9330 LBJ Freeway,
Suite 1020,
Dallas,
TX
75243
972.233.8300
whitney@dfsplan.com
Book an Appointment
Menu
Home
About Us
Who We Are
Meet the Team
LPL
Services
Financial Master Plan Program
Financial Planning
Investment
Retirement
Tax Preparation
Individual Insurance
Resources
Blog
Budgeting
Managing Your Lifestyle
Retirement
Estate
Investment
Insurance
Tax
Glossary
Forms
Client Information Forms
Financial Planning Form
Banking Info
Tax Organizers
Access Your Account
Contact
Schedule A Meeting
Book an Appointment
Prepare NOW for tax season!
Name
Email
Address
Phone
Comments
Send
Thank you!
Oops!
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Learn More