FBKS LLC

Execution is everything in life

Accountant (show on map)

5.0

★★★★★

4 reviews

FBKS, LLC offers comprehensive financial and tax strategy services to help families create and maintain peace of mind for their financial well-being.

Call (817) 717-3022

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About

FBKS, LLC is committed to helping families achieve their financial goals through personalized tax strategy, retirement planning, and investment guidance. Our experienced team applies a proven process to create custom plans, execute strategies, and monitor growth, ensuring long-term relationships and peace of mind for our clients.

Proven process for success

Focus on family and Godly standards

Customized plans based on client input

Long-term relationship building

Expert team with diverse specialties

Services

Business Owner Tax Planning

Strategies to minimize tax liability for business owners, including entity structuring and proactive tax planning.

Entity structuring Proactive tax planning Generational wealth strategies

Retirement Planning

Comprehensive retirement planning services to ensure financial security for future generations.

Retirement income analysis Asset allocation Estate planning

Individual Tax Planning

Personalized tax planning to legally minimize tax liability and maximize savings.

Mock tax return analysis Forward-looking strategies Generational wealth planning

Cost Segregation Studies

Tax-efficient depreciation strategies for investment properties.

Accelerated depreciation Tax savings analysis Property-specific studies

Tax Preparation & Filing

Comprehensive tax preparation and filing services for individuals and businesses.

Accurate filing Compliance assurance Audit support

Non-Profit Tax Services

Specialized tax services for non-profit organizations to ensure compliance and maximize deductions.

Non-profit compliance Deduction optimization Grant management

Credentials & Certifications

Tax Strategy Expert

Financial Advisor

Reviews

Rating

★★★★★

Reviews

"Very pleased with the service."

Frequently Asked Questions

What is the difference between a tax strategist and a tax preparer? +

A tax preparer only looks backwards and deals with compliance, while a tax strategist looks both backwards and forwards, discussing proactive steps to legally minimize tax liability.

What is tax planning and how does it work? +

Tax planning involves a deep dive into your income, preparing a mock tax return for the current year, reviewing potential situations, and providing recommendations for future savings and generational wealth creation.

What happens if I don’t follow through with the plan? +

You will remain in a cycle of earning money and owing the IRS, paying significantly more than necessary, resulting in less generational wealth for retirement and inheritance.

What if I don’t know what steps need to be taken after the plan has been given? +

The team provides fulfillment of all strategies, works with expert attorneys, short-term rental coaches, financial planners, and realtors to ensure compliance and guide you through any issues, ensuring the strategy works as intended.

What are a couple of the strategies which have been done before? +

Strategies include the Augusta Rule, Cost Segregation Studies on investment properties, Family Management Offices, change of entity status to S-Corporation, hiring kids to work for you, Research and Development Credit, and 1031 Exchange on investment properties.