TOP 30 Business client relationship management in Texas
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Lifetime Tax Advisors, Inc.
Lifetime Tax Advisors, Inc. is a finance institution located at 17304 Preston Road, Dallas, Texas, United States. Our tax advisors are dedicated to helping you reach your financial goals through strategic planning. We offer TaxPro CFO™ services for yearly accounting and tax planning, as well as expertise in real estate tax deductions. Our team works with clients on personal finances, business taxes, and investment planning to ensure long-term financial growth and security. With a focus on past, present, and future tax situations, we build strategies to maximize savings and avoid mistakes. Our advisors, including Nate Roberts and Jason Potts, provide reliable tax advice for asset management and retirement planning. We also offer individual and business tax prep services, as well as expertise in fiduciary income tax and estate tax planning. With a commitment to building lasting relationships and providing superior financial advice, Lifetime Tax Advisors, Inc. is your one-stop-shop for all your financial needs.
ABIP CPA
ABIP CPA is a leading accounting and finance institution located at 7809 Broadway in San Antonio, Texas, United States. Our core function is to help build the value of your organization, whether it be increasing profitability for business clients or ensuring regulatory compliance for government agencies. We take the time to understand your goals and customize a strategy unique to your objectives, utilizing accounting, tax, and financial reporting to successfully manage your organization. Our professionals offer a variety of assurance, tax, accounting, and specialized solutions tailored to your specific needs. With a mission to help our clients accomplish their goals, we provide quality accounting, audit, tax, and related professional services. Our leadership team's diverse experience ensures we deliver the results you need, whether it be evaluating your tax position, providing technical assistance for transactions, or offering support for financial issues.
Tax Hound
Tax Hound, located at 14206 Eventide Drive in Cypress, Texas, has been a leader in growing tax businesses for over 20 years. Our experienced staff specializes in providing innovative professional tax software, business development support, marketing assistance, and technical and tax support. We have established strong relationships with industry leaders to offer a wide range of resources to our clients. Our professional tax software is designed to take your business to the next level, with all the features and forms you need. We help you attract new customers and develop a plan to grow your tax business successfully. Our graphic and web designs will showcase your services effectively, and we provide training on tax preparation, customer service, and tax law changes.
Kibbe Russell E CPA
Kibbe Russell E CPA is an accounting and finance institution located at 1600 East Highway 6, Alvin, Texas, United States. We offer a range of services to help take the stress out of running your business, including bookkeeping, payroll management, tax optimization, and financial advice. Our personalized approach goes beyond just transactions, building authentic relationships with our clients. We also provide online apps for easy business transactions. With the right technology and strategies, we help small businesses thrive and survive disruptions. Focus on the wellness of your business, body, and mind with our expert guidance. Learn how to manage your business debt effectively and maintain a human touch with AI technology. Let us help you create a joyful and satisfying holiday feast for all your guests, regardless of dietary preferences or restrictions.
Kibbe & Poole, PC
Kibbe & Poole, PC is an accounting and finance institution located at 1600 East Highway 6 in Alvin, Texas, United States. We offer a range of online apps to help you conduct business with ease. Our team is dedicated to taking the stress out of running your business by handling tasks such as bookkeeping and payroll. We build authentic relationships with our clients to go beyond just transactions and help optimize taxes. With the right technology and personalized approach, we can help your small business thrive. We also offer advice on managing business debt, balancing technology with human touch, surviving supply chain disruptions, and creating a joyful holiday feast for all dietary preferences. Focus on the wellness of your business, body, and mind with Kibbe & Poole, PC.
TruTaXX Solutions llc
TruTaXX Solutions LLC is a professional accounting and finance institution located in Houston, Texas, United States. We offer a comprehensive Tax Course that teaches students how to prepare individual tax returns from start to finish. Our experienced tax preparers have extensive knowledge of tax laws and are dedicated to educating clients while filing their taxes. We provide income tax preparation services for clients across the USA, with convenient options for delivery, pick up, and drop off of tax-related documentation. Our goal is to develop personal relationships with each client, identify potential tax deductions, and provide tax guidance for future years. We prioritize honesty, trustworthiness, and experience in our team of tax preparers. We value our clients and offer a referral program as a thank you for their continued support. Visit us at 480 Sam Houston Parkway E Suite #355 or contact us to learn more about our services.
