Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

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FINANCIAL PLANNING

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

PREPARING FOR THE FUTURE

Income Planning
College Planning
Elder Care Planning
Estate Planning

LET US KNOW

(281) 444-8434

Considerations for Choosing a Houston Tax Advocate

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Audit-Ready Basics for Houston Filers

About 43 days left in “tax season.”That’s right. Only 43(ish) days to fill out those tax forms and submit them to the IRS so you can close the cover on the book of 2022.My team and I have obviously been taking care of this for our Houston clients, marking hundreds of...

Protecting Houston People from IRS Scams

Here we are ... already February is in the rearview. And while this is certainly a less hectic tax season than the past three, it doesn’t mean things are easy. Taxes have traps for the unwary all over the place. A 400-page tax code ensures that. More...

Should Houston Filers Use DIY Tax Filing Software?

Let’s dial in right away to an important question: Are you ready to knock out your 2022 tax filing? There are now less than 2 months left to do it. And while that seems like a lot of time, you and I both know, it’s really not. Here’s why: My calendar is chock...

How Houston Filers Can Prepare for an IRS Audit

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What You Need for Your Houston Tax Appointment

If you were watching football this weekend, you likely noticed TurboTax’s “personalized service” ads. Their timing was impeccable… if not slightly annoying – who wants to think about taxes while on the edge of your seat during a playoff game?The allure of big brand...

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4 Financial Goals Houston People Can Reach in 2023

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