Peak Tax Advisors, LLC | Top Accountants & CPAs in Dallas

Peak Tax Advisors, LLC is a boutique tax planning and preparation firm on Greenville Avenue in Dallas that works with high-net-worth families and small business owners. The practice traces back to 1985, when Nancy K. Phillips, CPA and CFP, opened her own CPA firm, and today principals Richard Almeida, EA, and James Zalaznik, EA, can represent clients before the IRS. The team prepares personal, corporate, partnership, LLC, trust, estate and gift tax returns, and also handles oil and gas taxation, family foundation filings, tax projections, 1031 exchange advice and QuickBooks support. Families settling an estate get help identifying assets and their step-up in basis and preparing Form 706 and final 1040 and 1041 returns. The firm offers retirement and estate planning too, along with trust accounting and expert witness support for law firms. Call (214) 361-2444.