Case Studies
Affluent Business Client Case Study
A client comes to Chandler & Knowles after gaining millions on a new business venture that grew overnight. Our client was overwhelmed with the complexity of a new tax situation...
Stock Inheritance Case Study
A client experienced personal obstacles after the death of both parents which resulted in obstacles related to inherited stocks...
Audit Prevention Case Study
A client comes to Chandler & Knowles after suspecting that the CPA they hired to handle their financials was not protecting the interests of their business...
Financial Planning Case Study Family Inheritance
A family comes to Chandler & Knowles CPAs in need of financial planning after receiving a significant inheritance...
Reducing RMDs Case Study Charitable Giving
A retired CEO comes to Chandler & Knowles CPAs in need of reducing his RMDs to avoid a higher tax bracket...
Annuity Buyout Case Study
A couple comes to Chandler & Knowles CPAs seeking guidance on why to accept or reject a substantial annuity buyout...
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"I recommend Chandler & Knowles CPA's without hesitation, and we look forward to working with Rochelle, Kristy and the rest of the C&K staff for another 7 years and beyond!"
~ Tony Rex, CEO of Medical Experts of Texas, P.A./Premier Inpatient Management Services, LLC
They are a great company to trust with all of your tax needs. They are good people and I enjoy my relationship with them. And it truly is a relationship, not just a service I use once a year.
~ Rick Schenck, UPS Business Owner
Great people. Effective. Efficient. Competent. Unlikely you would find a better, or even equal, CPA firm in the DFW Metroplex, and likely in the State.
~ Todd Benton
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~ Tracy Richards