The 30 Best Estate tax planning in Katy, Texas

The Law Office of Katy M. Lovett, PLLC is a trusted and experienced legal firm located at 1000 Heritage Center Circle in Round Rock, Texas. Specializing in various areas of law, including family law, estate planning, and business law, Attorney Katy M. Lovett provides personalized and dedicated legal representation to clients in the Round Rock area and beyond. With a commitment to excellent client service and a track record of successful outcomes, the Law Office of Katy M. Lovett, PLLC is a top choice for individuals and businesses seeking expert legal guidance.

Tax-TLC is a finance institution located at 24333 Cinco Terrace Drive in Katy, Texas. We specialize in providing expert tax services to individuals and businesses, ensuring that our clients receive the maximum benefits and deductions allowed by law. Our team of experienced professionals is dedicated to providing top-quality service and personalized attention to each client. Whether you need help with tax preparation, planning, or IRS representation, Tax-TLC is here to help you navigate the complex world of taxes with ease and confidence. Contact us today to schedule a consultation and experience the difference our expertise can make for your financial success.

Estate Sales By K&D, LLC is a finance institution located at 611 Diamond Falls, San Antonio, Texas, United States. Due to Covid19 regulations, wearing a mask is recommended at all sales, with hand sanitizer provided and social distancing encouraged. Specializing in selling the contents of complete homes, luxury estates, antiques, collectibles, furniture, fine art, coins, fine jewelry, automobiles, and more, Estate Sales By K&D, LLC conducts 2 to 3 day sales depending on the estate size. Cash offers can be made for estates with insufficient items for a sale. They handle all advertising, signage, and directions, aiming to sell everything for top dollar and leave the house clean. When the time comes to liquidate an estate, Estate Sales By K&D, LLC offers a hassle-free compassionate service to maximize revenue. They provide organizing, staging, and selling of items in a professional manner. With experience and knowledge, they clean, organize, display, research, price, advertise, and sell estate contents, providing all staff and necessary equipment. Unsold items are boxed up for donation, with coordination for pick up by local charities and tax donation receipts provided. The house is left clean at the sale's close, with optional trash removal and house cleaning services available. Clients are not required to do anything, as the team ensures every item is properly analyzed and valued. Contact them at 210-350-4309 or 210-350-4946, or email estatesalesbykandd@gmail.com for a free consultation and successful estate sale plan. Look forward to upcoming sales with Katy and Debbie at Estate Sales By K&D, LLC.

Creative Planning is a top-ranked independent advisory firm located at 2717 Commercial Center Boulevard in Katy, Texas. Specializing in finance, we offer comprehensive wealth management services tailored to each client's needs. Our team of wealth managers in the Houston Area is dedicated to helping you achieve your financial goals and providing you with peace of mind. We prioritize privacy and will not share your personal information with third parties. Contact us today to set up a free consultation and start your journey to a richer way to wealth.

Right Decision Financial Planning, located at 7043 Terrece Ridge in Katy, Texas, has been providing independent fiduciary investment services since 2002. As a Registered Investment Adviser (RIA), we are held to the highest standard of client care, always putting our client's interests first and fully disclosing any potential conflicts of interest. Unlike traditional advisors, we do not directly hold customer funds or securities, instead, the client's assets are held at their chosen custodian for safekeeping. Our services include investment advisory and financial planning, with a focus on structuring prudent fiduciary processes around planning and investment management. We monitor our clients' progress on an ongoing basis and meet with them at least annually to discuss their financial goals. We work with most major custodians, offering our clients the flexibility to choose the custodian that best suits their needs.

Hilltop Tax & Financial Services is a trusted institution located at 28418 Buffalo Fork Lane in Katy, Texas, United States. Specializing in accounting and finance services, our experienced team is dedicated to helping individuals and businesses navigate the complexities of tax preparation, financial planning, and more. With a commitment to providing personalized and professional service, Hilltop Tax & Financial Services is your go-to destination for all your financial needs.

BR Financial and Tax Services is a virtual services office located at 5034 Royal Amber Lane in Katy, Texas, United States. Specializing in accounting and finance, our firm offers a wide range of services including bookkeeping, business start-ups, corporate taxes, estate tax returns, expatriate returns, and more. As a United States Government federally-licensed tax practitioner Enrolled Agent, we can represent you and your company before the IRS in collections, audits, and appeals. Our team is dedicated to providing the best qualified, professional, and personable experience for every client. We work with businesses of all sizes, offering online and remote virtual assistance, including payroll services. Specializing in Bonafide, Expatriate Taxes, and business and individual taxes, we strive to minimize taxes for every client.

Eftex Tax Solutions is a leading accounting and finance institution located at 26717 Westheimer Parkway in Katy, Texas, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. From tax preparation and planning to financial consulting, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how Eftex Tax Solutions can assist you with all your accounting and finance needs.

Edward Jones - Financial Advisor: Katie Prescott is a trusted financial institution located at 921 10th Street in Floresville, Texas, United States. As a dedicated financial advisor, Katie Prescott provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a strong focus on building relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Katie Prescott is committed to helping individuals and families secure their financial futures. Contact us today to schedule a consultation and start planning for a brighter tomorrow.

Old Katy Investments Ltd is a reputable finance institution located at 1421 Avenue C in Katy, Texas, United States. With a strong commitment to providing expert financial services, our team of professionals is dedicated to helping clients achieve their investment goals. Whether you are looking to grow your wealth, save for the future, or plan for retirement, Old Katy Investments Ltd is here to guide you every step of the way. Trust us to provide personalized financial solutions tailored to your unique needs and objectives. Visit us today to learn more about how we can help you secure a prosperous financial future.

