Audit support services in Sugar Land, TX
46 results found
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Larry Melton - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLarry Melton - Financial Advisor, Ameriprise Financial Services, LLC, located at 2277 Plaza Drive, Sugar Land, Texas, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. Larry Melton holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Larry Melton provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Larry Melton is dedicated to providing expert guidance and support. Contact Larry Melton - Financial Advisor, Ameriprise Financial Services, LLC, to learn more about how he can help you secure your financial future.
2277 Plaza Dr Ste 650, Sugar Land, TX 77479, United States -
Ramesh Cherivirala, Financial Services Professional - New York Life
● OpenRamesh Cherivirala, Financial Services Professional at New York Life, located in Sugar Land, Texas, offers affordable voluntary benefits programs for businesses. They are dedicated to serving professional advisors and helping individuals prioritize life insurance for financial security. Their mission is to assist clients in making wise financial decisions for themselves and their families, ensuring a secure future. With over 20 years of experience, founder Ramesh Cherivirala takes a personal interest in each client's success and safety. Recognized as one of the Best-in-State Top Financial Security Professionals by Forbes in 2022, Ramesh and his team at RCherry Financial Group are committed to providing unmatched excellence in financial planning. They offer a range of services including investment advisory, insurance, and securities products through NYLIFE Securities LLC. Clients can rely on Ramesh and his team for expert guidance and support in planning for their financial future.
13135 S Dairy Ashford Rd Ste 550, Sugar Land, TX 77478, United States -
Howard Rogers Jr. - UBS Financial Services Inc.
● OpenHoward Rogers Jr. - UBS Financial Services Inc. is a renowned finance institution located at 15958 City Walk in Sugar Land, Texas, United States. With a focus on providing top-notch financial services, the institution is committed to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Howard Rogers Jr. - UBS Financial Services Inc. offers personalized financial planning, investment management, and wealth management services to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, this institution is dedicated to providing you with expert guidance and support every step of the way.
15958 City Walk # 240, Sugar Land, TX 77479, United States -
Paramount Tax & Bookkeeping - Sugar Land / Richmond South
● OpenWelcome to Paramount Tax & Bookkeeping - Sugar Land / Richmond South, located at 77 Sugar Creek Center Boulevard in Sugar Land, Texas. Our team of licensed tax professionals specializes in providing expert tax preparation services for individuals and businesses in Sugar Land, Richmond, and beyond. We are dedicated to finding all possible deductions and credits to which you are entitled, ensuring that you receive accurate and comprehensive tax solutions tailored to your specific circumstances. Whether you are a small business owner, a freelancer, or an individual taxpayer, we are here to help you navigate the complexities of tax regulations and optimize your tax position. Our services include tax planning, preparation of personal and corporate tax returns, assistance with tax audits, and strategic tax advice. Additionally, we offer accounting, bookkeeping, and payroll services to support your business operations.
77 Sugar Creek Center Blvd Ste. 600, Sugar Land, TX 77478, United States -
Cougar Financial Services
● OpenCougar Financial Services is a reputable accounting and finance institution located at 13417 Venice Villa Lane in Sugar Land, Texas, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment advice, Cougar Financial Services is dedicated to providing personalized solutions to meet your specific needs. Trustworthy and reliable, they strive to help their clients achieve their financial goals and secure their future.
13417 Venice Villa Ln, Sugar Land, TX 77498, United States -
SSP Financial Services
● OpenSSP Financial Services is a top-notch CPA firm located in Sugar Land, Texas. Specializing in tax advisory services for small and medium-sized businesses, our experienced team of tax experts is committed to providing high-quality financial analysis, accounting, and advisory services. We pride ourselves on staying current with the ever-changing tax laws and regulations to ensure our clients receive accurate and reliable tax advice. Our comprehensive services include tax preparation, tax planning, accounting, payroll, and tax resolution. We work diligently to help our clients minimize their tax liability and maximize their tax savings. With year-round support, we ensure our clients remain compliant with tax laws and regulations at all times.
12808 W Airport Blvd #300, Sugar Land, TX 77478, United States -
Evolving Services
● OpenEvolving Services is a multi-disciplinary institution located at 77 Sugar Creek Center Boulevard in Sugar Land, Texas, United States. Specializing in accounting, finance, and health services, our team of experts are dedicated to providing high-quality and personalized solutions to meet the evolving needs of our clients. Whether you are looking for financial advice, tax assistance, or healthcare management, Evolving Services is committed to helping you achieve your goals and improve your overall well-being. Contact us today to learn more about how we can assist you in navigating the complexities of the modern world.
77 Sugar Creek Center Blvd Ste. 600, Sugar Land, TX 77478, United States -
Stifel
● OpenStifel is a reputable finance institution located at 290 Texas Drive in Sugar Land, Texas, United States. With a strong presence in the financial industry, Stifel offers a wide range of services including investment banking, wealth management, and financial advisory. Their team of experienced professionals provides personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial transactions, Stifel is dedicated to providing expert guidance and support. Visit their office in Sugar Land to learn more about how they can help you secure your financial future.
2245, 290 Texas Dr Building A-2, Suite, Sugar Land, TX 77479, United States -
Leavitt Eldredge Law Firm
● OpenLeavitt Eldredge Law Firm, located at 3 Sugar Creek Center Boulevard in Sugar Land, Texas, is a full-service law firm specializing in intellectual property law. With a focus on copyrights, patents, trademarks, and IP litigation, our experienced attorneys provide counseling to businesses of all sizes, including IP boutiques. We assist clients in acquiring and developing their intellectual property holdings, guiding them through the process of obtaining IP protections with the USPTO and the Copyright Office. Our firm, based in the United States, primarily handles US law and intellectual property filings. We have attorneys located in Arlington, Dallas, Fort Worth, and Houston, Texas, offering services via phone call or web conference for clients outside of our area. Additionally, we partner with international attorneys to protect diverse client interests.
3 Sugar Creek Center Blvd #100, Sugar Land, TX 77478, United States -
Jeff Hill - Raymond James
● OpenJeff Hill - Raymond James is a reputable finance institution located at 19901 Southwest Freeway in Sugar Land, Texas, United States. With a focus on providing personalized financial services, the team at Jeff Hill - Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the experienced professionals at Jeff Hill - Raymond James to provide expert guidance and support. Visit their office today to learn more about how they can help you secure your financial future.
19901 Southwest Fwy, Sugar Land, TX 77479, United States -
Saleem & Associates Wealth Managers
● OpenSaleem & Associates Wealth Managers is a leading finance institution located at 2245 Texas Drive in Sugar Land, Texas, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management services. Whether you are looking to invest for the future, plan for retirement, or grow your assets, our team is here to provide expert guidance and support every step of the way. Trust Saleem & Associates Wealth Managers to help you secure a brighter financial future.
2245 Texas Dr Suite #300, Sugar Land, TX 77479, United States -
Aspen Wealth Management
● OpenAspen Wealth Management is a leading finance institution located at 52 Sugar Creek Center Boulevard in Sugar Land, Texas, United States. Our team of experienced financial professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. From investment planning to retirement strategies, we offer comprehensive financial solutions tailored to meet the unique needs of each individual. Trust Aspen Wealth Management to provide expert guidance and support on your journey to financial success.
52 Sugar Creek Center Blvd #300, Sugar Land, TX 77478, United States -
Aspire Small Business Consulting, Inc.
● ClosedAspire Small Business Consulting, Inc. is a leading finance institution located at 77 Sugar Creek Center Boulevard in Sugar Land, Texas, United States. Specializing in providing expert financial guidance and support to small businesses, Aspire Small Business Consulting, Inc. offers a range of services including financial planning, budgeting, tax preparation, and investment strategies. With a team of experienced consultants dedicated to helping small businesses thrive, Aspire Small Business Consulting, Inc. is committed to helping clients achieve their financial goals and aspirations.
77 Sugar Creek Center Blvd Ste. 600, Sugar Land, TX 77478, United States -
Futurity First Wealth Management
● OpenFuturity First Wealth Management is a leading financial institution located at 54 Sugar Creek Center Boulevard in Sugar Land, Texas, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Trust Futurity First Wealth Management to help you build and protect your wealth for the long term.
54 Sugar Creek Center Blvd STE 300, Sugar Land, TX 77478, United States -
Devine Consulting
● OpenDevine Consulting, located at 50 Sugar Creek Center Boulevard in Sugar Land, Texas, is a reputable institution specializing in accounting and finance services. If managing expenses, revenue, and transactions while running a successful business feels overwhelming, you're not alone. Outsourcing accounting services can save you time and energy, and Devine Consulting is here to help. Founded by Certified Public Accountant Jennifer Devine in 2011, Devine Consulting offers bookkeeping, accounting, and Financial Controller services to business owners and decision-makers. With over 15 years of experience, Jennifer Devine merged her expertise with the software company Accounting & Technology Solutions to provide clients with a perfect combination of accounting software and accounting knowledge.
50 Sugar Creek Center Blvd, Sugar Land, TX 77478, United States -
Jennifer Wray CPA PLLC
● OpenJennifer Wray CPA PLLC is a full-service CPA firm located at 800 Bonaventure Way, Sugar Land, Texas. We are dedicated to helping our clients achieve their financial goals and strive to make a positive impact on our clients, firm, and communities every day. Our team is committed to integrity, accountability, and excellence in all that we do. Our services include accounting, financial reporting, PCAOB Broker-Dealer audits, tax planning, tax preparation, personal tax consulting, and real estate CPA services. We are registered with the Public Company Account Oversight Board (PCAOB) and adhere to the highest standards set by the American Institute of Certified Public Accountants (AICPA).
800 Bonaventure Wy Suite 168, Sugar Land, TX 77479, United States -
Merrill Lynch Financial Advisor Jonathan B Rao
● OpenMerrill Lynch Financial Advisor Jonathan B Rao is a finance institution located at 13135 Dairy Ashford Road, Sugar Land, Texas, United States. Jonathan has a Bachelor’s degree in Business from Texas A&M University and is a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor. He and his wife, Melinda, are third generation Houstonians and are actively involved in supporting their alma maters. Jonathan and his team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial plans tailored to individual goals and priorities, helping clients navigate through life changes and market fluctuations. The institution provides a range of financial solutions and investment strategies to help clients achieve their financial goals. Jonathan believes in understanding each client personally to offer the best financial approach that reflects their unique needs and priorities. With access to the resources of Merrill and Bank of America, clients can expect comprehensive financial guidance and support.
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, United States -
Reid Business Solutions
● OpenReid Business Solutions is a reputable accounting and finance institution located at 17424 West Grand Parkway South in Sugar Land, Texas. Our team of experienced professionals provides top-notch financial services to individuals and businesses, ensuring accurate and reliable financial management. Whether you need help with tax preparation, bookkeeping, or financial planning, Reid Business Solutions is here to assist you every step of the way. Trust us to handle your financial needs with precision and care.
17424 W Grand Pkwy S # 114, Sugar Land, TX 77479, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 13135 Dairy Ashford Road in Sugar Land, Texas, offers clients and prospects the investing insights of Merrill along with access to the extensive banking capabilities of Bank of America. The financial advisors at this branch have years of combined wealth management knowledge and experience, providing assistance with retirement income planning, guidance on investments, estate planning services, and more. The advisors are committed to client service and satisfaction, striving to understand each client's financial situation and create strategies to meet their long-term objectives. The branch also actively participates in fundraising activities to support the communities in which they operate. With a focus on helping clients reach their financial goals, Merrill Lynch Wealth Management provides individually customized investment approaches and wealth management advice. The institution offers a wide range of technology, intellectual capital, and marketing resources to enhance client relationships and help advisors build their business. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering the skills and knowledge needed to assist individuals in pursuing their unique financial goals. It is important to consult legal and tax advisors before making any financial decisions, as investing involves risk.
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, United States -
Tamara L. Mihail CPA, LLC
● OpenTamara L. Mihail CPA, LLC is a reputable accounting and finance institution located in Sugar Land, Texas. With a focus on providing top-notch financial services, this institution is dedicated to helping individuals and businesses manage their financial affairs effectively. The team at Tamara L. Mihail CPA, LLC is comprised of skilled professionals who are committed to delivering personalized solutions tailored to meet the unique needs of each client. Whether you are in need of tax preparation, financial planning, or other accounting services, you can trust Tamara L. Mihail CPA, LLC to provide expert guidance and support. Visit their office at 77 Sugar Creek Center Boulevard to learn more about how they can help you achieve your financial goals.
77 Sugar Creek Center Blvd Ste. 600, Sugar Land, TX 77478, United States -
Vikas Patel CPA & Associates P.C.
● OpenVikas Patel CPA & Associates P.C. is a trusted accounting and finance institution located at 12920 Dairy Ashford Road in Sugar Land, Texas, United States. Specializing in tax preparation and financial services for clients in all states, we value building strong relationships with our clients and view each partnership as a key to mutual success. With a focus on personalized attention and years of expertise, our services include income tax preparation, IRS and state audit representation, payroll reporting, QuickBooks® support, business startup services, monthly bookkeeping, and financial statement preparation. We are dedicated to staying current with professional education and technology to ensure excellence in all that we do. Our experienced team can assist with IRS audit strategies, financial issues, and business consulting to help you achieve growth and success. Trust Vikas Patel CPA & Associates P.C. for all your accounting and financial needs.
12920 Dairy Ashford Rd # 120, Sugar Land, TX 77478, United States -
THAYERONEAL
● OpenThayerOneal is a reputable accounting and finance institution located at 101 Parklane Boulevard in Sugar Land, Texas. With a commitment to excellence and a team of experienced professionals, ThayerOneal offers a wide range of financial services to individuals and businesses in the United States. Whether you need help with tax preparation, financial planning, or investment management, ThayerOneal is dedicated to providing top-notch service and expert advice to help you achieve your financial goals. Visit us today and see how ThayerOneal can help you secure a brighter financial future.
101 Parklane Boulevard, Sugar Land, TX 77478, United States -
Entigrity Solutions LLC
● OpenEntigrity Solutions LLC is a leading institution located in Sugar Land, Texas, specializing in accounting and finance services. For over 9 years, we have been assisting accounting firms in staffing qualified offshore talent from India and the Philippines. With a network of over 200,000 pre-screened accounting professionals, we are ready to help you scale up your firm. At Entigrity, we understand the importance of data security when handling sensitive financial information. That's why we have implemented rigorous security and privacy measures to ensure services are delivered securely and responsibly, in compliance with SOC, ISO, and GDPR standards.
1600 Hwy 6 STE 250, Sugar Land, TX 77478, United States -
Sweetwater Financial Advisors
● OpenSweetwater Financial Advisors is a leading finance institution located at 4655 Sweetwater Boulevard in Sugar Land, Texas. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future. We offer personalized financial planning services, investment advice, and wealth management strategies to individuals, families, and businesses. At Sweetwater Financial Advisors, we are committed to providing top-notch financial guidance and support to help our clients thrive in today's ever-changing economic landscape. Contact us today to schedule a consultation and start planning for a brighter financial future.
4655 Sweetwater Blvd Ste. 300, Sugar Land, TX 77479, United States -
Edward Jones - Financial Advisor: Mark A Leifrig, AAMS™
● OpenEdward Jones - Financial Advisor: Mark A Leifrig, AAMS™ is a reputable financial institution located at 4610 Sweetwater Boulevard in Sugar Land, Texas, United States. Mark A Leifrig, an Accredited Asset Management Specialist, offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Mark A Leifrig and his team are dedicated to helping you secure a stable financial future.
4610 Sweetwater Blvd Ste 210, Sugar Land, TX 77479, United States -
Edward Jones - Financial Advisor: Taylor Navel
● OpenEdward Jones - Financial Advisor: Taylor Navel is a trusted financial institution located at 7616 Branford Place in Sugar Land, Texas, United States. As a dedicated financial advisor, Taylor Navel provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on long-term success and building lasting relationships, Edward Jones - Financial Advisor: Taylor Navel is committed to providing top-notch financial guidance and support to individuals and families in the Sugar Land area.
7616 Branford Pl #130, Sugar Land, TX 77479, United States -
Michelle Alexander - RBC Wealth Management Financial Advisor
● OpenMichelle Alexander - RBC Wealth Management Financial Advisor is a reputable financial institution located at 2150 Town Square Place in Sugar Land, Texas. As a dedicated financial advisor, Michelle Alexander provides personalized wealth management services to help clients achieve their financial goals. With a strong background in finance and a commitment to excellence, Michelle Alexander is a trusted partner in helping individuals and families navigate the complexities of financial planning and investment management. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Michelle Alexander - RBC Wealth Management Financial Advisor is here to provide expert guidance and support.
2150 Town Square Pl Suite 310, Sugar Land, TX 77479, United States -
Rocky Mountain Private Wealth Management
● OpenRocky Mountain Private Wealth Management is a leading finance institution located at 2245 Texas Drive in Sugar Land, Texas, United States. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our comprehensive approach to financial planning ensures that your individual needs are met. Trust Rocky Mountain Private Wealth Management to provide expert guidance and support as you navigate the complexities of the financial world.
2245 Texas Dr #300, Sugar Land, TX 77479, United States -
Steve Alexander - RBC Wealth Management Financial Advisor
● OpenSteve Alexander - RBC Wealth Management Financial Advisor is a trusted financial institution located at 2150 Town Square Place in Sugar Land, Texas, United States. As a seasoned financial advisor, Steve Alexander is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on providing comprehensive financial planning services, Steve Alexander works closely with clients to develop tailored investment strategies that align with their unique needs and objectives. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Steve Alexander - RBC Wealth Management Financial Advisor is committed to providing expert guidance and support every step of the way.
2150 Town Square Pl Suite 310, Sugar Land, TX 77479, United States -
Brian Monk, Principal - Monk Financial Strategies Group, LLC
● OpenBrian Monk, Principal of Monk Financial Strategies Group, LLC, located at 13135 Dairy Ashford Road in Sugar Land, Texas, specializes in providing customized financial solutions to meet the needs of clients. As a financial advisor for Eagle Strategies, a subsidiary of New York Life, Brian offers a range of services including life insurance, long-term care, disability insurance, annuities, and investments. The institution offers permanent policies with guaranteed death benefits and cash value that grows over time, long-term coverage that can be tailored to fit your needs and budget, and the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement due to sickness or injury, professionally managed investments, and guidance on creating an investment strategy and estate plan.
13135 Dairy Ashford Rd Ste 550, Sugar Land, TX 77478, United States
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