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Thrive And Move Boldly Toward The Legacy You Envision

Duncan CPA & Advisor PLLC is a tax, accounting, and wealth management firm serving clients in Dallas–Fort Worth, TX and nationwide. We provide clarity-driven, integrated guidance to simplify decisions, strengthen your wealth, and support the future you’re building.

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Integrated Services To Cover Every Detail

Personal Wealth
Services

Comprehensive planning designed to connect your goals, investments, taxes, and long-term strategy into one clear, coordinated approach.

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Business
Services

Guidance for owners who need structured planning, retirement plan support, and transition strategies that align goals and day-to-day decisions.


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Tax & Accounting
Services

Year-round tax planning, preparation, and accounting support built to keep your financial records organized, compliant, and aligned with your broader strategy.

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We Unify Your Strategy To Simplify Complex Wealth

We Unify Your Strategy To Simplify Complex Wealth

Duncan CPA & Advisor PLLC brings together integrated planning, CFO-level insight, and clarity-driven guidance to help high-net-worth families, business owners, and NIL athletes protect what they’ve built and move forward with confidence.


Adaptive Planning To Align Your Wealth With Opportunity

Adaptive Planning To Align Your Wealth With Opportunity

Our integrated approach brings tax strategy, wealth planning, and hands-on execution together under one advisor. With a clear understanding of your goals, values, and financial landscape, we help you move confidently toward the future you envision—protecting what you’ve built while unlocking new opportunities along the way.

Let’s Plan Your Bold Next Move Toward Your Ideal Future

Duncan CPA & Advisor PLLC is a tax, accounting, and wealth management firm that brings tax strategy, wealth planning, and implementation together. Together, we’ll map the steps that protect what you’ve built and move you toward the future you envision.

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We’re Built For Clients Who Expect More From An Advisor

We take a refined, detail-driven approach that turns complex financial decisions into a clear, aligned path—supported by ongoing expertise and a partnership built on earned trusted and excellence.

Individuals & Families

Individuals & Families

Individuals & Families

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Pre-Retirees & Retirees

Pre-Retirees & Retirees

Pre-Retirees & Retirees

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Business Owners

Business Owners

Business Owners

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College Athletes and NIL

College Athletes and NIL

College Athletes and NIL

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Financial Education To Move You Forward

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.
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Coordinate, Plan, And Execute With One Advisor

Drawing on 20+ years of corporate accounting, public audit experience, and a decade of running his own firm, Antoine brings a rare CPA-and-advisor perspective to every conversation. He unites tax insight, strategic planning, and hands-on execution to help you protect what matters and thrive in every season of life.

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