WEALTH BUILDING SUCCESS | BUSINESS SUCCESS | INDIVIDUAL SUCCESS
CREATING THE DESIRED SUCCESS
Biel Fisette Iacono LLP is a Dallas-based CPA and wealth advisory firm that specializes in helping privately-held businesses from start-up to succession, individuals and families from beginning their path to financial success to looking at retirement, managing, and transferring wealth. In a few words, we are about “creating the desired success” for privately-held businesses, families, and individuals.
We have assembled professionals, both internally and externally, including CPAs, wealth advisors, transaction advisors, retirement advisors, and other professional advisors. We work together seamlessly in a comprehensive and cost-efficient manner to help businesses, families, and individuals meet their challenges and opportunities along the pathway in creating their desired success.
Full-Service CPA and Wealth Advisory Firm Providing Solutions to Business Owners and Individuals
WE FOCUS ON CREATING SUCCESS SOLUTIONS FOR:
Our Services — Covering a Wide Spectrum of Financial Needs
Our firm has capabilities to provide a wide array of services. Whether you are building a business and/or building your family and individual wealth, there are many aspects to be considered in order to plan and execute success. For the past 30 years, we have been assembling our team of experts, all of who have come from different professional backgrounds to offer our clients all-encompassing support. It’s why our CPA and wealth planning firm is unique; we offer a unique experience to our clients, as we are able to seamlessly integrate all of our services in a cost-effective manner.
Please see a detailed list of capabilities and services under the For Businesses and For Individuals and Families pages on this website.
Capabilities and Services for Businesses
We have structured and staffed our firm to deliver different levels of capabilities and services based on the need of a business, as they strive to create their desired success. We describe these levels as follows:
The Business Compliance Success Solutions are designed to provide the basic financial reporting tax preparation, bookkeeping, payroll, sales tax, and other basic functions of running a business. We design them to a particular business in order to deliver them in a quality, accurate, and cost-effective manner.
The Business Enhancement Success Solutions are designed to bring value to businesses from how to begin and structure a business, through the continuous growth phases to ultimately succession, whether it be a sale or family transfer. This includes capabilities to help buy a business, plan for profitability, sell a business, structure debt, and maximize the tax benefit afforded to business owners and their businesses and much more.
The Business Wealth Building Success Solutions are designed to assist businesses in growing their businesses, utilizing the business to enhance the owner’s wealth accumulation through tax and benefit plan strategies, and by enhancing the value of the business. Understanding the value of your business can be instrumental in determining whether to sell, continue the business, or transfer to the next generation. How to effectively transfer a family business to the next generation may be one of the most critical discussions and complicated moves you encounter. That’s why we’re here to help.
Capabilities and Services for Individuals and Families
We have structured and staffed our firm to deliver different levels of capabilities and services based on the needs of the individual and family, as they strive to create their desired success. We describe these levels as follows:
The Individual/Family Compliance Success Solutions are designed to provide the basic tax, financial reporting, accounting, bookkeeping, and other basic functions of managing individual and family matters. This includes accounting for and filing tax requirements. For trusts and estates, we design these solutions to a particular individual and family in order to deliver them in a quality, accurate, and cost-effective manner.
The Individual/Family Enhancement Success Solutions are designed to assist individuals and families in matters such as starting a business, financial and wealth accumulation plannings, retirement planning, divorce resolution, debt management, gift planning, asset/liability management, generation planning, and other planning tax and regulatory manners. It is never too early or too late to plan for the future. We can assist in starting a family office and provide the necessary accounting and tax services required for the family office. Let us assist you in accomplishing the desired success for you and/or your family.
The Individual/Family Wealth Building Success Solutions are designed to bring individuals and families a road map to create their desired success. If you are just beginning your journey to success or are well on your way, we bring experience and insight on retirement and investment solutions. Proper planning and execution of retirement solutions such as IRAs, Roth IRAs, 401k plans, and other qualified retirement plans can be useful tools to accumulating wealth. We can help you identify and execute investment solutions, determine life and disability solutions, and properly plan for social security benefits. Creating wealth includes proper planning, utilizing tax strategies to enhance returns, identifying retirement and investment solutions, property utilizing debt, and identifying proper insurance products. Having an estate plan in place including a proper will along with determining whether trusts are appropriate is an important part of maintaining wealth and passing it to family and others, if desired. Wealth accumulation is simply having a plan in place and the discipline to consistently execute.
Contact Biel Fisette Iacono LLP Today!
Some people put off planning because they think they don’t have enough or their business is still too small. It is never too early to start planning to maximize results and minimize tax considerations. If you’re ready to start planning, give us a call and we’ll get you started on the road to financial success.