Financial Lifestyles LLC

Jean Schmisseur - President & Founder

Jean has a Masters of Public Administration (advanced training in how government systems work) and many years of experience.

Our passion is to help our clients navigate the complex world of taxes. Jean is an Enrolled Agent (NOT an IRS agent) and works with individuals and businesses to plan for and deal with taxes.

Our friendly Financial Lifestyles team provide tax planning, business tax consulting, bookkeeping, tax return preparation, and IRS representation services.

Financial Lifestyles is accepting new clients! We specialize in self employed and small business client needs. Industries we currently serve range from Real Estate to Dental businesses, Health & Wellness professionals; covering Mental Health and to local Entrepreneurs and Investors.



Financial Lifestyles LLC Tax Advisory and IRS Representation
Tax Planning

Continuing COVID-19 Protocols

As an appropriate response to the ongoing public health crisis, Financial Lifestyles LLC is suspending face-to-face meetings at our office until further notice.

Our secure online portal will allow us to exchange documents while e-mail and phone will still allow us to communicate with each other.

Stay well and remember to wear your mask not only to protect yourself, but to help protect others.

Your friendly, local Tax & Bookkeeping team at Financial Lifestyles.

Tax Planning

About Us

** To ensure we continue to provide our clients with our dedicated premium service, we are not accepting any new IRS representation clients until our current caseload is resolved. Our website will provide information on when we will be accepting new clients. **



Financial Lifestyles LLC, we are focused on providing tax reduction planning, IRS problem solving, and tax preparation services. Jean has three decades of experience helping people deal with government! She will be delighted to help you too!

We are proud members of the National Association of Enrolled Agents, the National Society of Tax Professionals, and the American Society of Tax Problem Solvers.

Call or email us if you have any questions, or if you aren't sure if we offer what you need. We do not provide investment advice, financial planning, or insurance and investment products. Our fellow members of the DFW Financial Wellness Group complete your team of professionals in these areas. We are happy to refer you to them and work with them on your behalf.

Why us?
We care passionately about helping people navigate the complex world of taxes.

Our President is an Enrolled Agent, has a Masters of Public Administration (advanced training in how government systems work) and many years of experience.

When you need help, we're here for you:
Call Us : (214) 842-8812
Email Us : info@financiallifestyles.com.

NAEA ASTPS NSTP

Meet The Team

Our Tax Services

Tax Planning

Tax Planning

No one wants to pay more than their fair share of taxes. We prepare a custom tax reduction plan for you, using legal strategies for reducing your tax bill. Keep YOUR money in your pocket.

IRS Representation

IRS Representation

If you have been contacted by the IRS, or worse, you have avoided them for years, then you need our help. We can handle any U.S. tax issue, for any person who has a U.S. tax obligation, debt or problem, no matter where they are in the world.

Tax Preperation & Filing

Tax Preperation & Filing

We carefully complete all federal and most state tax returns for you, so you don't have to spend your time and energy navigating the most complex puzzle in the world - the United States' tax code! We e-file all eligible forms for free.

Tax Preperation & Filing

Bookkeeping

We provide a variety of bookkeeping services for our clients including Intuit Quickbooks, Corporate Tax, and other ledger services. We work with you through preparation of your taxes, even previous years taxes, to ensure your Financial reports are accurate and up to date.

2020 Individual Tax Highlights

2020 Tax Highlights

Watch our video to help you understand all the tax changes and modifications that happened in 2020.