"Where Luxury Meets Tax Solutions"

Welcome to Lux Financial Solutions — where luxury meets tax solutions. I’m the founder and lead tax professional, bringing over three years of dedicated experience in the tax industry. With a background rooted in service and community—holding a Bachelor’s in Social Work and a Master’s in Social Science—I bring a unique, people-centered approach to financial solutions.
At Lux Financial Solutions, my mission is to simplify the tax process and elevate the client experience. Whether you’re an individual, small business owner, or entrepreneur, I’m here to provide accurate, efficient, and personalized tax services tailored to your financial goals.
Based in the heart of the Dallas-Fort Worth area, I proudly serve clients across all 50 states. With Lux Financial Solutions, expect professionalism, integrity, and a touch of luxury in every step of your tax journey.
Let’s make tax season smooth, stress-free, and successful.
Our team of experienced tax professionals will ensure that your individual / small business tax preparation is done accurately and efficiently, saving you time and money.
We offer comprehensive tax planning services to help you minimize your tax liability and maximize your deductions, allowing you to keep more of your hard-earned money.
Our bookkeeping services will help you stay organized and on top of your finances, enabling you to make smarter business decisions and grow your business.
Did you miss something on a previous tax return or need to correct an error? Our Amendments & Prior Year Returns service is here to help. Whether you received a notice from the IRS or simply realized you forgot to claim a deduction, we can file an amended return (Form 1040-X) to make it right. We also specialize in preparing and filing tax returns for previous years—ensuring full compliance and helping you recover any missed refunds.
Received a letter from the IRS or facing an audit? Don’t panic—we’re here to help. Our IRS Letters & Audit Assistance service provides expert support in understanding and responding to any IRS or state tax correspondence. Whether it’s a notice about a missing document, a proposed change, or a full audit, we’ll guide you through the process, represent your interests, and work to resolve the issue quickly and accurately.
“The more organized your documents, the faster and more accurately we can complete your return!”
• Full name, date of birth, and Social Security Number (SSN) or Taxpayer Identification Number (ITIN) for you, your spouse, and dependents
• Driver’s license or state-issued ID (if required)
W-2 forms from all employers
• 1099 forms (1099-NEC, 1099-MISC, 1099-K, 1099-INT, 1099-DIV, 1099-R, etc.)
• Self-employment income and expenses (Profit & Loss statements)
• Unemployment income (Form 1099-G)
• Social Security benefits (SSA-1099)
• Retirement income, pensions, or annuities
• Investment income (brokerage statements, stock sales)
• Rental property income and expenses
• Mortgage interest (Form 1098)
• Property tax statements
• Student loan interest (Form 1098-E)
• Tuition payments (Form 1098-T) and education expenses
• Childcare expenses (with provider’s name, address, and EIN or SSN)
• Medical and dental expenses
• Charitable contributions (cash and non-cash donations)
• Business expenses (self-employed)
• Mileage logs for business or medical travel
• Form 1095-A (Marketplace insurance)
• Form 1095-B or 1095-C (Employer-provided insurance)
• Bank account and routing numbers (for direct deposit of refunds)
• Last year’s federal and state tax returns
• IRS Identity Protection PIN (if you have one)
• Any IRS letters (CP01A, CP501, CP75, etc.)
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