Prospective Bookkeeping & Taxes, LLC
Prospective Bookkeeping & Taxes, LLC is a professional accounting and finance institution located in Round Rock, Texas. Our team consists of skilled Tax & Bookkeeping Professionals who are dedicated to providing top-notch services to individuals and businesses alike. We offer a wide range of services including bookkeeping, tax preparation, and tax planning. Our monthly bookkeeping services start at just $225 per month and include QuickBooks clean-up, setup, and technical support. We can help you keep track of your income and expenses, prepare your tax returns, and provide you with financial reports and advice. Whether you need one-time clean-up, catch-up, or ongoing support, we have the expertise to assist you.
Cherry Bekaert
Cherry Bekaert, located at 221 West 6th Street in Austin, Texas, is a leading accounting and finance institution offering a wide range of services to clients in various industries. With a focus on risk management consulting services for the financial services industry, the institution also provides guidance through the loan forgiveness documentation process and assistance with the Expanded Employee Retention Credit (ERC). The Austin office, which is part of a larger network of locations across the United States, is dedicated to building strong client relationships and providing innovative solutions to help businesses achieve their goals. The team of certified public accountants and tax consultants at Cherry Bekaert are experienced in working with technology companies, private equity firms, government entities, healthcare organizations, and more. With a commitment to excellence and a focus on client satisfaction, Cherry Bekaert is a trusted advisor in the world of accounting and finance.
RB3 Financial Services
RB3 Financial Services is a trusted institution located at 13355 Noel Road in Dallas, Texas. With over 15 years of experience serving the DFW area, we offer personalized services to ensure you are getting the most out of your earnings. Our expert team provides fast and accurate computerized tax returns with free electronic filing. We also offer accounting, payroll, and bookkeeping support to replace your back office. At RB3 Financial Services, we go the extra mile to address your individual business needs and provide trustworthy services for document signings such as wills, trusts, and real estate deeds. Our bilingual staff is here to assist you in English and Spanish, whether it's writing or translating professional documents.
Outdoor Elements Texas
Outdoor Elements Texas is a general contractor located at 10707 Sharmon Road in Houston, Texas. Specializing in custom pool building, outdoor living spaces, landscape design, commercial landscaping, outdoor kitchens, and covered patios, we offer a wide range of services to transform your outdoor space. With low interest rates and special financing options available, now is the perfect time to invest in your backyard project. Our team has strong relationships with local lenders who are experts in pool and home improvement financing, making the process easy and stress-free for you.
BZBee Cleaning
BZBee Cleaning is a commercial cleaning and janitorial solutions provider located at 7717 Lockheed Drive in El Paso, Texas. Our mission is to save you time by matching you with the best service provider within our vast network, ensuring a drastic improvement in your janitorial service without the hassle of the traditional bidding process. We work hard to fulfill your needs and build long-term, profitable relationships with our clients. Our goal is to bring value to your business by delivering consistent, high-quality cleaning services while providing best-in-class customer service. Whether you need home or office cleaning services in El Paso, we will create a cleaner, healthier, and safer environment for you. We specialize in serving various industries and bring experience and professional project management to every stage of our services.
True Customer Solutions, LLC
True Customer Solutions, LLC is a customer service-focused institution located at 15090 Tradesman Drive in San Antonio, Texas. Our dedicated team is committed to providing top-notch customer service solutions to help businesses improve their customer relationships and satisfaction levels. With years of experience and expertise in the industry, we offer a wide range of services tailored to meet the unique needs of each client. From customer support to feedback management, we strive to deliver true solutions that drive success for our clients. Contact us today to learn more about how True Customer Solutions, LLC can help elevate your customer experience.
JEJ Solutions
JEJ Solutions is a reputable institution located at 4222 Canton Crest Drive, Katy, Texas, United States. Our locally owned and operated company prioritizes quality, honesty, and integrity in all of our work. We offer customized services tailored to each project, with a keen eye for detail. Building long-term relationships with our clients is important to us, and we guarantee their satisfaction. One of our standout services includes disinfection by our certified Health and Safety Technicians using an electrostatic sprayer. This process effectively kills 99.9999% of germs and viruses on treated surfaces, ensuring a safe environment for all.
Reyes Maids
Reyes Maids is a comprehensive, high quality, and reliable cleaning service located at 1910 Pacific Avenue, Dallas, Texas, United States. With over 6 years of experience, we have built a strong reputation for excellence and customer service. Our team of diligent and dedicated professionals provide cleaning solutions for commercial, corporate, industrial, and residential clients. We pride ourselves on accountability and direct access to our managing director, ensuring consistent and quality cleaning services. As a national market leader in the cleaning industry, we have over 215 franchise locations across the United States and Canada. Our goal is to deliver reliable, cost-effective cleaning solutions to our customers. We carefully select the best and most natural cleaning products to achieve amazing results. Our services include maid assistance, handyman services, carpet cleaning, and Monarca support for small business owners.
