Looking For Advice You Can Trust From A South Dallas CPA?

WE GET IT.
AND WE CAN HELP.

A Turnkey Formula for Success in Business

Your Profit and Growth Expert

What Every Business Owner Should Know to Keep the Money You Make

Tax Planning

We have the expertise and knowledge you’re looking for in a tax professional and can help you navigate your options.

Strategic Business Coaching

Establish greater profitability and business efficiency.

Value Builder

We use a step-by-step process designed to remove you personally from your business, driving up its value and giving you back control over your time.

High Quality Comprehensive Tax Services

I have a feeling I know why you’re reading this right now.

We’ve worked with plenty of businesses that have to cobble together 9 different software programs to keep everything straight or just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy, and all the myriad components of an effective financial system for a business.

Am I close?

When businesses come to our “door,” they’re not just looking for a tax pro that can do the checks and balances to get yearly taxes filed.

They’re looking for a reliable, experienced professional in South Dallas who has industry-specific insight and tax know-how they can trust.

We know it can be difficult to keep up with tax law changes and new deductions, let alone keep your business financials in order. That’s why we’re here.

We know where to uncover tax savings no matter what industry your business is in, and we know how to help you no matter your business tax situation.

We’ll provide you with the best possible service to ensure your business is protected and you have peace of mind when it comes to the IRS.

Recent Post

Customer Stories

Thank you, Adam Wayne, for providing me with an informative and eye-opening tax consultation. What I appreciate most is your patience with all of my questions. You made sure that I left the meeting with an understanding of concrete action steps that I need to take to improve my tax liability for 2022. Your professionalism and expertise were refreshing.

Dee Maddox

Jul 12th, 2022, 9:53am

I began working with Adam and Neway a few months ago and have already learned so much about how to healthily operate my business finances. Adam has consistently been readily accessible, responds quickly, and uses clear language to help me understand what I need to do to structure my business finances. He also offers other useful financial resources and referrals such as financial planning and advising. I look forward to observing my business growth over the next several months with the help of Neway.

Jasmynn Abernathy

Sep 13th, 2021, 6:10pm

Adam Wayne is a fantastic CPA, truly one of the best out there! He is highly knowledgeable, professional, and responsive. As a new business owner, Adam has provided me with instrumental guidance not only when it comes to accounting, but also CFO-type services for my company. He has also advised me on the Profit First model, which has been exceptionally helpful. Whenever I have a question for him, he gets right back to me. If you're looking for an accountant and/or financial advice for your business definitely reach out to him, you'll be thankful you did!

Rebecca Babcock Fenerci

Sep 10th, 2021, 11:13am

I will admit, tax season is not the most exciting time for me, but it is great when you find an income tax professional that makes the process easy and comfortable for you. Neway Financial has the best customer service, quickest turnaround, and they are very knowledgeable about the latest tax laws and adjustments. Yes, you can always file your taxes yourself, but it’s much easier having a team of professionals do the work for you. I’ll be a customer for a long time to come.

Dwight Blair

May 26th, 2021, 8:56pm

Adam is very informative, patient, and responsive. I know absolutely nothing about accounting, and he explains it until I understand it. He is also very professional and kind. I recommend him to all of my colleagues. Thank you, Adam!

A New Healing

Jan 4th, 2021, 9:21pm

Neway Financial Management is one of the best financial services we have used. They take care of all of our tax needs for our business. They are very knowledgeable and provide excellent customer service. If you need a good financial management company, Neway Financial Management Company is for you.

Briggette Downs

Dec 31st, 2020, 11:32am

Looking for Advice

YOU CAN TRUST?