Clients We Advise

Tailored Advice That Moves You Forward

We work with clients who need more than generic advice; they require a trusted advisor who brings tax, wealth, and investment strategy together with purpose. Through an integrated approach, we help simplify your decisions, protect what you’ve built, and position you to thrive in every season. We pair education with a CFO-level lens so your strategy feels clear, aligned, and tailored to the life you’re building.

Individuals & Families

Clear Guidance For Life’s Key Decisions

Managing taxes, investments, and life changes on your own can feel overwhelming. Duncan CPA & Advisor PLLC guides you with a coordinated tax-and-wealth strategy that brings every moving piece into alignment. We simplify choices, educate you clearly, and help you make confident decisions to help protect your lifestyle today and build the legacy you want for the future.

Pre-Retirees & Retirees

Move To And Through Retirement With Confidence

As retirement approaches, the fear of missing details or making the wrong move can be stressful. We help you turn complexity into clarity through integrated retirement, tax, and income strategies designed to preserve your wealth and support the lifestyle you’ve worked hard to achieve. With a CFO-level view on every decision, you can move into each season of retirement with confidence and control.

Business Owners

Streamline, Strengthen, And Grow Your Business

Owners often carry the weight of every financial decision while trying to run and scale the business. We bring together tax planning, accounting, and strategic financial guidance to relieve that burden and help you operate with precision. From entity structure to cash flow to long-term planning, we partner with you to implement the right steps—not just recommend them—so your business and personal wealth stay aligned.

College Athletes & NIL Earners

Maximize Opportunities And Realize Your Ideal Future

Young athletes earning NIL income often face decisions and responsibilities they’ve never encountered before. We provide clear, trustworthy guidance to help you manage your money wisely, navigate taxes, and build smart financial habits that last well beyond your playing years. With an advisor who understands the NIL landscape and treats your goals with the highest level of care, you can stay focused on your sport while building a strong financial foundation.

Partner With An Advisor Who Doesn’t Miss The Details

When you’re ready for a more elevated, fully coordinated financial experience, we’re here to help you move toward the future and legacy you envision.

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Frequently Asked Questions About Working With Duncan CPA & Advisor PLLC

Choosing an advisor is a meaningful decision, and most people want to understand how the relationship works before they begin. This FAQ brings together questions we often hear from families, retirees, business owners, and NIL athletes—so you can get a clear sense of what we do, how we work, and what sets us apart.

We integrate tax strategy, financial planning, accounting, and investment guidance into one coordinated approach. Instead of juggling multiple professionals, you get a CFO-level partner who sees your full financial picture and helps you make aligned, informed decisions at every stage of life.
We work with high-net-worth individuals, families, pre-retirees, retirees, business owners, and NIL-earning athletes who require more than basic tax prep or surface-level financial advice. Our clients value clarity, precision, and a long-term partnership rooted in education, trust, and excellence.
Yes. Duncan CPA & Advisor PLLC serves clients across the U.S. in both our tax and wealth management capacities. Whether local or remote, you receive the same high-level guidance, consistent communication, and personalized strategy.
Business owners often face overlapping tax, accounting, entity, cash flow, and long-term planning decisions. We help streamline those complexities by offering integrated solutions—from entity structure and payroll setup to tax reduction strategies and long-range business planning—so your business and personal wealth stay aligned.
We help student-athletes navigate taxable income, cash flow decisions, savings strategies, and responsible money management so they can build long-term financial stability. Our role is to simplify the process, protect their earnings, and provide trustworthy guidance during a formative stage of their career.

Our Planning Philosophy

Take a closer look at the tailored planning approach trusted by high-achieving individuals, families, business owners, and athletes.

Learn About Our Philosophy

Tax & Accounting Services

Learn how Duncan CPA & Advisor brings structure to reporting, compliance, and year-round financial decisions. 

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Get In Touch With Us

Reach our DFW-based tax and wealth team for guidance rooted in clarity, strategy, and personal CFO-level support. 

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