Founded in 2009: We are a Public Accounting and Investment Services Firm in the Dallas Fort Worth area.
Buchanan Wealth Partners, LLC and Buchanan & Company, PLLC (a CPA firm)* provides Holistic Tax Smart Financial Planning for their clients. Tax planning is integral to financial planning. The Firm offers integrated Investment & Tax Planning for their Investment clients.
Steve is uniquely positioned to create financial/tax plans as he is a licensed CPA & Financial Advisor** with a dynamic background of finance/accounting experience, education, and certifications.
*CPA Firm: offering tax preparation & planning for their Investment Clients of Buchanan Wealth Partners, LLC. The Firm is a Investment first firm specializes in integrating tax planning with investment plan. For investment clients, the firm offers outsourced CFO and other business advisory services, as well as payroll, bookkeeping, QuickBooks setup and consulting, and other services.
**Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.Please visit www.avantaxwealthmanagement.com/social_policy for more information
The firm has clients in many areas of the Dallas Fort Worth (DFW) Metroplex. With technology, we are able to server clients nationwide.