Aquila Financial & Tax Services - Premium tax strategy consultation
Enrolled Agent • Certified Tax Coach • 4.8★ on Google

Most People Overpay on Taxes. We Fix That.

Whether you're a W-2 employee, small business owner, or high earner — Aquila Financial & Tax Services delivers proactive tax strategy through our proven 3 D's approach. Not just tax prep. Real planning that saves real money.

Serving individuals, small businesses, and high earners across Dallas and nationwide since 2013.

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Google Reviews

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Client Satisfaction

Who We Serve

Tax Strategy for Every Stage of Your Journey

From W-2 employees to small business owners to high earners — we build strategies that go far beyond basic tax prep.

W-2 Employees & High Earners

Whether you earn $50K or $500K+, there are strategies to reduce your tax burden. We help W-2 earners at every level — from maximizing standard deductions and credits to advanced investment-based strategies for higher incomes.

  • Maximize deductions & tax credits
  • Retirement plan optimization
  • Investment-based tax strategies
  • Child tax credits & dependent planning
Explore High Earner Strategies

Small Business Owners & Entrepreneurs

Whether you're a sole proprietor making $50K or a growing business at $500K+, the right tax strategy changes everything. Entity structure, deductions, retirement plans — we build a year-round plan that works for your size and stage.

  • Entity structuring (S-Corp, LLC, Sole Prop)
  • Section 179 & bonus depreciation
  • Retirement plan design
  • Quarterly tax planning
Get Your Tax Score™

What Our Clients Say

4.8★ on Google • 5★ on Bark • 91 Reviews

Our clients don't just file taxes — they gain a year-round partner who fights for every dollar they deserve.

Working with Jonathan Parker at Aquila Financial & Tax Services has been a fantastic experience. He was extremely thorough in reviewing my financial situation and provided excellent tax advice that gave me clarity and confidence moving forward. Jonathan is professional, highly knowledgeable, and took the time to explain everything in a way that was easy to understand. I truly appreciate his guidance and am glad to have him as part of my financial advisor team. Highly recommend!

Janet DuPree

Verified Google Review

We worked with Jonathan for the first time, so glad we did. We appreciate his approach and his willingness to educate. What I truly loved was Jonathan telling us "I want transformational for you not transactional" — it was exactly what we were looking for. Highly recommend Jonathan at Aquila.

Natasha A.

Verified Google Review

We've been working with Aquila Financial and Tax Services for over four years now, and Jonathan has been amazing every step of the way. He makes the tax process easy, explains everything clearly, and always helps us find ways to save money. Jonathan is professional, patient, and truly knows his stuff. We never feel rushed or confused, and he always takes the time to make sure we understand everything. If you need someone reliable and knowledgeable for your taxes, Jonathan and the team at Aquila are the best. We wouldn't go anywhere else!

Diana Smith

Verified Google Review

Steven Rodriguez made the entire tax process easy and stress-free. His expertise helped me maximize my deductions, and he took the time to explain everything clearly. He was very responsive and detail-oriented, ensuring my taxes were done accurately and on time.

Fatima Cano

Verified Google Review

My first year with Aquila Financial & Tax Services was great. Jonathan definitely knows what he is doing for small business owners and was an absolute wealth of knowledge for me as a 1099 employee. He shared so much information in our initial consultation that I felt confident he knew what he was doing and would save me money come April 15th — and he certainly did! Thank you, Jonathan. So blessed to have you on my side while navigating this tax season.

Sondra Lynn Mize

Verified Google Review

If you're looking for an honest & real person who understands the struggle and is willing to go above and beyond to get you your maximum refund, then STEVEN RODRIGUEZ is your person. He's humble and real — he really puts his heart into helping people.

Angie Rodriguez

Verified Google Review

Stellar service from Fatmy C. Diaw. She explained patiently and knowingly my numerous questions and was always so gracious about my inability to complete forms properly. I also thank her whole team for successfully finding ways to maximize my returns. I highly recommend their services.

Ghyslaine de Souza

Verified Google Review

Fatmy was so helpful — this was the first time I did my taxes as an independent and she was so patient with me. I'll definitely continue to do my taxes with her! Aquila Financial is the place to get your taxes done. She explained everything to me and walked me through all that I needed extra understanding in.

SaShi Channel

Verified Google Review

Need to file your taxes? Say no more — Fatmy Diaw at Aquila is your girl. What I love most about filing my taxes this year is that it was HASSLE-FREE. Fatmy guided me through the entire process. She is kind, patient and very down to Earth. Plus, the process was fast and very transparent. Thank you for all your help. I appreciate you.

Khady Gueye

Verified Google Review

$15K-$100K+

Avg. Identified Savings

198+

Strategies in Library

48hrs

Avg. Response Time

95%

Client Retention Rate

James Aquila, EA — Certified Tax Coach and Founder of Aquila Financial & Tax Services

Your Tax Strategist

James Aquila, EA

Certified Tax Coach • CEO & Founder

With over 13 years of experience, James and the Aquila team don't just prepare your taxes — they architect your entire tax strategy. As an Enrolled Agent authorized by the U.S. Treasury and a Certified Tax Coach, James works with everyone from first-time filers to high-net-worth individuals and growing businesses.

Enrolled Agent (EA)

IRS-authorized tax expert

Certified Tax Coach

Proactive strategy specialist

13+ Years Experience

Trusted by hundreds of clients

Dallas, TX

Galleria Office Tower One

Dallas skyline representing Aquila Financial and Tax Services presence

Stop Overpaying

Ready to Keep More of What You Earn?

Take our free Tax Score™ assessment to see your optimization score — or schedule a consultation with our team.

The information on this page is for educational and informational purposes only and does not constitute tax, legal, or financial advice. Tax laws are complex, subject to change, and vary by jurisdiction. Strategies discussed may not be suitable for every taxpayer. Consult a qualified tax professional for advice specific to your situation.