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Tolleson Wealth Management

Financial planner

5.0· 1 review on Google · as of Nov 5, 2026

Tolleson Wealth Management in Dallas, Texas is listed as a CPA in the IRS federal preparer directory, with tax advisory & planning on record as a practice area. 3 IRS-registered tax preparers at this firm (3 CPAs). As of November 5, 2026, the Google Business listing for Tolleson Wealth Management showed a 5.0-star rating from 1 review.

Tolleson Wealth Management does not participate in TaxScout — requests sent through TaxScout do not reach it. Details above come from public IRS and business records.

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All tax preparers in Dallas, TX →All tax preparers in Texas →Data last verified: Nov 5, 2026IRS data as of: Oct 23, 2026

5500 Preston Rd, Dallas, TX 75205

CPA in the IRS federal preparer directoryListed in the IRS federal preparer directoryState licence not verified by TaxScout
Specializes in
Tax Advisory & Planning
Languages
English
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About this practice

Tolleson Wealth Management operates from 5500 Preston Rd, Dallas, TX 75205 in Dallas, Texas. TaxScout has not independently verified a Texas State Board of Public Accountancy licence for this practice.

On Google Business Profile, the firm is categorized as a financial planner.

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