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?

Tax Planning

IRS Enrolled Agent



  • 1040 Federal Tax Return
    • Standard Deduction
  • 1040 Federal Tax Return with Schedule A
    • Itemized Deductions
  • 1040 Federal Tax Return with Schedules A & C
    • 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.


Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Not readable? Change text. captcha txt