TOP 30 Certified tax experts in Houston, Texas
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Sanjay Pathak - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSanjay Pathak - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2100 West Loop South, Houston, Texas, United States. Sanjay Pathak holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Sanjay Pathak is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and comprehensive knowledge in asset management, estate planning, investment strategies, and more, Sanjay Pathak is committed to helping clients achieve their financial goals.
2100 W Loop S Suite 675, Houston, TX 77027, United States -
Merrill Lynch Private Wealth Advisor Craig Lambert Massey
● OpenMerrill Lynch Private Wealth Advisor Craig Lambert Massey, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. With specialized services from Merrill and banking and lending capabilities from Bank of America, the institution is dedicated to meeting the unique needs of affluent families, entrepreneurs, executives, and business owners. Craig Massey, a seasoned wealth management professional, leads The Massey Schmidt Harper Group and works closely with clients to develop tailored strategies that integrate various components of significant wealth, such as estate planning and retirement strategies. With a strong background in finance and a commitment to personalized service, Craig has been recognized by Barron's Magazine for his expertise in financial advising.
800 Capitol St, Houston, TX 77002, United States -
Candace McCormack - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedCandace McCormack - Financial Advisor, Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue, Houston, Texas, United States, is a finance institution specializing in providing expert financial advice and services. Candace McCormack holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Candace McCormack's expertise in asset management, financial planning, estate planning, retirement planning, investment management, and more. With a commitment to ethics and ongoing education, Candace McCormack provides comprehensive and personalized financial solutions to clients, including retirees, small business owners, high net worth individuals, and those planning for the future.
1300 Hercules Ave Ste 205, Houston, TX 77058, United States -
Merrill Lynch Financial Advisor Kristin Haynes
● ClosedMerrill Lynch Financial Advisor Kristin Haynes is a finance institution located at 17225 El Camino Real, Houston, Texas, United States. Kristin Haynes specializes in managing wealth by creating flexible strategies tailored to individual financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Kristin helps clients pursue their financial aspirations through personalized wealth management strategies. Kristin Haynes follows the Merrill tradition of community involvement, volunteering with organizations in the local area. The institution offers a personalized wealth analysis to build a customized plan centered on individual goals. By understanding clients' financial personalities and goals, Kristin designs and implements plans to help manage, grow, and preserve wealth for the future.
17225 El Camino Real Suite 200, Houston, TX 77058, United States -
Jonathan Hoyme - Thrivent
● ClosedJonathan Hoyme - Thrivent is located at 700 Rockmead Drive in Houston, Texas, United States. As a finance institution, we are known as Awaken Wealth Partners, dedicated to inspiring intentionality in financial planning. Our team of expert partners is committed to helping you set and achieve your financial goals at every stage of life. We offer wealth management services through Thrivent Advisor Network, LLC, a registered investment adviser. Our Certified Financial Planner professionals are here to guide you through your financial journey, providing services such as financial planning, investment management, and more.
700 Rockmead Dr Suite 248, Kingwood Area, TX 77339, United States -
Michael Pascarella - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Pascarella - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, offers a range of financial services to individuals looking to manage and grow their wealth. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Michael Pascarella is equipped to provide expert advice on asset management, investment opportunities, estate planning, retirement planning, and insurance products. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Michael Pascarella can help you navigate the complexities of financial planning. Contact them today to schedule a consultation and start working towards your financial goals.
1300 Hercules Ave Ste 205, Houston, TX 77058, United States -
Shehzad D. Khan - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedShehzad D. Khan, a financial advisor at Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, offers personalized financial planning services to help clients achieve their goals. With a background in finance and qualifications verified on FINRA's BrokerCheck website, Shehzad D. Khan provides expert advice on investing and wealth management. Clients can expect a complimentary initial consultation to discuss their financial needs and goals. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser, ensuring that clients receive professional and reliable guidance. By staying informed about market trends and economic indicators, Shehzad D. Khan helps clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are a current client or considering working with Shehzad D. Khan, Ameriprise Financial Services, LLC is committed to helping you achieve a more secure financial future.