Vineet Sharma
Vineet Sharma is a reputable dentist located at 970 North Main Street in Vidor, Texas, United States. Specializing in oral health and hygiene, this institution offers a range of services to help patients achieve and maintain a beautiful smile. With a focus on providing high-quality care and personalized treatment plans, Vineet Sharma is dedicated to ensuring the overall well-being of their patients. Whether you are in need of a routine cleaning or a more complex procedure, you can trust Vineet Sharma to provide expert care in a comfortable and welcoming environment.
Lavalais LPC, PLLC
Lavalais LPC, PLLC is a reputable health institution located in Port Arthur, Texas, United States. Our dedicated team of licensed professional counselors offers a wide range of mental health services to help individuals overcome challenges and improve their overall well-being. With a focus on personalized care and compassionate support, we strive to provide a safe and nurturing environment for our clients to explore their emotions and develop coping strategies. Whether you are struggling with anxiety, depression, trauma, or relationship issues, our experienced therapists are here to help you on your journey towards healing and self-discovery. Contact Lavalais LPC, PLLC today to schedule an appointment and take the first step towards a brighter tomorrow.
Wilbur Nichols
Wilbur Nichols is a trusted health institution located at 1790 Texas Avenue in Bridge City, Texas. Specializing in pharmacy services, this establishment offers a wide range of medications and healthcare products to cater to the needs of the community. With a team of knowledgeable and friendly staff, Wilbur Nichols is committed to providing top-notch customer service and ensuring the well-being of its customers. Visit this store for all your health and wellness needs in the heart of Bridge City.
Charity Moore - State Farm Insurance Agent
Charity Moore - State Farm Insurance Agent is a trusted insurance agency located at 4037 Eastex Freeway in Beaumont, Texas. With 12 years of experience in providing State Farm services, Charity Moore has been serving the Beaumont community for the past 8 years. The agency offers a wide range of insurance and financial services, including auto insurance, homeowner's insurance, life insurance, health insurance, renter's insurance, business insurance, retirement planning, and personalized insurance and financial services. The team at Charity Moore - State Farm Insurance Agent is dedicated to helping customers manage the risks of everyday life, recover from the unexpected, and achieve their dreams. They provide assistance with various insurance and financial services needs and are committed to building strong relationships with their clients.
Merrill Lynch Financial Advisor Shannon T Soileau
Merrill Lynch Financial Advisor Shannon T Soileau is a finance institution located at 7675 Folsom Drive, Beaumont, Texas, United States. Shannon has been in the financial services industry since 1995 and joined Merrill Lynch Wealth Management in 2011. He focuses on clients' goals and concerns, offering a goals-based wealth management process, global resources, and up-to-the-moment Web technology to help clients pursue their financial lifestyle. Shannon is a problem solver who simplifies high net worth clients' financial lives by offering services such as estate planning, investments, wealth transfer, and retirement income strategies. He believes in paying close attention to both sides of a client's balance sheet and offers access to a Bank of America Wealth Management Lending Officer for home financing solutions. Shannon holds a Bachelor's Degree in Business Administration from McNeese State University with a major in Accounting and maintains his CPA license. He is dedicated to helping clients optimize their resources to achieve their financial goals. The institution offers personalized financial planning, investment strategies, and access to comprehensive financial solutions through Merrill Lynch and Bank of America. Shannon and his team are committed to building strong client relationships based on trust and personalized service.
Edward Jones - Financial Advisor: Mick Leach, AAMS™
Edward Jones - Financial Advisor: Mick Leach, AAMS™ is a trusted financial institution located at 524 Sabine Street in Hemphill, Texas. As a seasoned financial advisor with the Accredited Asset Management Specialist™ designation, Mick Leach is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or create a comprehensive financial strategy, Mick Leach and his team are committed to providing personalized and tailored financial solutions to meet your needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mick Leach, AAMS™ is your go-to destination for all your financial needs in Hemphill, Texas.
Edward Jones - Financial Advisor: Zane M Hoffpauir
Edward Jones - Financial Advisor: Zane M Hoffpauir is a reputable finance institution located at 4347 Phelan Boulevard in Beaumont, Texas, United States. As a financial advisor, Zane M Hoffpauir provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones - Financial Advisor: Zane M Hoffpauir is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Boley-Featherston Insurance
Boley-Featherston Insurance, now Gallagher, is a trusted insurance agency located in Wichita Falls, Texas. Specializing in the oil and gas industry, as well as the construction industry, our experienced professionals work closely with clients to understand their unique risks and create personalized insurance programs that fit their needs and budget. With a focus on delivering superior customer service and quality insurance solutions at competitive rates, Boley-Featherston is the ideal partner for all your insurance needs. Founded in 1925, our agency has built and maintained strong relationships with customers and industry organizations such as the Texas Alliance of Energy Producers and the National Association of Surety Bond Producers. We offer a range of insurance products, including commercial Property and Casualty risk management solutions, contract surety, and employee benefits consulting.
