Family Office Accounting & Tax Services in Dallas

We help Dallas-area family offices minimize taxes, streamline complex financial structures, and preserve their legacy with the strategic support, discretion, and personal attention they deserve.


Managing multi-generational wealth requires more than routine accounting.

When your family manages significant assets across multiple entities, investments, and generations, you need more than transactional tax filing. You need a proactive team that understands the complexity—and the responsibility—of stewarding family wealth.

Hall Accounting Company supports Dallas-area family offices and nationwide with comprehensive accounting and tax solutions tailored to the unique needs of high‑net‑worth families. Our work goes further than compliance; we help you reduce tax exposure, coordinate with estate and wealth advisors, and maintain clarity across every part of your financial world.

With a background serving sophisticated family groups—including a family oil & gas office with 35+ entities—our team combines big‑firm expertise with the accessibility, responsiveness, and personal service of a boutique CPA firm.

A Strategic Partner for Multi‑Generational Wealth

Who We Serve

Our family office services are ideal for:

  • Multi-Generational Families managing wealth across parents, children, and grandchildren.
  • Business Owners in Transition preparing for exits and planning long‑term wealth transfer.
  • High‑Net‑Worth Individuals with complex holdings and high tax exposure.
  • Families Managing Multiple Entities including investment properties, partnerships, trusts, and operating businesses.

We work best with families who want a single, trusted partner to oversee the entire accounting and tax function—not just isolated tasks.

Family Office Solutions

Our service model delivers comprehensive support across every layer of your financial ecosystem.

  • Tax Planning & Strategy

    We take a year‑round approach to minimizing your tax burden through our tax planning services. Our team develops coordinated tax strategies across all entities and family members, identifying opportunities that extend far beyond annual preparation.

  • Estate & Succession Planning

    Preserve wealth across generations while maintaining flexibility and control. We also work closely with your attorneys to support long‑term estate planning, structuring trusts, supporting business succession, and minimizing estate taxes.

  • Financial Reporting & Oversight

    Gain complete visibility with consolidated reporting across all entities, investments, and trusts. Families with real estate portfolios also benefit from our real estate accounting services. We provide monthly accounting packages, cash‑flow oversight, and the financial insights your family needs to make informed decisions.

  • Personal & Business Bill Pay

    For families that require additional support, we can manage personal and business bill pay across properties, investments, and individual obligations—ensuring accuracy, timeliness, and confidentiality.

  • Investment Tax Optimization

    We work closely with your wealth managers to maximize after‑tax returns. From tax‑loss harvesting to opportunity zone strategy, we ensure investment decisions align with an effective tax plan.

  • Multi‑Entity Management

    Simplify the administration of multiple LLCs, S‑corps, partnerships, and trusts. We handle the accounting, coordination, and reporting so your family has a single, accurate view of its consolidated position.

  • Charitable Giving & Wealth Transfer Planning

    We provide tax projections and planning support for donor‑advised funds, charitable trusts, income shifting, and multi-generational wealth transfer. When needed, we coordinate with external specialists to ensure seamless execution.

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A More Personal, More Responsive Experience

Families choose us not only for technical ability, but because of how we work:

  • Hands‑on, concierge‑level support with limited client capacity for higher focus.
  • Proactive communication—the No. 1 reason clients move from other firms.
  • Regular touch points including monthly accounting reports and quarterly tax projections.
  • Collaboration with your advisors via email, Zoom, or in‑office meetings.

Our fixed monthly fee model ensures comprehensive, all‑inclusive service without hourly surprises.

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Frequently Asked Questions

  • What services does a family office accountant provide?
    A family office accountant supports high‑net‑worth families with multi‑entity accounting, tax planning, consolidated reporting, trust accounting, bill pay services, and coordination with wealth managers and estate attorneys.
  • How do family office tax services work?
    We take a year‑round approach—monitoring your tax position, preparing quarterly projections, coordinating across all entities, and identifying strategies to minimize your overall effective tax rate.
  • What is multi‑entity accounting?
    Multi‑entity accounting centralizes reporting and oversight across all LLCs, partnerships, trusts, and investments your family controls, giving you one clear financial picture.
  • When does a family need a CPA experienced in high‑net‑worth tax planning?
    Most families benefit when tax complexity grows, such as after the sale of a business, the acquisition of multiple properties, the formation of trusts, or when significant investment activity begins. A family office CPA ensures nothing falls through the cracks across generations or entities.

Ready to Simplify Your Family’s Financial Management?

Schedule a confidential consultation to discuss your family office needs. We’ll review your current structure, identify opportunities to reduce complexity and tax burden, and outline a clear path forward.

Call 214.546.6887 or use the link below.

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