Tax Planning
No matter what stage of life you find yourself in, taxes are ever present. Taxes are a headwind to wealth-building, but smart financial tax planning can make wealth management more aerodynamic. We advise clients with a tax-conscious retirement plan, healthcare, and investment decisions. Our tax team brings decades of experience and understands the complexity of tax landscapes. Explore our tax planning services:
Tax Planning – Service List
Comprehensive Tax Return Preparation & IRS Representation
(for clients with $2M+ in AUM)
Accurate and timely filings with a designated Tax Manager
Individuals, entities, estates, and trusts
Identify immediate and potential tax opportunities and concerns while remaining in full compliance with constantly evolving IRS tax laws
Tax Reduction Analysis
Identify potential deductions
Strategize for tax efficiency
Required Minimum Distribution Calculations
Guidance on strategic planning for RMDs
Help reduce tax implications and help increase the longevity of your wealth
A long history of providing honest, compassionate, and informative service. Read what our clients are saying.
All testimonials are provided by current clients of Smith Anglin Financial. Clients were not compensated for testimonials, direct or otherwise. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Contact us today to learn more
Fill out this form for a complimentary consultation and let the journey begin.
The Smith Anglin team will help you...
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Evaluate your goals
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Review your investment portfolio
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Build and optimize a legacy plan
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Live by design rather than default
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Contact Us
14755 Preston Road, Suite 700
Dallas, TX 75254
972.267.1244 local
800.301.8486 toll free
972.267.1243 fax
Check the background of this practice on FINRA's BrokerCheck.
About Smith Anglin Financial
Founded in 1967, Smith Anglin is a wealth management practice based in Dallas, Texas. As trusted financial stewards, we provide an elevated standard of care and manage over $1.9 billion in client assets* for a select group of pilots, families, individuals, and business owners in 48 states and abroad. With deep roots in accounting, tax planning and aviation retirement readiness, our mission is to conscientiously help secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams and financial security.
*Data current as of 6/16/2025
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org