Holistiq Tax Planning LLC

Prosper, TexasAccepting Remote Clients

Email:

Phone: 14695709055

Website: https://holistiqtaxplanning.com

About Holistiq Tax Planning LLC

Holistiq Tax Planning LLC is a specialized tax strategy firm serving medical professionals, business owners, and high-income W-2 earners who want to legally reduce taxes and redirect savings into long-term wealth. We combine proactive planning, entity design, retirement optimization, and tax-efficient investment strategies to help clients keep more of what they earn and build assets that compound over time. Our holistic, forward-looking approach identifies opportunities before year-end, aligns tax strategy with personal goals, and integrates financial, business, and investment planning. Holistiq Tax Planning empowers clients to minimize tax drag, maximize cash flow, and accelerate wealth creation with clarity, structure, and confidence.

Typical Client Profile:

  • Individuals with income > $200K
  • Business owners with profit > $100K
  • Real estate investors with multiple properties
  • High net worth (> $5M)
  • Retirees / pre-retirees

Services Provided:

  • Tax Planning
  • Tax Preparation
  • Cash Flow Forecasting
  • CFO Services
  • Financial Planning

Industry Specialties:

  • Individual / W2 Worker
  • Healthcare / Physicians

About this directory

This directory lists independent tax professionals who have completed TaxPlanIQ’s Certified Planner training and platform onboarding.

TaxPlanIQ does not provide tax preparation, tax planning, or tax advisory services, and does not supervise, control, or direct the services performed by any listed advisor. All advisors in this directory operate as independent professionals and are solely responsible for their own client engagements, advice, and compliance with applicable laws and professional standards.

Inclusion in this directory does not constitute an endorsement, guarantee, or warranty of any advisor’s work, services, or results. TaxPlanIQ does not evaluate or verify the accuracy, quality, or suitability of any advice provided by listed professionals.

“Certified” refers only to completion of TaxPlanIQ’s internal training and platform requirements and does not imply any government license, professional designation, or regulatory approval.

Users are solely responsible for selecting and engaging a tax professional and should conduct their own due diligence before hiring any advisor.