Lisa Herber - State Farm Insurance Agent
Lisa Herber - State Farm Insurance Agent is an insurance agency located at 3601 Wilbarger Street in Vernon, Texas, United States. Lisa Herber, a lifelong Texan, leads the agency with over 30 years of insurance experience. She is supported by a dedicated team including Scott, Veronica, Evie, Fera, and newest member Rosanna. The agency offers a range of insurance services including Auto, Home, Renters, Business, and Life Insurance to customers in Texas and Oklahoma. Lisa's team is committed to helping customers manage risks, recover from the unexpected, and achieve their dreams. They prioritize customer service and aim to be a trusted local insurance resource for the community. In addition to insurance services, the agency also provides financial services to meet the diverse needs of their clients.
Kevin Kulle - State Farm Insurance Agent
Kevin Kulle - State Farm Insurance Agent is a reputable insurance agency located at 4504 Kemp Boulevard, Wichita Falls, Texas, United States. Kevin Kulle, a dedicated agent with 5 years of experience, prioritizes building lifelong relationships with clients and providing support when they need it most. The office supports local universities and is a proud advocate for education. The team at Kevin Kulle - State Farm Insurance Agent offers a range of insurance products including Auto, Homeowner's, Life, Health, Renters, and Business insurance, as well as State Farm financial products. With a focus on customer service and personalized solutions, the team is committed to helping clients manage risks, recover from unexpected events, and achieve their dreams. The office is staffed with licensed professionals who are available to address any questions or concerns. Whether you are a new client or a long-time policyholder, Kevin Kulle - State Farm Insurance Agent is ready to assist you with all your insurance needs. Contact them today to experience the difference!
Edward Jones - Financial Advisor: Bryan T Hines
Edward Jones - Financial Advisor: Bryan T Hines is a reputable finance institution located at 1401 Holliday Street in Wichita Falls, Texas, United States. Bryan T Hines is a dedicated and experienced financial advisor who offers personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning and guidance to individuals, families, and businesses. Whether you are looking to plan for retirement, save for college, or grow your investments, Bryan T Hines and his team at Edward Jones are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor Casey B Barry
Merrill Lynch Financial Advisor Casey B Barry is a finance institution located at 4245 Kemp Boulevard, Wichita Falls, Texas, United States. The team at Casey Barry and Associates believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They aim to be your primary source for financial advice and guidance, providing dedication and diligence at every step of the financial planning process. The team at Casey Barry and Associates has extensive financial experience across various market cycles, making them a trusted choice for individuals, families, and businesses seeking a balanced financial planning approach. They believe in carefully managing wealth to help clients achieve personally meaningful outcomes.
Merrill Lynch Financial Advisor James Austin Green
Merrill Lynch Financial Advisor James Austin Green, located at 4245 Kemp Boulevard in Wichita Falls, Texas, offers personalized financial advice and guidance to individuals, families, and businesses. The team at Casey Barry and Associates believes in building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America. The experienced advisors at this institution work with clients to develop a personalized financial strategy that aligns with their goals and priorities. By understanding each client's unique situation and preferences, the team can provide tailored investment guidance to help clients pursue their financial objectives. With a focus on transparency, risk management, and ongoing communication, Merrill Lynch Financial Advisor James Austin Green aims to help clients navigate the complexities of the financial markets and achieve their long-term goals.
Drug and Alcohol Testing Compliance Services
Welcome to Drug and Alcohol Testing Compliance Services (DATCS), your trusted partner in ensuring safety and compliance in workplaces and communities across the nation. Located at 3180 Park Center Dr, Tyler, TX 75701, we specialize in providing comprehensive drug and alcohol testing services designed to meet industry standards and promote a drug-free environment. With over 35 years of experience, DATCS is dedicated to enhancing public safety and workplace productivity. Our expert compliance team is committed to setting up effective drug and alcohol programs tailored to your organization's needs. We assist businesses and schools nationwide in passing inspections smoothly and maintaining compliance with federal and state regulations.
- Tax consultant
- Tax preparation services
- Cleaning service
- House cleaning
- Home cleaning
- Professional cleaning service
- Office cleaning service
- Clinic
- Life insurance companies
- Home insurance companies
- Financial consulting
- Financial advisor
- Health insurance companies
- Car insurance companies
- Drug testing services
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