About Us

Learn how to get the most of the tax system for both corporate and individual income.

Story of our Company

Regents Tax and Insurance Agency, based in Plano, TX, provides a full range of Tax Preparation, Insurance, and Notary Services.

We provide individual tax preparation with the personalization that software packages can’t. We keep up-to-date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new business, new home, or inheritance. As a insurance and tax firm, we adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.

We have developed this website to keep you up-to-date with the latest tax law changes and tax planning strategies. Let us simplify your life! Need a copy of your tax return? Get it fast by accessing your documents anytime with our password secure lockbox. Want the latest tax deadlines delivered to your e-mail box? Sign up for our e-mail client newsletter full of valuable tax planning strategies.

We have developed a unique system that makes it quick and easy to file your taxes. Whether you live overseas, or simply prefer to work with a tax professional remotely, you will find our services are the right fit. We provide the same level of service online that you would receive sitting in our office, and we utilize the most secure methods in transmitting your private information.

Services offered include:

  • Tax Return Preparation
  • Strategic Tax Planning & Consulting
  • Business Consulting
  • Financial Planning
  • Insurance Services
  • Notary Public

If you have questions or would like to make an appointment, please contact us via info@regentstax.com or by phone at (469)224-0475. We look forward to helping you achieve your financial goals.

Meet the Team

Insurance can be complicated. We focus on keeping it simple and assisting our clients through the process of selection and utilization of their benefits and Insurance needs.

We are very engaged in our community working to help meet the growing needs of our clients mentally, emotionally and financially.  We don’t advise on insurance and walk a way.  We make every effort to stay engaged with our clients throughout the year via events, social media and other forms of communication. 

We consider it a privilege to serve our community by providing protection and support for the people and things we love most. 

Tax Professional

Get in Touch

Monday -Friday 9:00am - 7:00pm

All Services are available online 24/7

Write an email

info@myregentsfinancial.com

Call Us

Office: 469-224-0475
Fax: 855-621-2055

Follow Us:

Address:

1201 E 15th St Ste 410
Plano, TX 75074
Across from City Hall