Willard Tax & Financial

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Willard Tax & Financial Jason runs a full service Tax Preparation &Wealth Management Practice Jason runs a full service Wealth Management Practice

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
10/17/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Do you know the difference between a credit lock and a credit freeze?
10/16/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
10/15/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
10/14/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

There are billions in unclaimed dollars in the US. Is some of that yours?
10/13/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies t...
10/12/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
10/11/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
10/10/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
10/09/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
10/08/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Address

4000 Barranca Parkway, Ste 250
Prosper, TX
92604

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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