1300 Hercules Ave Ste 205, Houston, TX 77058, United States -
John W. Rood, CPA & Associates
● ClosedJohn W. Rood, CPA & Associates is a reputable accounting and finance institution located at 1384 Stonehollow Drive in Houston, Texas, United States. With a team of experienced professionals led by John W. Rood, a certified public accountant, the institution offers a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can expect personalized and reliable solutions to their financial needs, making John W. Rood, CPA & Associates a trusted partner for individuals and businesses alike.
1384 Stonehollow Dr Ste. 1, Kingwood Area, TX 77339, United States -
R J G & Associates INC
● OpenR J G & Associates INC is a reputable car repair institution located at 1715 Turning Basin Drive in Houston, Texas. With a team of skilled technicians and state-of-the-art equipment, we provide top-notch automotive services to ensure your vehicle is running smoothly and safely. Whether you need routine maintenance or major repairs, you can trust our experienced team to get the job done efficiently and effectively. Visit us today for all your car repair needs.
1715 Turning Basin Dr, Houston, TX 77029, United States -
Tim Thompson CPA PLLC
● ClosedTim Thompson CPA PLLC is a trusted accounting and finance institution located at 537 Houston Street in Coppell, Texas. With a team of experienced professionals led by Tim Thompson, a certified public accountant, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, auditing, bookkeeping, and financial planning. Whether you need help with your personal taxes or are looking for expert financial advice for your business, Tim Thompson CPA PLLC is here to help. Contact us today to schedule a consultation and take control of your financial future.
By Appointment Only, 537 Houston St, Coppell, TX 75019, United States -
OneSelfClub Accounting and Bookkeeping System
● ClosedOneSelfClub Accounting and Bookkeeping System, located at 11511 Katy Freeway in Houston, Texas, offers a comprehensive monthly bookkeeping package that includes both accounting software and a dedicated bookkeeper to help business owners understand their financial numbers. The institution follows a CPA methodology to ensure accuracy and reliability in financial statements. With user-friendly technology and expert advice from accountants, OneSelfClub empowers business owners to make informed decisions and achieve their business goals. The institution also provides a mobile app for automatic mileage logging for tax deductions. The team at OneSelfClub consists of CPAs, Certified Public Bookkeepers, Certified Xero Advisors, and Certified QuickBooks ProAdvisors with over 50 years of combined experience in helping businesses succeed. Through their technology-driven accounting solution, OneSelfClub helps small businesses increase their bottom line, stay focused on their passion, and achieve more. The institution's goal is to streamline accounting processes, increase operational efficiencies, lower costs, and maximize profits for business owners. OneSelfClub is a bookkeeping services firm that aims to help clients organize their finances for tax preparation purposes.
11511 Katy Fwy ste 630, Houston, TX 77079, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 9474 Hammerly Boulevard in Houston, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting assistance. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Trust H&R Block for all your accounting and finance needs in Houston.
9474 Hammerly Blvd, Houston, TX 77080, United States -
L.G. Hoole CPA PLLC
● OpenL.G. Hoole CPA PLLC is a reputable finance institution located at 11082 Veterans Memorial Drive in Houston, Texas, United States. Specializing in accounting and financial services, our team of certified public accountants provides expert advice and solutions to individuals and businesses alike. With a commitment to professionalism and excellence, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your accounting and financial needs.
11082 Veterans Memorial Dr, Houston, TX 77067, United States -
Moore & Botzong CPAs, PLLC
● OpenMoore & Botzong CPAs, PLLC is a reputable accounting and finance institution located at 9432 Katy Freeway in Houston, Texas, United States. With a team of experienced and skilled Certified Public Accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Moore & Botzong CPAs, PLLC for all your accounting and finance needs.
