Business Details
11 Years
experience
Trusted Tax Credits & Business Insurance Solutions in Garland
DallasMMS has been proudly serving the Dallas-Fort Worth area for over a decade, specializing in innovative solutions to protect businesses and individuals through strategic tax credits, self-insurance plans, and precious metals investments. Our team combines deep expertise in IRS-compliant R&D tax credit programs with customized insurance strategies to help clients retain capital and mitigate risks. We pride ourselves on identifying underutilized federal programs, such as the Reagan-era R&D tax credit and captive insurance solutions, to deliver measurable financial benefits. With a focus on small to mid-sized businesses, we provide personalized guidance to navigate complex tax regulations and insurance frameworks.Our locally owned operation in Garland, Texas, emphasizes community engagement through active participation in local organizations and direct client support. By maintaining partnerships with industry leaders like Champion Health Inc. and Miles Franklin Precious Metals, we offer clients access to exclusive programs and services. Our approach prioritizes transparency, compliance, and long-term client success through continuous education and tailored financial strategies.
Services
R&D Tax Credits
Self-Insurance Plans
Precious Metals Brokerage
Tax Compliance Consulting
Employee Benefit Programs
Details
- Year established: 2015
Highlights and features
- We have over 10 years of experience in Dallas-Fort Worth tax consulting.
- Our team specializes in Reagan-era R&D tax credit programs.
- We offer IRS-compliant captive insurance solutions for risk management.
- Our local ownership ensures personalized, community-focused service.
- We maintain partnerships with industry leaders like Champion Health Inc.
What people say
Expert tax guidance
Personalized service
Community-focused approach
Effective R&D credit help
Transparent pricing
Services
R&D Tax Credits
We help businesses recover unclaimed R&D tax credits through IRS-compliant processes. Our specialists identify qualifying activities like equipment modifications, workflow improvements, and engineering experiments. Clients benefit from potential refunds up to $1M with guaranteed error-free calculations.
Self-Insurance Plans
Our captive insurance solutions let businesses control risk management funds while maintaining tax advantages. This Reagan-era program allows premium retention with IRS thresholds up to $2.8M annual written premiums. We guide clients through IRS 4-part test compliance and implementation.
Precious Metals Brokerage
We facilitate physical gold and silver investments through Miles Franklin, a leading North American broker. Services include IRA rollovers, secure delivery, and buyback guarantees. Clients access Brinks storage options in Texas with fully insured FedEx shipping for all transactions.
Employee Benefit Programs
Our Champ Plan offers IRS Code 125 cafeteria plans that reduce payroll taxes while enhancing employee benefits. Businesses save up to $573,600 annually with 1000 employees through pre-tax contributions for medical services and virtual healthcare access.
Tax Compliance Consulting
We provide expert navigation of complex tax regulations including R&D credit documentation and captive insurance compliance. Our team ensures all filings meet IRS requirements while maximizing client financial benefits through strategic interpretation of tax codes.
People
Scott Richardson
Owner & Tax Specialist
Scott Richardson leads DallasMMS with over 15 years of tax consulting experience. He specializes in R&D credits and captive insurance programs, holding NPN #1275167 as Champion Health agent. Active in Garland community initiatives.
Zachary
Community Outreach
Zachary manages local engagement efforts, representing DallasMMS at Garland Food Pantry and community events. He coordinates client support for self-insurance programs and precious metals investments.
Questions
What R&D tax credits qualify for refunds?
Custom tools, workflow improvements, equipment modifications, and field trial-and-error activities qualify under IRS 4-part test requirements.
How do self-insurance plans save money?
Businesses retain premiums in controlled accounts, reducing taxable income while maintaining coverage. IRS allows up to $2.8M annual premiums with favorable tax treatment.
Can startups claim R&D credits?
Yes, even unprofitable businesses qualify. Credits can be amended for past 3 years or carried forward indefinitely regardless of current profitability.
What metals investments do you offer?
Physical gold and silver delivery with buyback guarantees. Services include IRA rollovers and secure storage through Miles Franklin's Dallas and Euless facilities.
How do employee benefit plans reduce taxes?
Champ Plan uses pre-tax contributions for medical benefits, reducing FICA taxes. Employers save $47.80/month per employee through payroll tax reductions.
