Maximize your refund with trusted tax professionals.
Email us at info@societyofwealth.com
Maximize your refund with trusted tax professionals.
Email us at info@societyofwealth.com
Let’s Build a Tax Strategy That Supports Your Business
Tax Strategy Isn’t Optional When You’re Paying Six Figures to the IRS
Our Tax Advisory Program functions as a private office for entrepreneurs and entities navigating six-figure tax liabilities.
At The Society of Wealth of Galveston, We help high-earning businesses and individuals preserve wealth, reduce liability, and operate with total clarity—all through intelligent, year-round tax advisory.
What are you NOT doing that’s costing you?
Most high earners are overpaying.
Often by tens or hundreds of thousands...
...simply because no one on their team is thinking strategically. They have a CPA. They have a bookkeeper. But they don’t have an advisor sitting at the table, looking ahead.
That’s where we come in.
Here’s what our clients count on—every month, every quarter,
Multi-Entity Expertise
Multi-Entity Expertise
Multi-Entity Expertise
From real estate holdings to pass-through businesses, we identify where your structure is leaking money—and how to stop it.
Strategic Forecasting
Multi-Entity Expertise
Multi-Entity Expertise
We don’t just respond to your numbers—we model them, project them, and use them to keep your tax position secure.
Concierge-Level Access
Multi-Entity Expertise
Concierge-Level Access
You won’t get generic advice or junior staff. You’ll work directly with a senior tax strategist who knows your business inside and out.
You don’t need another vendor...
You need a trusted partner.
Someone who can sit at the strategic table and see around corners.
Hi, I’m Jacqueline Richardson, I created this firm for clients who’ve outgrown “tax prep.”
With over 40 years of advisory experience we work precisely, and proactively, so you stay in full control of your income and your time.