax support, and QuickBooks workflows that make the numbers reliable.
Our best-fit clients are not looking for the cheapest tax return. They want a financial partner who understands the connection between tax, cash flow, bookkeeping, and long-term decisions.
For S-corps, LLCs, sole proprietors, and owner-operated businesses that need clean books, tax planning, and practical financial guidance.
For companies with increasing complexity, higher transaction volume, payroll, contractors, multiple revenue streams, or inconsistent reporting.
For households with investments, equity compensation, trusts, real estate, retirement decisions, charitable planning, or other tax-sensitive financial events.
For business formation, entity changes, IRS notices, tax projections, windfall planning, and other moments where the right answer matters before action is taken.
Tell us about your business, tax situation, current pain points, and what you need help deciding.
We review fit, urgency, complexity, and the best path forward.
You receive a clear proposal with scope, pricing, deliverables, and next steps.
We collect access, documents, prior-year returns, bookkeeping files, payroll details, and other relevant information through a secure client portal.
We clean up the numbers, prepare the work, plan ahead, and keep you informed so you know where things stand.
For clients who want proactive planning, tax projections, decision support, and year-round access to guidance.
For business owners who need clean books, reliable tax preparation, and enough planning to avoid surprises.
For simpler situations where the primary need is accurate preparation and filing.
Every engagement is scoped based on complexity. The goal is to give you the right level of support without forcing you into services you do not need.
North Texas Advisors brings together tax compliance, bookkeeping, IRS issue experience, business advisory, and practical financial analysis. The firm is built for clients who want clear answers, thoughtful planning, and a professional who stays involved before the decision is already made.
CPA-led advisory firm.
Southlake-based, virtual-first service model.
Experience with business owners, high-income individuals, trusts, estates, investments, IRS notices, entity planning, and bookkeeping systems.
Secure client portal for documents, communication, proposals, and billing.
Founded to give clients a more proactive alternative to the traditional tax-season-only CPA relationship.
Start with a consultation. We will review your situation, identify the right level of support, and let you know whether North Texas Advisors is the right fit.
We are based in Texas and serve many Texas clients, but our virtual model allows us to work with clients beyond the immediate Southlake / DFW area when the fit is right.
Yes, but we are best suited for clients who value planning, communication, and a longer-term relationship. If all you need is the cheapest return preparation option, we are probably not the best fit.
Yes. If your books are behind or unreliable, we can scope a cleanup project before moving into ongoing bookkeeping, tax, or advisory support.
Yes. In many cases, the best tax planning happens when the business and owner’s personal tax picture are reviewed together.
We use secure cloud-based tools for client communication, document collection, proposals, billing, bookkeeping, scheduling, and workflow management.
Pricing depends on complexity, scope, timing, and the level of support needed. After intake and discovery, we provide a clear proposal before work begins.
If you are ready for cleaner books, better tax planning, and financial guidance that shows up before the deadline, schedule a consultation today.
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