Cary Cates, MBA, CFP®, EA
During my time in the financial services industry, I realized my deep desire is to really get to know people and help them improve their lives. It is an amazing privilege to do this for my clients. I founded Cates Tax Advisory specifically so I can help young and middle class Americans by delivering the highest quality services few provide. If you want me to come along side and guide you, I’d be honored.
I am located in Denton, TX, on the north edge of Dallas-Fort Worth metroplex.
What Makes Cates Tax Advisory Different?
IRS Enrolled Agent
FEATUREDTAX PLANNING$1501 monthly
- Ongoing, in-depth tax planning for individuals, families, and sole-proprietors.
1040 Federal Tax Return$1002
- Standard Deduction
1040 Federal Tax Return with Schedule A$1502
- Itemized Deductions
1040 Federal Tax Return with Schedules A & C$2002
- Schedule C Sole Proprietor
1Includes $100 off tax preparation
2Starting price. Price can be higher based on complexity and quality of recordkeeping.
It’s a breeze to electronically schedule an appointment or introductory phone call by clicking the button below, or just send me an email.