9432 Katy Fwy #380, Houston, TX 77055, United States -
L. G. Hoole CPA
● ClosedL. G. Hoole CPA is a reputable finance institution located at 16903 Red Oak Drive in Houston, Texas, United States. Specializing in accounting and financial services, L. G. Hoole CPA offers expert advice and assistance to individuals and businesses seeking to manage their finances effectively. With a team of experienced Certified Public Accountants, clients can trust in the expertise and professionalism of L. G. Hoole CPA to help them navigate complex financial matters and achieve their financial goals.
16903 Red Oak Dr #162, Houston, TX 77090, United States -
Eric C Yartz CPA
● ClosedEric C Yartz CPA is a reputable accounting and finance institution located at 800 Bering Drive in Houston, Texas, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and consulting. Clients can trust Eric C Yartz CPA for their professional and reliable accounting needs.
800 Bering Dr suite 100, Houston, TX 77057, United States -
Howard CPA, LLC
● ClosedHoward CPA, LLC is a reputable accounting and finance institution located at 2200 Post Oak Boulevard in Houston, Texas. Our team of experienced certified public accountants provides a wide range of services including tax preparation, financial planning, and business consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.
2200 Post Oak Blvd, Houston, TX 77056, United States -
Jay W. Dale, CPA and Attorney
● ClosedJay W. Dale, CPA and Attorney is a reputable institution located at 3334 Richmond Avenue in Houston, Texas, United States. Specializing in accounting, finance, and legal services, the institution offers expert advice and assistance in various financial and legal matters. With a team of experienced professionals, including certified public accountants and attorneys, clients can expect top-notch service and personalized solutions to meet their specific needs. Whether you are in need of tax preparation, financial planning, or legal representation, Jay W. Dale, CPA and Attorney is dedicated to providing quality and reliable services to help you achieve your goals.
3334 Richmond Ave. #218, Houston, TX 77098, United States -
Thomas Vu Hoang CPA
● ClosedThomas Vu Hoang CPA is a reputable accounting and finance institution located at 2421 Milam Street in Houston, Texas, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services including tax preparation, auditing, and financial consulting. Clients can trust Thomas Vu Hoang CPA for accurate and reliable financial guidance to help them achieve their financial goals.
2421 Milam St, Houston, TX 77006, United States -
Diane Halloway, CPA/PFS, CFP
● ClosedDiane Halloway, CPA/PFS, CFP is a reputable accounting and finance institution located at 16850 Royal Crest Drive in Houston, Texas, United States. With a team of highly skilled professionals led by Diane Halloway, a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Certified Financial Planner (CFP), the institution offers a wide range of financial services to individuals and businesses. From tax preparation and planning to investment management and retirement planning, Diane Halloway, CPA/PFS, CFP provides expert guidance and personalized solutions to help clients achieve their financial goals.
16850 Royal Crest Dr, Houston, TX 77058, United States -
Mark E Hollis, CPA, PLLC
● ClosedMark E Hollis, CPA, PLLC is a reputable accounting and finance institution located in Houston, Texas. With a prime location at 2625 Bay Area Boulevard, this firm offers expert financial services to individuals and businesses in the area. Led by certified public accountant Mark E Hollis, the team at this institution provides a wide range of accounting services including tax preparation, financial planning, and consulting. Clients can trust in the professionalism and expertise of Mark E Hollis, CPA, PLLC to handle all of their financial needs with precision and care.
2625 Bay Area Blvd Suite 120, Houston, TX 77058, United States -
Escayg CPA Services
● ClosedEscayg CPA Services is a professional accounting and finance institution located at 16611 White Star Drive in Houston, Texas, United States. Our team of experienced Certified Public Accountants (CPAs) offers a wide range of financial services to individuals and businesses, including tax preparation, auditing, bookkeeping, and financial planning. With a commitment to accuracy, integrity, and personalized service, Escayg CPA Services is dedicated to helping our clients achieve their financial goals and maximize their financial success. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.
