Mrs.Tori's Advisors

Mrs.Tori's Advisors "Mrs. Tori’s Advisors offers expert financial consulting for businesses of all sizes. Mrs.

With 10+ years as a CFO for multimillion-dollar enterprises, we deliver insights and best practices to optimize efficiency, resource management, and overall performance" Tori's Advisors is a team of experienced financial professionals dedicated to providing comprehensive financial consulting and support for businesses. With a wealth of expertise in financial management, accounting practices, and s

trategic growth, we focus on helping our clients achieve their financial goals. Our team is committed to implementing best practices, optimizing resources, and delivering tailored solutions that drive success. Whether launching new divisions or securing funding, we partner with businesses to navigate challenges and seize opportunities for growth.

Your 2025 individual income tax return can provide a treasure trove of tax-planning ideas for 2026. We can dig into your...
06/15/2026

Your 2025 individual income tax return can provide a treasure trove of tax-planning ideas for 2026. We can dig into your 1040 and uncover potential strategies you can implement this year to reduce your 2026 taxes. We also can assist with filing extended 2025 returns. Call us at (469) 222-6404 to set up an appointment.

Boat owners may qualify for federal income tax breaks — but only if the boat meets specific requirements. For example, a...
06/12/2026

Boat owners may qualify for federal income tax breaks — but only if the boat meets specific requirements. For example, a vessel with sleeping, cooking and toilet facilities could qualify as a home for the mortgage interest itemized deduction. Itemizers may also be able to deduct eligible state and local sales tax paid on a boat, subject to applicable limits. Vessels used in bona fide businesses, such as charter fishing or sightseeing, can generate deductible business expenses. Before assuming your boat delivers tax savings, contact us at (469) 222-6404 to learn more. We can help determine your vessel’s eligibility and provide guidance on substantiating any write-offs.

If you own foreign assets and fail to properly address them in your estate plan, unexpected tax outcomes can result. For...
06/10/2026

If you own foreign assets and fail to properly address them in your estate plan, unexpected tax outcomes can result. For example, if you’re a U.S. citizen, your worldwide assets are potentially subject to federal gift and estate taxes, regardless of where you live or where the assets are located. So, if you own assets in other countries and the assets are subject to estate, inheritance or other death taxes in those countries, there’s a risk of double taxation. Call us at (469) 222-6404 to learn more about how to properly account for foreign assets in your estate plan.

Even when your finance and accounting (F&A) team seems to be firing on all cylinders, they may feel burdened with heavy ...
06/09/2026

Even when your finance and accounting (F&A) team seems to be firing on all cylinders, they may feel burdened with heavy workloads and tight deadlines. Bringing in an external accountant can ease the pressure on your internal team and keep your business running smoothly behind the scenes. If your accounting and bookkeeping workload is piling up, we’re here to help. Call us at (469) 222-6404 to learn how we can support your business.

While the thresholds for the 3.8% net investment income tax (NIIT) have remained unchanged since the NIIT went into effe...
06/08/2026

While the thresholds for the 3.8% net investment income tax (NIIT) have remained unchanged since the NIIT went into effect in 2013, taxpayer incomes have generally grown significantly. So more taxpayers are getting hit with this additional tax. The NIIT applies to the lesser of your net investment income or the amount by which your modified adjusted gross income exceeds the applicable threshold. And it kicks in long before the top short- and long-term capital gains rates apply. We can help you manage potential NIIT exposure. Contact us at (469) 222-6404.

Are rental real estate activities eligible for the qualified business income (QBI) deduction? The answer is a distinct “...
06/05/2026

Are rental real estate activities eligible for the qualified business income (QBI) deduction? The answer is a distinct “maybe.” This tax break allows eligible sole proprietors and owners of “pass-through” entities to deduct up to 20% of QBI. Pass-through entities include partnerships, S corporations and most limited liability companies. However, income from a rental real estate activity is QBI only if the activity rises to the level of a trade or business or meets an IRS safe harbor, which generally requires separate records, sufficient rental services and specific documentation. Various limits and other restrictions also apply. Call us at (469) 222-6404 to learn more.

If you’d like to help a charity for a period of time but ultimately benefit one or more heirs and potentially save gift ...
06/03/2026

If you’d like to help a charity for a period of time but ultimately benefit one or more heirs and potentially save gift and estate taxes, consider a charitable lead trust (CLT). You transfer assets to the irrevocable CLT and the charity receives payments from it for a term of years. When the term expires, the remaining assets are distributed to the CLT’s beneficiaries. The CLT assets can include publicly traded securities, real estate, business interests and even private company stock. Call us at (469) 222-6404 for more details.

Are tax problems weighing on you? If you’re facing IRS notices, unfiled tax returns or mounting tax debt, acting quickly...
06/02/2026

Are tax problems weighing on you? If you’re facing IRS notices, unfiled tax returns or mounting tax debt, acting quickly can make a difference. We can help you evaluate resolution options and work with the IRS to possibly reduce the burden. Call us at (469) 222-6404 to discuss your situation and explore next steps.

A mission statement is a concise, formal declaration of a business’s core purpose. The right one can serve as a rallying...
06/01/2026

A mission statement is a concise, formal declaration of a business’s core purpose. The right one can serve as a rallying cry for employees and a powerful marketing tool that attracts customers and drives revenue. So, whether you’re writing one for the first time or revising it during a rebrand, craft yours carefully. It can have a surprising impact on your bottom line. Please call us at (469) 222-6404 for help aligning your company’s core purpose with its financial parameters and strategic objectives.

Does your business provide complimentary on-site food and beverages for employees? The rules for deducting certain busin...
05/29/2026

Does your business provide complimentary on-site food and beverages for employees? The rules for deducting certain business meals have changed. Beginning in 2026, employers generally can’t deduct 1) meals treated as de minimis fringe benefits, or 2) employer-provided meals that are excludable from an employee’s income and provided for the employer’s convenience on business premises. For the 2025 tax year, generally the former were 100% deductible and the latter were 50% deductible. Contact us at (469) 222-6404 to discuss whether this change will affect your company and how to plan accordingly.

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Irving, TX

Opening Hours

9am - 5pm

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