top of page

Tax Strategy + Financial Planning, Working Together

We partner with thoughtful clients to build clarity and lasting value.

Financial planning meeting, hands writing tax strategy notes

Why Clients Choose Freeze Sulkov Advisors

Tax Returns That Reflect a Strategy — Not Just a Season

We don’t just prepare your return. We integrate it into a year-round tax strategy built for results.

 

The result?

 

Tax savings that compound over time.

Tax strategy planning and return preparation

Advisory Guidance, Tailored to You

We take time to understand your business, your goals, and your life —
so you get insight and clarity at every financial crossroads.

Financial advisory guidance and decision support

A Strategic Partner for the Long Haul

Our clients are building something meaningful.


We help them make the big decisions — with confidence and a plan.

Financial data analysis and strategic planning workspace

The Thinking Behind the Strategy

At Freeze Sulkov, we’re not just here to file your taxes — we’re here to help you make sense of your financial life.

We partner with thoughtful, growth-minded people — business owners, executives, and families — to design strategies that fit where you are and where you’re headed. Through smart tax planning and financial insight, we help you reduce burdens, find clarity, and move forward with confidence.

computers-screen-with-forex-chart-desktop.jpg

Make Year-End 2025 Your Most Strategic Yet

Don’t wait until April. Year-end planning gives you time to act on opportunities before they disappear

Advisory-First Solutions for Life and Business

We help you align your financial life with what’s next.

Tax Strategy & Optimization

Reduce your lifetime tax burden with proactive planning and integrated strategies that support your bigger financial picture — not just this year’s return.

Financial Planning for Life's Chapters

Your life isn’t static — your financial plan shouldn’t be either. We help you navigate transitions with clarity, confidence, and a strategy for what’s next.

Business Advisory & Growth Strategy

From launch to exit, we partner with business owners to provide insight, structure, and financial strategy for smarter decisions at every stage.

Integrated Wealth Guidance

We help you make confident financial choices through life’s complexities — marriage, divorce, inheritance, retirement — with a steady hand and clear plan.

Our Team

Our Story, Your Team

David_Cropped_LessRed.jpg

Partner

David Freeze, CPA, PFS

David brings decades of experience helping entrepreneurs and executives align their financial decisions with what matters most. With a deep background in tax planning and financial strategy, he offers clients thoughtful guidance grounded in real-world insight. As a CPA and Personal Financial Specialist, David is committed to long-term relationships built on trust, clarity, and care. Outside of work, he’s an avid traveler, always planning the next great journey.

  • LinkedIn
Maksym Sulkov, CPA, financial planning and divorce analysis advisor in Dallas

Partner

Maksym Sulkov, CPA, PFS, CDFA®

Max helps individuals, families, and business owners navigate complex financial decisions with clarity and confidence. As a CPA with advanced credentials in financial planning and divorce analysis, he brings a calm, practical approach to tax strategy, long-term planning, and collaborative divorce. Max holds dual degrees from the University of North Texas and enjoys cycling, playing guitar, and traveling with his family.

  • LinkedIn

Let's Start the Conversation

Tell us what’s on your mind. Whether it’s tax planning, financial transitions, or business strategy, we’re here to help you move forward with clarity.

I'd Like Help With...
Connect with Us
bottom of page