About Us
Tax Strategy Built on Trust & Results
Since 2013, Aquila Financial & Tax Services has helped individuals, small business owners, and high earners protect their hard-earned money through proactive, strategic tax planning.
What Drives Us
Our Values
The people who pay the most in taxes are the uninformed. Our mission is to change that — for every client, at every income level.
Proactive, Not Reactive
We plan your taxes before the year ends, not after. Every strategy is designed to reduce your burden before it materializes.
Results-Driven
We measure our success in dollars saved. If a strategy doesn't put money back in your pocket, we don't recommend it.
Year-Round Partnership
Tax planning isn't seasonal. We're your team on call every month, ready to advise on every financial decision.
Transparent & Trustworthy
No hidden fees, no surprises. We explain every strategy in plain English so you understand exactly how your money is being protected.
The Team
Meet Your Tax Strategists
Founder & CEO
James Aquila, EA
CEO & Founder • Certified Tax Coach
With over 13 years of experience as an Enrolled Agent and Certified Tax Coach, James founded Aquila Financial & Tax Services in 2013 to deliver proactive, strategy-first tax planning that most firms simply don't offer. His approach goes far beyond filing returns — he architects comprehensive tax strategies that save clients thousands to tens of thousands annually, from first-time filers to high-net-worth individuals.
Jonathan Parker
Tax Consultant
Jonathan brings sharp attention to detail and a strong understanding of tax regulations, serving clients across Dallas and the South Central region.
Fatmy Diaw
Tax Consultant
Fatmy combines deep tax knowledge with a passion for helping clients navigate complex financial situations, ensuring every return is optimized.
Steven Rodriguez
Tax Consultant
Focused on business entity returns and estimated tax planning, Steven helps business owners stay ahead of their tax obligations year-round.
Heather Williams
Tax Consultant
Heather is dedicated to making the tax process seamless for every client, with expertise in individual returns and personalized tax guidance.
Cardea Wells
Tax Consultant
Expert in tax preparation with a client-first approach, ensuring every return is thorough, accurate, and optimized for savings.
Our Office
Galleria Office Tower One
Located in the prestigious Galleria area of North Dallas, our office provides a private, professional environment for in-person consultations. We also serve clients nationwide through virtual meetings.
Address
Galleria Office Tower One
13355 Noel Rd, Suite 1100
Dallas, TX 75240
Phone
214-888-4398
Hours
Monday – Friday: 9:00 AM – 6:00 PM
Saturday: By Appointment
Sunday: Closed
Are you a financial professional? Learn about partnership opportunities.
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.