Business Details
Your Trusted Partner for Tax & Accounting Solutions in Dallas
At Liebert Associates, we specialize in empowering entrepreneurs and solopreneurs with proactive tax strategies and year-round financial clarity. Our team of certified professionals brings decades of combined experience in accounting, tax planning, and financial management, serving over 400 service-based businesses. We prioritize personalized guidance, leveraging our expertise to simplify complex financial processes and build systems tailored to each client's unique needs. Our approach emphasizes collaboration, ensuring clients feel supported and confident in their financial decisions. With a focus on innovation and client-centric solutions, we deliver actionable insights that drive long-term growth and wealth-building.Our commitment to excellence is reflected in our track record of client satisfaction and industry recognition. By integrating advanced accounting technologies and maintaining a deep understanding of evolving tax regulations, we position ourselves as a trusted partner for businesses seeking sustainable financial success. Our team's diverse backgroundsfrom public accounting to IRS auditingenhance our ability to address complex challenges with precision and foresight.
Services
Tax Planning
Bookkeeping
Financial Planning
Tax Resolution
Accounting Services
Highlights and features
- We offer 20+ years of combined experience in tax and accounting services.
- Our team includes CPAs and former IRS auditors with specialized expertise.
- We implement proactive tax strategies to minimize liabilities year-round.
- Our client-centric approach prioritizes personalized financial planning.
- We integrate advanced accounting technologies for accurate, efficient service.
Associations and certifications
- CPA
- Enrolled Agent
What people say
Expert advisors
Proactive planning
Knowledgeable team
Personalized support
Reduced tax burden
Services
Tax Planning
Our tax planning services focus on minimizing liabilities through proactive strategies tailored to business owners and freelancers. We analyze income, expenses, and investments to identify savings opportunities while ensuring compliance. Clients benefit from quarterly estimated taxes, personalized checklists, and forecasting tools that provide financial predictability.
Bookkeeping
We maintain accurate, IRS-compliant financial records with monthly reconciliations and reporting. Our system ensures organized documentation for audits and tax filings. Clients receive real-time access to financial dashboards and receive guidance on optimizing cash flow and expense management.
Financial Planning
Our financial planning integrates tax optimization with investment strategies to build long-term wealth. We create customized plans for business growth, retirement, and asset protection. Services include portfolio management, risk assessment, and coordination with external advisors to align all financial aspects.
Tax Resolution
We assist clients with IRS disputes, audits, and debt resolution. Our team includes former IRS auditors who leverage insider knowledge to negotiate favorable outcomes. Services cover penalty abatement, installment agreements, and audit representation to resolve tax-related stress efficiently.
Accounting Services
We provide comprehensive accounting solutions including payroll processing, financial statement preparation, and budgeting. Our tech-integrated approach automates workflows while ensuring compliance. Clients receive strategic advice on financial decision-making and operational efficiency improvements.
People
Brian Liebert
CEO & Founder
Licensed CPA and MBA from Duke's Fuqua School of Business with over 15 years in public accounting and entrepreneurship. Founded Liebert Associates to deliver exceptional client experiences through innovative accounting solutions.
Tommy Roberts
Tax & Accounting Manager
CPA with 20+ years of experience in tax strategy and corporate finance, serving businesses from startups to global enterprises. Specializes in strategic financial analysis and client-focused accounting solutions.
Jennie Ledesma
Tax & Accounting Manager
CPA with 12+ years of experience supporting small businesses and high-net-worth individuals. Graduated from Boston University with expertise in tax compliance and personalized financial planning.
Laura Cozza
Tax Director
Enrolled Agent with 20+ years of tax expertise, including 5 years as an IRS auditor. Specializes in tax resolution and strategic planning, leveraging insider knowledge to benefit clients.
Dena Darroch
Accounting Director
Certified bookkeeper with a master's in accounting and over 10 years leading client accounting teams. Focuses on delivering accurate, efficient bookkeeping solutions integrated with tax strategies.
Questions
What tax planning benefits do business owners receive?
Business owners gain proactive strategies to minimize liabilities, quarterly tax forecasting, and personalized checklists that reduce surprises while optimizing financial decisions.
How does your bookkeeping service differ from DIY options?
Our professional bookkeeping ensures IRS compliance, real-time financial insights, and error prevention through expert management, freeing you to focus on business growth.
Do you work with freelancers and solopreneurs?
Yes, we specialize in serving freelancers and solopreneurs with tailored tax strategies, financial planning, and systems designed for variable income streams.
What qualifications does your team hold?
Our team includes CPAs, Enrolled Agents, former IRS auditors, and tax professionals with 12-20+ years of experience in accounting and financial strategy.
How do you handle IRS audits or disputes?
We provide audit representation and resolution services using expertise from former IRS auditors to negotiate favorable outcomes for tax disputes and debt settlements.
