Accounting & Tax
Prosper, TX
Sofi CPA Advisory Group is a Frisco-based CPA firm specializing in proactive tax planning and reduction strategies for business owners, entrepreneurs, and high-net-worth individuals. Led by Certified Tax Coaches, they go beyond standard tax preparation to identify legal tax loopholes, deductions, and credits that can save clients thousands annually. They offer comprehensive tax strategy planning, tax preparation, and IRS representation to help business owners keep more of their profits.
Ideal for: Small business owners, entrepreneurs, high-net-worth individuals, business owners seeking proactive tax planning
Service area: Frisco, Prosper, and surrounding North Texas areas
Certified Tax Coaches: The firm's CPAs hold Certified Tax Coach credentials and attend specialized training beyond standard CPA requirements, enabling proactive rather than reactive tax planning strategies.
Specialized in Business Owners: They focus exclusively on entrepreneurs and small business owners, tailoring strategies to their unique industry needs and profit maximization.
Tax Reduction Focus: Beyond preparing returns, they create comprehensive tax reduction strategies designed to identify legal loopholes and maximize available credits and deductions.
Address: 291 S Preston Rd Suite 620, Prosper, TX 75078
Phone: (972) 746-2500
Website: soficpaadvisory.com
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