Considered counsel for the decisions that shape your wealth.
Two decades of tax strategy and financial leadership — from J.P. Morgan and Intuit to Frisco's businesses, nonprofits, and families.
A firm built on precision and trust.
Frisco Tax & Finance Solutions PLLC partners with closely held businesses, nonprofit organizations, and individuals who require sophisticated tax and financial guidance — delivered with discretion.
From entity formation and multi-year tax planning to investment strategy and estate preparation, our work is grounded in a single belief: financial clarity is the foundation of every confident decision.
How we serve.
Tax Planning & Preparation
Multi-year strategies that minimize liability for individuals, businesses, and trusts.
Entity Formation
Formation of LLCs, C corporations, and S corporations with strategic guidance.
Financial Advisory
Annuities, IRAs, mutual funds, 529 plans, and retirement income planning.
Estate & Legacy
Long-term care, life insurance with cash value, and intergenerational planning.
Julia Jacob
Twenty years of tax expertise. Former J.P. Morgan. Currently Intuit.
Widely respected across the finance field, Julia is recognized for her distinguished character and ability to articulate complex financial concepts with rare clarity.
SMU Cox Business School valedictorian, 2002. B.S. in Accounting from UT Dallas with a minor in Management Information Systems.
Thoughtful advice, when it matters most.
Every engagement begins with a private consultation. We listen first, then build a plan tailored to your circumstances.
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