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Juan J. Williams

Juan J. Williams

CEO & Tax Adviser

Nvisionit Financial Solutions

Dallas, TX

2 reviews  •   Write a Review

Call 972-919-• • • •  Show

3010 Lbj Freeway, Ste 1200

Dallas, TX 75234

Millions of people are not attaining any wealth because of a lack of financial education. I've spent the last 10 years of my life helping people lower taxes, terminate debt and increase cashflow so they could build income producing assets. With our proven Success system we can help you also.

Services Provided by Juan J. Williams

Financial Planning, Tax Preparation, Tax Planning, IRS Representation, Business Owner Taxes

Specialties:
Home business start up, Tax Preparation, Tax Planning, w-4 Allowance adjustment : Debt Counceling
Payment
  • Commission
Languages
  • English

Background Information for Juan J. Williams

Education
  • American Institute of Banking, SMU
    Business
    1985
Licenses & Credentials
  • Personal Financial Specialist
Associations

  • Senior Vice President
    2003-Present

  • Member
    2010-Present
Awards
  • 2000 — Executive Director Leadership Award (Maxxis 2000, Inc)
Previous Work Experience

CEO & Tax Adviser Nvisionit Financial Solutions

2003 —  Present

Recently Answered Questions by Juan J. Williams

Showing 3 out of 3 Answered Questions:

1 of 2 people found this helpful
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A good tax preparer should disclose approximate cost before filing your return. Typically you should expect to pay in several ways: by the hour, by the form or by the return. I’ve seen costs range from $150-$700 or more in some cases. It’s always a good idea to discuss these cost with your preparer first. Please note that you should never have to pay a % of what your refund is unless its on an amended return. I hope this helps…Juan Williams, Your Tax Adviser

4 additional answers | Answered about 3 years ago
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It’s always a good idea to use a tax adviser/preparer to do your taxes because they are working with sometimes hundreds of individual returns with different scenarios. I can’t tell you the number of returns I have corrected because of errors due to Taxpapers not knowing all the credits, deductions and loopholes in the tax code. Having a second opinion can result in hundreds of dollars in tax savings each year. In addition, the tax planning tools you should receive from your advisor can go a long way in helping you save future tax dollar. Juan Williams, Your Tax Advisor.

2 additional answers | Answered about 3 years ago
1 of 2 people found this helpful
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As a small business owner, you can operate your business as a “Sole Proprietor” without getting any business license. The IRS says on Schedule C “Profit and Loss Statement” that you don’t need a business name or a EIN number to operate your business. It would be beneficial to get a DBA name for your business from your city so that you can open your business account and make your business more respectable. Keeping accurate records of income and expenses can then be quickly filed on a 1040 & Schedule C! Juan Williams, Your Tax Advisor

3 additional answers | Answered about 3 years ago

Reviews of Juan J. Williams

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by Anonymous
ago

Very knowledgable and helpful

I have been knowing Juan since 2011 and have been very very happy with his services.. he has been able to help my family and friends with his expert advise.

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Duration: current

Services: Tax Preparation, Tax Planning, Financial Planning, College Savings

Trustworthy
Responsive
Knowledgable
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by Lily
ago

Best Tax Preparer in Dallas

Going to Nvisionit you not only get your taxes done but a full review of past tax returns and future tax planning. Juan will work with you to come up with a plan to greatly reduce your taxes, get of text and receive the best financial advise. Yo ...
+ Read Full Review

Duration: current

Services: Tax Planning, Financial Planning, Tax Preparation, Alternative Investments

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives