• Home
  • About
  • More
    • Home
    • About

  • Home
  • About
data:image/gif;base64,R0lGODlhAQABAAD/ACwAAAAAAQABAAACADs=
Learn More
Learn More

Lindsay Boswell Casey

  • BBA and MPA in Accounting with honors from UT Austin
  • Started career at KPMG LLP
  • Spent 7.5 years at Southern Wealth Management LLP
  • Passion for client service and strategic tax planning
  • Licensed CPA in Texas
  • Completed Capstone in Financial Planning at SMU


Our Financial Services

Compliance

  • Taxes: Ultra High Net-Worth Individuals, Family Groups, Trusts, Investment Partnerships
  • Estimated Tax Payment Coordination
  • State and Local Filings

Planning

  • Income Tax Projections
  • Charitable Giving
  • Tax Advantageous Investing
  • Family Planning & Gifting


Helpful Links

Tax DomeEmail LindsayLinkedIn

Copyright © 2025 Casey Tax Strategies, LLC - All Rights Reserved.

7557 Rambler Rd, Ste 570, Dallas, TX 75231

lindsay@caseytax.com

(214) 679-4894


Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept