Tax Planning CPA in Lewisville, TX
Lewisville households earn a median income of roughly $95,000, and many residents bring home considerably more through salary, business profits, equity compensation, and rental properties. At that income level, the difference between filing your taxes and actually planning for them can mean thousands of dollars saved every year. Without a proactive strategy, Lewisville residents overpay on self-employment tax, miss retirement contribution windows, and leave deductions on the table that a simple tax return will never catch.
Our Services
Our Tax Planning Services for Lewisville Clients
Tax planning is not a vague conversation about “saving money on taxes.” When you work with Al Freideman, you receive a structured strategy session with concrete recommendations you can act on immediately. Here is what our Lewisville clients receive:
- Entity structure analysis: We evaluate whether your Lewisville business should operate as a sole proprietorship, LLC, or S-Corp, and we calculate the actual self-employment tax savings of each option using your real numbers.
- Retirement contribution optimization: We identify the best retirement vehicles for your situation (SEP-IRA, Solo 401(k), traditional or Roth contributions) and calculate the maximum tax-deferred amount you can contribute before year-end.
- Equity compensation planning: For Lewisville professionals who receive RSUs, stock options, or ESPP shares, we map out the federal tax impact of vesting schedules, exercise timing, and sale strategies to minimize ordinary income recognition.
- Real estate and rental property strategy: We review depreciation schedules, cost segregation opportunities, and Section 199A qualified business income deductions for Lewisville property owners.
- Quarterly estimated tax projections: We calculate your estimated federal tax payments so you never face an underpayment penalty or an unexpected balance due in April.
- Texas Franchise Tax review: For Lewisville business owners, we confirm your entity is structured to minimize your Texas margin tax obligation and ensure your annual Public Information Report is filed correctly.
Our one-time tax planning strategy sessions start at $197. Many Lewisville clients combine planning with our tax preparation services so that every recommendation flows directly into your filed return.
Why Lewisville Businesses and Residents Choose AG Freideman, CPA
30+ years of tax experience: Al Freideman is a licensed CPA and MBA who has spent more than three decades helping individuals and business owners reduce their tax burden. For Lewisville clients dealing with equity compensation, multi-entity structures, or rental portfolios, that depth of experience means Al has handled situations just like yours hundreds of times.
Virtual appointments that serve all of Lewisville: Our office is on Preston Road in North Dallas, about 25 minutes from Lewisville. But most of our Lewisville clients meet with Al virtually. You upload your documents securely, we schedule a video call, and your planning session happens from your home or office without a commute. Same personal attention, zero travel time.
Transparent pricing with no surprises: Our tax planning sessions start at $197, and we tell you the cost before we begin. Lewisville business owners who have been burned by vague “hourly billing” from other CPAs appreciate that we quote a price and stick to it.
52 five-star Google reviews: Every single one of our Google reviews is five stars. We have never received a negative review because Al handles every client personally. You will not be handed off to a junior associate or a seasonal preparer. You work with the same CPA who has been doing this for over 30 years.
Tax Planning Questions from Lewisville Clients
What is the difference between tax planning and tax preparation?
Tax preparation is backward-looking: it reports what already happened during the prior year. Tax planning is forward-looking: it identifies strategies you can implement now to reduce your tax liability before December 31. For Lewisville residents earning $95,000 or more, planning before year-end almost always saves more than preparation alone. We offer both services, and they work best together. Learn more about our tax preparation process.
When should tax planning start?
The most effective tax planning happens between July and November, while you still have time to make retirement contributions, adjust withholding, or restructure your business entity before the tax year closes. That said, we work with Lewisville clients year-round. If you recently started a business, received a large equity grant, or purchased rental property, the right time to plan is now.
How do RSUs and stock options get taxed?
RSUs (restricted stock units) are taxed as ordinary income at the federal level when they vest, based on the stock’s fair market value on the vesting date. If you later sell the shares for a gain, that gain is taxed as a short-term or long-term capital gain depending on your holding period. Stock options vary: incentive stock options (ISOs) have different rules than non-qualified stock options (NSOs), and the timing of your exercise can significantly affect your tax bill. For Lewisville professionals receiving equity, we build a multi-year plan that coordinates vesting dates, exercise timing, and estimated tax payments.
Is tax planning worth it at my income level in Lewisville?
At the Lewisville median household income of $95,000, you are firmly in the 22% federal tax bracket (for single filers, the 22% bracket applies to taxable income between $47,150 and $100,525 in 2026). A single well-timed retirement contribution or entity restructuring can shift thousands of dollars out of that bracket. Our planning session starts at $197, and the savings we identify for Lewisville clients at this income level typically exceed the cost many times over.
Do I need tax planning if Texas has no state income tax?
Yes. While Texas has no personal state income tax, Lewisville business owners still face the Texas Franchise Tax (margin tax), federal income tax, self-employment tax of 15.3% on net earnings, and Texas sales tax of up to 8.25%. Tax planning addresses all of these obligations. The absence of a state income tax actually makes entity-level planning (S-Corp elections, for example) even more impactful because the self-employment tax savings flow straight to your bottom line.
Can AG Freideman handle my bookkeeping and tax filing too?
Absolutely. Many of our Lewisville clients start with a tax planning session and then bundle monthly bookkeeping, payroll, and annual tax preparation into a single relationship. That way, the strategy we build during planning is implemented in your books and reflected in your filed return, all handled by the same CPA. See our full transparent pricing for details.
Get Started from Anywhere in Lewisville
You do not need to drive to our Preston Road office to get started. Most Lewisville clients work with us entirely through virtual meetings and secure document uploads. To book a no-obligation consultation, visit agfreideman.com/meeting and choose a time that works for you. You can also call Al directly at (972) 893-3481 or email inquiries@agfreideman.com. We will review your situation, explain exactly what a tax planning engagement looks like for someone in your position, and give you a clear price before any work begins. No surprises, no pressure, just a straightforward conversation with a CPA who has been doing this for over 30 years.
Visit Our Office
Address: 17304 Preston Rd Ste 861, Dallas, TX 75252
Phone: (972) 893-3481
We also offer virtual appointments for clients throughout the DFW metroplex who prefer to meet remotely.
Book a Meeting"I was looking for a CPA who could also help with creating my LLC, and have not been disappointed. Not only did they facilitate the process, but also went above and beyond answering my questions, often in real time. They…"
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Book your free consultation with Al Freideman, CPA. 30+ years experience serving Dallas-Fort Worth.