How an Attorney/CPA Can Help With Your Legal Needs

Forest Hill real estate lawyer certified public accountant

Fort Worth Business and Estate Planning Lawyers Helping Clients Address Their Financial Needs

Individuals, families, and businesses may work with a variety of professionals to address different types of needs. While this may make sense in certain situations, it can also be inefficient. In many cases, people can benefit by working with a single firm that provides assistance with both legal and financial concerns. An attorney who understands the financial implications of certain types of legal decisions can offer invaluable advice during transactions or when planning for the future. Clients can benefit significantly from working with a lawyer who is also a Certified Public Accountant (CPA).

At Gonzalez Law, PLLC, our founding attorney, Joe Gonzalez, is a CPA who has worked with families, small businesses, and other types of companies to address multiple types of legal and financial concerns. If you need to make decisions about how you will meet your needs while you provide for your family's future, we can assist you in putting the proper plans in place. We can help your business address multiple types of legal concerns while developing a successful strategy that will allow you to achieve your goals. We can also assist with matters related to your home or other property, ensuring that you take the proper steps to protect yourself financially during a transaction.

Benefits of a CPA When Addressing Legal Issues

Decisions about legal matters can have a significant financial impact. It is important for a family or business owner to understand both the immediate implications of the decisions they make and the long-term impact that these decisions may have on their income, assets, and taxes. To address these issues, many law firms will refer their clients to outside accountants who can advise them on the best ways to handle financial concerns. At our firm, we work to help our clients address their needs more efficiently by taking a big-picture approach and assisting with both financial and legal matters.

Our accounting experience allows us to help clients address multiple types of issues more effectively, including:

  • Estate planning - When planning for how to transfer assets to loved ones after a person's death, it is important to take proactive steps to avoid financial losses and minimize the taxes that may apply, including estate taxes, gift taxes, or capital gains taxes. We advise our clients on the most financially beneficial ways to create wills and trusts while ensuring that their assets will be protected and that they will have the means to support themselves throughout the rest of their lives.
  • Business formation - When establishing a new business or restructuring an existing company, owners and partners will need to make sure they understand the best ways to operate their business efficiently. We can advise business owners on the best ways to structure a company that will minimize the taxes they will be required to pay. Through our limited general counsel services, we can provide ongoing legal and financial support, ensuring that a company will be able to effectively implement its business strategy.
  • Real estate - There are multiple financial concerns that will need to be addressed when buying or selling property. Whether you are involved in a residential real estate transaction or will be leasing property to residential or commercial tenants, we can advise you on the tax implications that will affect you and other financial issues that you will need to address.

Contact Our Tarrant County Estate Planning and Real Estate Attorneys

Our firm believes in providing our clients with high-quality legal help while also making sure they understand the financial effects of the decisions they make. We believe in being as accessible as possible to our clients, and we can answer any questions you may have while ensuring you understand the options available to you at all times. Contact us today by calling 817-349-7330 to set up a free consultation and learn about our services. We assist with legal and financial matters in Dallas, Forest Hill, Arlington, Haltom City, White Settlement, Tarrant County, Saginaw, Plano, Richmond Hills, and Fort Worth.



1227 W. Magnolia Avenue, Suite 520
Fort Worth, TX 76104

Back to Top