Tax planning and preparation for professionals with full lives
Your career is thriving, your life keeps getting fuller, and somewhere along the way your finances got more complex than a springtime tax appointment can handle. Village & Vine Consulting offers individual tax preparation, year-round planning, and support when the IRS comes calling, from a team that knows your whole picture and answers when you reach out.
Why whole-picture financial services make all the difference as your life gets more complex
Most professionals settle for a tax preparer who shows up in the spring, files what happened last year, and disappears until next time. That works fine until life stops being simple: marriage, a home purchase, stock compensation, a rental property, kids heading to college, retirement on the horizon. Suddenly there are more questions on the table, and the person preparing your return may not know enough to answer them.
Village & Vine Consulting looks at your whole picture, all year long
We're a family-run financial team led by Laura Strobel, a licensed Texas CPA, providing individual tax preparation, proactive planning, and IRS letter support as one ongoing relationship. Because we know your situation before tax season starts, we can time your estimated payments, adjust for income changes, and flag opportunities while there's still time to act on them. The result: a return you're confident in, no surprise bills in April, and answers to the big questions (retirement, gifting, life transitions) from a team that understands your goals.
Tax services, from straightforward filing to year-round strategy
Every tax situation calls for a different level of support, so we offer three engagement levels for individuals. Whether you simply need your return prepared well and filed on time, or you want a team modeling your tax picture all year, there's a tier that fits.
Annual Filing
Starts at $1,550/year
For the professional who knows their tax position well and needs accurate, secure preparation and filing.
Preparation and e-filing of your federal income tax return
Meetings to walk through your documents and your completed return
Secure digital portals and identity-protected signature systems
Estimated tax payments calculated from your current year's filing
Digital document storage for 4 years from filing
Filing & Planning
Starts at $2,250/year
For the professional who wants a proactive read on their taxes instead of waiting until filing day to learn where they stand.
Everything in Annual Filing, plus:
A November planning meeting to review withholding, estimated payments, and income changes, so there's no surprise liability in the spring
Priority preparation with guaranteed filing by April 15
Email and phone support with faster response times
IRS letter support for the tax year filed
Digital document storage for 5 years from filing
Year-Round Strategy
Starts at $5,050/year
For the professional with a complex or changing financial picture who wants year-round access and meaningful planning for life's transitions.
Includes everything in Filing & Planning, plus:
Two planning meetings per year (July and November) to stay ahead of your tax position
Estimated payments adjusted for known income changes, including capital gains
Premium support by email, phone, and text with 24-hour response time
IRS letter resolution plus up to 5 hours of audit support included
Digital document storage for 6 years from filing
What to expect when you work with our village
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Tell Us Your Story
It starts with a consultation call where we get to know your life, business, and goals. No prep required, no judgment about the state of your affairs. You'll walk away knowing if we're the right fit and what working together would look like.
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Customized Engagement
We build your engagement around what you need, from a twice-a-year review to full weekly support. Then we handle the setup and establish a communication rhythm that works for everyone.
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Financial Clarity
From there, we stay close. Proactive check-ins, tax planning, and a team that picks up when you call. Picture this: a financial foundation that keeps pace as your business grows.
Is Village & Vine Consulting right for you?
We work with professionals and families across Dallas, Fort Worth, and all of Texas, in person from our North Richland Hills office or virtually through Zoom meetings and our secure client portals.
Our individual services are an especially good fit if:
You're a high-earning professional with W-2 or 1099 income, and possibly investments, real estate, or a business interest layered on top.
You've opened an IRS letter and felt your stomach drop, or you worry every spring that something in your return is going to come back to bite you.
Your life has changed (marriage, home purchase, kids, an inheritance, retirement approaching) but your tax approach hasn't changed with it.
You want to understand the tax impact of a decision before you make it, whether that's selling an asset, changing jobs, or helping a family member.
You're tired of feeling talked down to or left in the dark by your tax team, and you'd rather have a team that explains things plainly and proactively.
Your complete tax picture, handled.
Everything you need to stay confident about your taxes, from one team that knows your whole story.
Tax Planning
Estimated Payments
Tax Preparation
Life Transition Planning
IRS Letter Support
Audit Support
I highly recommend Laura and her firm for tax and accounting needs. She has handled my taxes for over a decade, seamlessly navigating complex state laws as we've moved. She is highly responsive, meets every deadline, and keeps everything organized, making tax season as smooth as possible. Laura takes the time to explain complex tax matters in a way that's easy to understand, and her professionalism, patience, and attention to detail set her apart. I always feel confident that my information is secure with her, and the quality of her work far surpasses what I've experienced with other CPAs. I wouldn't hesitate to recommend her and her firm to anyone in need of expert accounting services.
— Sara B.
Frequently Asked Questions
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Tax preparation looks backward: it takes what already happened last year and files it accurately. Tax planning looks forward: it manages your withholding, estimated payments, and big decisions during the year, while there's still time to change the outcome. Most professionals only ever get preparation, which is why each year, April so often comes with surprises. Our planning tiers exist so you know your position months before you file, not the day you sign.
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We can usually help, but in complex cases we may need to send you to one of our trusted referral partners. Schedule a consultation with us to discuss your specific situation.
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Absolutely, and this is one of the most common reasons people come to us. Marriage, a home purchase, equity compensation, a rental property, an inheritance — each one changes your tax picture, and it's easy to fall a few years behind on strategy without realizing it. We'll review where things stand, catch what's been missed, and set you up so your tax approach finally matches your life.
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Most likely, yes — you're describing two different jobs. A financial advisor manages your investments and long-term plan; we handle the tax side: preparation, planning, estimated payments, and IRS matters. The two work best together, and we're happy to collaborate directly with your advisor (it's actually built into our process — it takes a village). If you don't have one, we can connect you with trusted professionals from our network.
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Continuity and depth. A seasonal service meets you once, files what you hand them, and won't be there in August when an IRS letter arrives. Our team, led by licensed Texas CPA Laura Strobel, is deeply collaborative and knows your situation year over year, plans ahead with you, explains your return in plain language, and picks up the phone when something unexpected shows up. Your taxes stop being an annual transaction and start being managed by a team who has your back.
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A good rule: when you start having questions your preparer can't answer, or when your income or life has outgrown a one-meeting-a-year relationship. Common signals include your first six-figure year, equity, stock options, starting a side gig, buying property, an IRS notice, or a transition on the horizon like retirement. If you're wondering whether your situation is "complex enough," it probably is, and a consultation call will tell you for sure.
Recently named the executor of an estate? Start with our free checklist.
Settling a loved one's estate is a bigger job than most people expect, and it usually arrives at the hardest possible time. Our Executor's Estate Administration Checklist walks you through the entire process, from the first few days through closing the estate, including the tax matters and common pitfalls that catch families off guard. Free to download, and yours to lean on whenever you need it.
Ready for a tax management team that grows with you?
The whole point of a village is that you never have to go it alone. Book a free consultation call and tell us your story. We'll listen, ask the right questions, and give you an honest answer about whether we're the right fit. Even if we aren’t, we can often point you in the right direction to a service provider who will fit your needs.