Tax Advisor · Dallas-Fort Worth
A preparer shows up once. A tax advisor shows up all year.
Most business owners only hear from their accountant at tax time, when the savings window has already closed. As your tax advisor, Nadia Rodriguez, CPA plans with you every month, so you keep more of what you earn.
A tax advisor works all twelve. A preparer works one.
See if we’re a fitSee your yearNadia Rodriguez, CPA, CTC · Master of Taxation · 15+ years in tax · Bilingual
Your year, handled
Your tax year, mapped quarter by quarter
Four tax planning sessions a year, anchored to the deadlines that matter, so nothing slips and nothing is left on the table.
Set the foundation
We reconcile last year, review your prior return for missed savings, and build your written plan and savings target for the year. We confirm your S-corp setup and reasonable salary.
Lock in the plan
We file or extend, dial your estimated payments to the projection, and choose and fund your retirement plan. First review of performance against the plan.
Mid-year recalibration
We re-project the full year on real numbers, adjust estimates, and plan the big moves: equipment, hiring, and income timing. Together we build your year-end action list.
Execute before year-end
We run the high-impact moves while there is still time: retirement contributions, depreciation, charitable giving, and income timing, then lock in the savings.
A tax preparer records what already happened.
A tax advisor changes what happens next.
The payoff
Real tax planning, all year long
Keep more of what you earn
Proactive planning lowers your tax bill on purpose, not by luck.
No April surprises
You always know what is coming, because we planned for it together.
A partner in every decision
Hiring, equipment, distributions: you never make the big calls alone.
Questions
Tax advisor FAQ
What does a tax advisor do?
A tax advisor plans ahead to legally lower your taxes, all year long, instead of only filing your return after the year ends. You get a written plan and a CPA who guides the moves that reduce your bill before year-end.
How is a tax advisor different from a tax preparer?
A preparer records what already happened and files your return. A tax advisor works before year-end to find and apply strategies so you owe less. One is reactive, the other is proactive.
When should I start working with a tax advisor?
The earlier the better. The biggest tax planning savings come from planning before year-end, so the sooner your strategy is in place, the more of it you capture this year.
Who do you work with?
Small business owners, S-corp owners, and self-employed professionals across Dallas-Fort Worth and nationwide who want a proactive plan, not just a once-a-year return.
Do you offer bilingual service?
Yes. Nadia serves clients in both English and Spanish, and is passionate about making tax strategy clear and accessible.
Let’s talk
Make this year your best one yet.
Answer a few quick questions to see if we’re a fit. If we are, you’ll book your call right away and we’ll start building your plan.
See if we’re a fitPrefer to reach out directly? Info@nadiacpa.com