16611 White Star Dr, Houston, TX 77062, United States -
petservicesbookkeeper
● ClosedPetServicesBookkeeper is an accounting and finance institution located at 1708 Willow Drive in Richmond, Texas, United States. Specializing in guiding PetCentric businesses to a healthier bottom line, the institution offers valuable hands-off bookkeeping services to save business owners their most valuable resource. With founder Sara Nelson at the helm, who holds Bachelor's and Master's degrees in Accounting and over fifteen years of experience in the field, PetServicesBookkeeper is dedicated to helping businesses sniff out errors and stop chasing their tails. Sara is a QuickBooks Online Certified Pro Advisor, a Certified Xero Advisor, and a Patriot Software partner, ensuring that businesses receive top-notch bookkeeping services. Located just outside of Houston, TX, Sara lives with her husband, son, and fur-children, providing personalized and expert financial guidance to PetCentric businesses.
1708 Willow Dr, Richmond, TX 77469, United States -
Naresh K Yadav CPA PC
● ClosedNaresh K Yadav CPA PC is an accounting and finance institution located at 16360 Park Ten Place in Houston, Texas, United States. Our team of certified public accountants provides a wide range of services including tax preparation, financial planning, auditing, and consulting. With years of experience and expertise in the field, we are dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Dr, 16360 Park Ten Pl #117, Houston, TX 77084, United States -
Ernest Garza PC CPAs
● ClosedErnest Garza PC CPAs is a reputable accounting and finance institution located at 4714 Meadows Edge Lane in Houston, Texas. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Ernest Garza PC CPAs for all your accounting and financial needs in the Houston area.
4714 Meadows Edge Ln, Houston, TX 77084, United States -
Garza Ernest CPA
● ClosedGarza Ernest CPA is a reputable accounting and finance institution located at 16803 Kieth Harrow Boulevard in Houston, Texas, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch services to individuals and businesses alike. Whether you need assistance with tax filings or financial advice, Garza Ernest CPA is the go-to institution for all your accounting needs.
16803 Kieth Harrow Blvd #2744, Houston, TX 77084, United States -
Katy CPA Services
● OpenKaty CPA Services is a professional accounting firm located at 10555 Turtlewood Court in Houston, Texas. Our team of experienced and knowledgeable certified public accountants is dedicated to providing top-notch financial services to individuals and businesses in the greater Houston area. From tax preparation and planning to bookkeeping and consulting, we offer a wide range of services to meet our clients' needs. With a commitment to excellence and personalized attention, Katy CPA Services is your trusted partner for all your accounting needs.
10555 Turtlewood Ct, Houston, TX 77072, United States -
Effinger Kenny CPA
● OpenEffinger Kenny CPA is a reputable accounting and finance institution located at 11915 Paddock Way in Houston, Texas, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial consulting. Clients can trust in their expertise and dedication to helping individuals and businesses manage their finances effectively. Contact Effinger Kenny CPA for professional and reliable financial solutions.
11915 Paddock Way, Houston, TX 77065, United States -
Wise James a CPA
● OpenWise James a CPA is a trusted accounting and finance institution located at 12345 Jones Road, Houston, Texas, United States. Specializing in serving small and mid-size businesses, we act as the accounting and financial department for our clients. Our team is dedicated to providing personalized services to meet your specific needs, ensuring that you feel like our only customer. With a focus on building trust and strong relationships, we offer a range of services including basic and professional monthly, quarterly, and yearly accounting and tax services. Mr. Wise, who received his CPA license in 1976, leads our team with expertise in general accounting, compilation, review, and audit services. We have also been approved by The American Institute of Certified Public Accountants for the quality review of our accounting and auditing services. As our clients' financial needs evolve, we adapt by offering a variety of services such as compilation, review, and audited financial statements.
12345 Jones Rd, Houston, TX 77070, United States -
Richard C. Cochran CPA
● OpenRichard C. Cochran CPA is a reputable accounting and finance institution located at 2700 Post Oak Boulevard in Houston, Texas, United States. With a team of experienced and skilled Certified Public Accountants, they offer a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust Richard C. Cochran CPA for accurate and reliable financial advice and services to help them achieve their financial goals.
2700 Post Oak Blvd, Houston, TX 77056, United States
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