Confidential, Reliable, Responsive
A Dallas, Texas firm of Certified Public Accountants that specializes in tax compliance, strategies and tax-efficient wealth management.
Tax-Efficient Financial Planning
A history of trusted tax, accounting and advisory services now coupled with a focus on helping clients pursue their goals in a tax- efficient manner.
Your Financial Guide
We leverage our 40 years of experience in serving clients locally, nationally and internationally in tax compliance, accounting, advisory services to provideconsulting, and value – added wealth management guidance through today’s financial complexities.
A Personalized Approach
Trusted as Certified Public Accountants we place our client’s needs at the center of all that we do to focus on their goals and utilize careful planning to help you pursue them. Our tax and wealth management solutions are completely customized for each client.
Built on a successful career as a CFO in the United States and Internationally, John L. Mottram formed his tax, accounting and advisory firm to meet the needs of Board of Directors, CEOs, CFOs and Owners who require prompt and reliable services that instill confidence in their business success.
No matter how you picture retirement, we'll tailor a strategy suited to your goals.
Certified Public Accountant services coupled with wealth management services to create greater added value to our clients.
Efficient tax compliance, valued added strategic tax planning, accounting, and business advisory services to grow value.
We specialize in tax, life insurance & wealth advisory services.
We follow a step-by-step process to help formulate your financial plans and goals before making recommendations.
Our investment recommendations consider your risk tolerance. Alternative strategies for the unexpected at each stage of the investment cycle – growth, preservation, income.
We help our clients become more financially literate to stay current in ever more complex world of finance.
Learning more about your own tax and financial wellness is one of the most important investments you can make. We are delighted to meet with any prospective client, irrespective of where they currently stand in their financial preparedness for the future. You will enjoy our friendly and informative complementary consultation!
The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.
We take the time to understand your unique situation before tailoring our recommendations specifically to you.
Years of experience have prepared us to guide you through your life transitions.