Wealth planning that starts with your tax return.

Katapult is a father-and-son firm built on one idea, held since 1984: a financial plan that ignores taxes isn't finished.

Talk with us → How we work

Fiduciary excellence CPA and CFP® under one roof Independent, with no product mandates

1984Year the practice began

2Generations in the firm

CPA + CFP®Tax and planning, together

40+Years of tax-focused planning

Why tax-centric

A financial plan that ignores taxes isn't finished.

David qualified as a chartered accountant and opened a tax-focused planning practice in South Africa in 1984. Four decades on, the lesson is unglamorous: taxes are often a portfolio's biggest cost, and careful planning can reduce them.

So the tax review comes first in every plan we build. Before the investment conversation, not after it. The plan that comes out the other side has a name here: your Kataplan™.

Our investment philosophy →

01 Screened before recommended

Every recommendation is evaluated for its federal, state, and local tax impact before it reaches your plan.

02 Long-term by policy

We hold that markets are efficient over the long term. We do not try to time them, and we do not react to headlines.

03 Two generations at the table

Fathers and sons see planning differently. Your family gets both perspectives, because ours works the same way.

What we do

Five disciplines. One plan.

Personal and business, growth and protection, coordinated in a single written Kataplan™.

Wealth Development

Pursue portfolio growth with discipline, toward goals you have actually named.

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Wealth Preservation

Strategies designed to turn what you have built into tax-efficient income.

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Family Protection

Coverage and structure for the people who depend on you, reviewed before it is needed.

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Estate Planning

Planning that seeks to transfer wealth according to your wishes, at appropriate times in your beneficiaries' lives.

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Business Planning

Qualified plans, succession, and exits for owners of closely held businesses and practices.

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Not sure where you fit?

Start with a short call. We will listen first, then walk you through how we can help.

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Our approach

Three steps to a Kataplan™.

High-touch, independent, and personal. Here is what actually happens.

STEP 01

Understand

The first conversations cover your family, your business, and your tax returns. Recent ones. Actually read.

STEP 02

Build

A written plan that coordinates investments, retirement income, protection, estate, and business decisions, each screened for tax efficiency.

STEP 03

Adjust

Tax law changes. So does life. We meet proactively and keep the plan current through both.

David J. ShillManaging Partner · CFP®, AIF®, CPFA®

Dean P. ShillCOO & Financial Advisor · CPA, PFS

The Katapult story

Two generations. One firm.

David Shill opened a tax-focused planning practice in South Africa in 1984 and moved his family to Dallas in 1998, rebuilding the practice in partnership with an established local CPA firm. In 2015, Dean left PwC's Dallas and New York offices to join his father.

Clients work with both of them. The firm practices the multigenerational planning it recommends, from Gen Z to Baby Boomers, because that is how our own family works.

CFP® CPA PFS AIF® CPFA® Est. 1984

Meet David and Dean →