We provide a full range of tax planning and compliance services. We will work with you year round to minimize your total tax burden. We prepare all federal, state and local returns for individuals, sole-proprietors, corporations, non-profits, and trusts.

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Financial Services

We can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.

Most people who retire today will live at least 20 years after they stop working. Even if you are covered by Social Security and a company pension plan, you may not have enough to retire to live the lifestyle you desire. Do you know how much you need for retirement?

With increasing life expectancies, many Americans could spend up to one-third of their lives in retirement. Substantial resources will be required to help finance non-earning years, and careful planning is required.

As you prepare to enter retirement, you'll need to ask yourself some challenging questions about your retirement plans. Determining what to do with your retirement assets could be one of the most critical decisions you make.

You don't have to be a rocket scientist to help your child obtain a high-quality college education. By reviewing your family's financial outlook, I can help you develop and implement a tuition savings plan that may fit for your budget.

Based in Irving, Texas, since its inception in 1983, H.D. Vest Financial Services supports an independent network of tax and non-tax professionals who distribute comprehensive financial planning solutions, including securities, insurance, money management services and Wells Fargo banking Businesses. Approximately 5,400 independent contractors manage over $21 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states. H.D. Vest became a non-bank subsidiary of Wells Fargo & Company in July 2001.