Are You Paying More Than Your Fair Share?

Partner with our in-house CPA and wealth management experts to minimize your tax burden and amplify your long-term financial success.

“Today, it takes more brains and effort to make out the income-tax form than it does to make the income.”
– Alfred E. Neuman

The Mills Wealth Tax Optimization Approach

We go beyond traditional tax preparation. Our comprehensive tax optimization service is designed to reduce your lifetime tax burden and enhance your overall wealth. We work alongside your CPA or tax professional to identify opportunities for tax savings across all aspects of your financial life.

Comprehensive Financial Analysis

We examine your entire financial picture, including retirement plans, brokerage accounts, real estate transactions, trusts, and potential inheritances.

Strategic
Planning

Our team develops tailored strategies to minimize your tax liability over your lifetime, not just for the current year.

Collaborative Expertise

We work in tandem with your tax professional, ensuring all deductions are maximized and tax rules are applied optimally for your benefit.

Continuous Optimization

As tax laws and your financial situation evolve, we adjust your strategy to maintain peak tax efficiency.
Mills Wealth Financial Advisors - tax planning

How Does Tax Planning Save Time & Money?

Expertise Beyond Tax Preparation

While we don't file your taxes, our wealth management perspective allows us to see tax-saving opportunities that might be missed in standard tax prep. We analyze your entire financial picture, including investments, retirement accounts, real estate, and business interests, to uncover strategies that minimize your tax burden over your lifetime. Our team stays updated on the latest tax laws and regulations to ensure you benefit from every available tax advantage.

Proactive Planning

Instead of reacting to last year's taxes, we help you plan for the future, potentially saving you significant amounts over your lifetime. Our forward-thinking approach involves modeling various scenarios to anticipate future tax implications and implementing strategies well in advance. We continuously monitor your financial situation and adjust your tax strategy as needed, ensuring you're always positioned for optimal tax efficiency.

Collaborative Approach

We work seamlessly with your existing tax professional, enhancing their services with our wealth management expertise. This partnership creates a powerful synergy, ensuring that your tax strategy aligns perfectly with your broader financial goals. We communicate regularly with your CPA or tax preparer, sharing insights and coordinating efforts to optimize your tax position across all areas of your financial life.

Comprehensive Financial Integration

Our tax strategies are fully integrated with your overall financial plan, ensuring all aspects of your wealth are working in harmony. We consider the tax implications of every financial decision, from investment choices and retirement withdrawals to estate planning and charitable giving. This holistic approach maximizes the efficiency of your entire financial portfolio, not just your tax return, leading to greater long-term wealth accumulation and preservation.

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Ready to start minimizing your lifetime tax burden?

Schedule a consultation today and discover how Mills Wealth Advisors can help you keep more of what you’ve earned.

Lower Your Lifetime Taxes

FAQ

MILLS WEALTH ADVISORS

Your Fiduciary Financial Advisor in Southlake, TX

Stop by our Southlake wealth-management office, just off TX-114 and minutes from Westlake, Trophy Club, and Colleyville, to meet the team that’s guided North Texas families and business owners for 25 years. Mills Wealth Advisors delivers fee-only financial planning, retirement-income strategies, tax-efficient investing, and exit-planning expertise to clients across the Dallas-Fort Worth metroplex. Tap the map below for turn-by-turn directions or give us a call to book your complimentary discovery meeting today.

  1. Leave Westlake
    • Head south (≈ 350 ft, restricted-use road).
    • Turn left toward Trophy Club Dr / Westlake Pkwy (≈ 440 ft, restricted).
    • Turn left onto Trophy Club Dr / Westlake Pkwy (0.1 mi).
  2. Join TX-114 East
    • Turn right onto TX-114 Frontage Rd (0.4 mi).
    • Use the left lane to merge onto TX-114 E (1.4 mi).
  3. Exit for Dove Rd / White Chapel Blvd
    • Take the Dove Rd exit (0.5 mi) and keep right.
    • Continue on W State Hwy 114 (0.9 mi).
  4. North White Chapel Boulevard
    • Turn right onto N White Chapel Blvd (0.3 mi).
    • At the first traffic circle, take the 2nd exit to stay on N White Chapel Blvd (2.2 mi).
    • At the next traffic circle, take the 3rd exit (≈ 460 ft).
  5. Arrive
    • Turn right; Mills Wealth Advisors will be on the left after ≈ 130 ft.
    • Address: 1207 S White Chapel Blvd #150, Southlake, TX 76092.
  1. Leave Trophy Club
    • From Hamper Ct, head southwest to Hogans Dr (≈ 350 ft, restricted).
    • Turn right onto Hogans Dr (0.2 mi).
    • Turn right onto Indian Creek Dr (≈ 400 ft).
    • Turn left onto Trophy Club Dr and continue toward TX-114 (0.4 mi).
  2. Join TX-114 East
    • Turn left onto TX-114 Frontage Rd (0.4 mi).
    • Use the left lane to merge onto TX-114 E (1.4 mi).
  3. Exit for Dove Rd / White Chapel Blvd
    • Take the Dove Rd exit (0.5 mi) and keep right.
    • Continue onto W State Hwy 114 (0.9 mi).
  4. North White Chapel Boulevard
    • Turn right onto N White Chapel Blvd (0.3 mi).
    • At the first traffic circle, take the 2nd exit to stay on N White Chapel Blvd (2.2 mi).
    • At the next traffic circle, take the 3rd exit (≈ 460 ft).
  5. Arrive
    • Turn right; Mills Wealth Advisors is on the left after ≈ 130 ft.
    • Address: 1207 S White Chapel Blvd #150, Southlake, TX 76092.
  1. Depart Colleyville
    • Head northwest (≈ 85 ft) to Colleyville Blvd.
    • Turn right onto Colleyville Blvd (0.2 mi).
  2. Pleasant Run Road
    • Turn left onto Pleasant Run Rd (2.0 mi).
    • At the traffic circle, continue straight to stay on Pleasant Run Rd (0.6 mi).
  3. South White Chapel Boulevard
    • Pleasant Run Rd becomes S White Chapel Blvd—continue for 0.5 mi.
    • At the next traffic circle, take the 1st exit (≈ 312 ft).
  4. Arrive
    • Turn right; Mills Wealth Advisors is on the left after ≈ 131 ft.
    • Address: 1207 S White Chapel Blvd #150, Southlake, TX 76092.
  1. Keller Parkway (FM 1709)
    • Head east on Keller Pkwy toward Rufe Snow Dr.
    • Pass Scooter’s Coffee on the right. Distance: 1.5 mi.
  2. Southlake Boulevard
    • Continue straight; Keller Pkwy becomes W Southlake Blvd. Distance: 1.0 mi.
  3. Davis Boulevard (FM 1938)
    • Turn right toward Davis Blvd / S Randol Mill Ave (112 ft).
    • Turn right onto Davis Blvd and continue 0.7 mi.
  4. W Continental Boulevard
    • Turn left onto W Continental Blvd. Distance: 1.7 mi.
    • At the traffic circle, take the 2nd exit to stay on W Continental Blvd (≈ 370 ft).
  5. Arrival on S White Chapel Boulevard
    • Turn right, then the destination will be on the left after ≈ 130 ft.
    • Mills Wealth Advisors – 1207 S White Chapel Blvd #150, Southlake, TX 76092.

1207 S. White Chapel Blvd.
Suite 150
Southlake, TX 76092

For more than twenty-five years, we’ve been serving the financial needs of businesses, individuals, and families in Southlake, Texas and around the country.
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