Meet the team


President and Founder


Para Planner and Tax Preparer


Tax Preparer



Why choose Financial Lifestyles?

At Financial Lifestyles LLC, we are focused on providing tax reduction planning, IRS problem solving, and tax preparation services. Jean has three decades of experience helping people deal with government and she will be delighted to help you!

We are proud members of the National Association of Enrolled Agents, the National Society of Tax Professionals, and the American Society of Tax Problem Solvers.

We do not provide investment advice, financial planning, or insurance and investment products. Our fellow members of the DFW Financial Wellness Group complete your team of professionals in these areas. We are happy to refer you to them and work with them on your behalf.

We care passionately about helping people navigate the complex world of taxes. Our friendly Financial Lifestyles team provide tax planning, business tax consulting, bookkeeping, tax return preparation, and IRS representation services.

We specialize in self employed and small business client needs. Industries we currently serve range from Real Estate to Dental businesses, Health & Wellness professionals; covering Mental Health and to local Entrepreneurs and Investors.

When you need help, we're here for you:

Call Us : (214) 842-8812

Email Us :