Cypress Point Wealth Management, LLC in Dallas, Texas is listed as an Enrolled Agent in the IRS federal preparer directory, with tax advisory & planning on record as a practice area. 2 IRS-registered tax preparers at this firm (1 EA). As of November 5, 2026, the Google Business listing for Cypress Point Wealth Management, LLC showed a 5.0-star average across 2 reviews.
Cypress Point Wealth Management, LLC does not participate in TaxScout — requests sent through TaxScout do not reach it. Details above come from public IRS and business records.
Publicly listed contact for Cypress Point Wealth Management
From public business listings. TaxScout has not confirmed current availability, and this practice does not participate in TaxScout — requests sent through TaxScout do not reach it.
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3838 Oak Lawn Ave #1150, Dallas, TX 75219
Cypress Point Wealth Management, LLC operates from 3838 Oak Lawn Ave #1150, Dallas, TX 75219 in Dallas, Texas. TaxScout has not independently verified a Texas State Board of Public Accountancy licence for this practice. Enrolled Agents are authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS, a credential that requires passing the three-part Special Enrollment Examination and 72 hours of continuing education every three years.
On Google Business Profile, the firm is categorized as a financial planner.
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