The Goff Financial Group in Katy/Energy Corridor, located at 16225 Park Ten Place in Houston, Texas, is a trusted finance institution dedicated to providing personalized investment solutions to individuals and couples. Led by a team of experienced professionals including founder Matt Goff and financial advisors Rick Peterson and Nick Lyons, the institution focuses on offering transparent and unbiased advice to help clients achieve their financial goals. As a fee-only financial advisory firm, The Goff Financial Group prioritizes the best interests of their clients by avoiding conflicts of interest that may arise from commissions or fees from financial products. With over 25 years of experience, the institution has built a reputation for delivering sound and objective financial advice tailored to each client's unique circumstances.

Edward Jones - Financial Advisor: Katie Brown, CFP® is a reputable financial institution located at 11754 Jollyville Road in Austin, Texas, United States. As a Certified Financial Planner (CFP®), Katie Brown offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Edward Jones - Financial Advisor: Katie Brown, CFP® is dedicated to helping individuals and families make sound financial decisions for a secure future.

EG Tax Services is a finance institution located at 25722 Kingsland Boulevard in Katy, Texas, United States. Specializing in Partnership Returns, LLC Filings, Business Returns for S Corps and C Corps, EG Tax Services offers personalized tax and accounting services tailored to meet the unique needs of individuals and businesses. With over 18 years of industry experience, the team at EG Tax Services in Houston, Texas, is dedicated to providing exceptional client service and ensuring compliance with US tax laws, including payroll tax requirements. Trust EG Tax Services with all of your tax and accounting needs.

Clary's Tax Service, LLC is a trusted accounting and finance institution located at 1800 Snake River Road in Katy, Texas, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our services include tax preparation, planning, consulting, and more. At Clary's Tax Service, LLC, we are committed to providing our clients with personalized and reliable financial solutions to help them achieve their goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

Memorial Tax Advisors LLC: Cotrone Mike CPA is a reputable accounting and finance institution located at 9225 Katy Freeway in Houston, Texas, United States. With a focus on providing expert tax advice and financial services, the institution is led by CPA Mike Cotrone who has a wealth of experience in the field. Whether you are an individual or a business in need of tax planning, preparation, or financial consulting, Memorial Tax Advisors LLC is dedicated to helping clients navigate the complex world of accounting and finance with precision and expertise.

Katie Rinehart - Morgan Stanley is a renowned financial institution located at 301 Congress Avenue in Austin, Texas, United States. Specializing in providing top-notch financial services, Katie Rinehart - Morgan Stanley is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized investment strategies, wealth management solutions, and financial planning services. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Katie Rinehart - Morgan Stanley is dedicated to providing expert guidance and support every step of the way. Visit their office in Austin today to learn more about how they can help you secure a strong financial future.

Prestige Tax USA is a reputable accounting and finance institution located at 21919 Clay Road in Katy, Texas, United States. With a team of experienced professionals, they provide expert tax services and financial advice to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Prestige Tax USA is dedicated to providing top-notch services to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can help you with your accounting and finance needs.

Prince Tax Inc is a top-rated accounting and finance institution located at 731 Long Prairie Drive in Katy, Texas, United States. Our team of experienced professionals is dedicated to providing expert tax preparation, financial planning, and accounting services to individuals and businesses alike. With a commitment to excellence and personalized attention to each client's unique needs, Prince Tax Inc is your trusted partner in managing your finances effectively. Contact us today to schedule a consultation and take the first step towards financial success.

La Dama de Los Taxes is a reputable finance institution located at 25807 Westheimer Parkway in Katy, Texas. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or consulting, La Dama de Los Taxes is here to assist you every step of the way. Trust us to handle your financial needs with precision and care. Visit us today to experience our excellent service firsthand.

Legacy Tax Services is a reputable accounting and finance institution located at 2023 North Mason Road in Katy, Texas. With a team of experienced professionals, they provide top-notch tax services and financial advice to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Legacy Tax Services is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing excellent service to their clients in the Katy area and beyond.

KG Tax Multiservices is a comprehensive financial institution located at 3060 North Fry Road in Katy, Texas. Specializing in tax preparation, insurance services, and travel planning, our experienced team is dedicated to providing top-notch assistance to our clients. Whether you need help with your taxes, want to protect your assets with insurance coverage, or are looking to plan your next adventure, KG Tax Multiservices is here to help. Visit us today to experience our professional and reliable services.

Top Priority Taxes is a leading accounting and finance institution located at 4935 Wilderness Glen Court in Katy, Texas, United States. With a dedicated team of experts, we prioritize providing top-notch tax services to individuals and businesses. Our goal is to ensure that your financial needs are met with precision and efficiency. Trust Top Priority Taxes for all your accounting and finance needs.

Toro Taxes is a reputable accounting and finance institution located at 19308 Morton Road in Katy, Texas, United States. We specialize in providing expert tax preparation services, financial consulting, and accounting solutions for individuals and businesses. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the tax system and achieve their financial goals. Whether you need assistance with tax planning, bookkeeping, or financial analysis, Toro Taxes is here to provide personalized and reliable services to meet your needs. Visit us today to experience the difference our expertise can make in your financial success.

Christina's Tax Service, Inc. is a trusted institution located in Houston, Texas, specializing in accounting, finance, and real estate services. With a convenient location on Katy Freeway, our team of professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need assistance with tax preparation, investment planning, or real estate transactions, Christina's Tax Service, Inc. is committed to helping you achieve your financial goals. Contact us today to learn more about how we can assist you with all of your financial needs.

Citadel Property Tax Advisors is a leading finance institution located at 11757 Katy Freeway in Houston, Texas, United States. Specializing in property tax consulting, their team of experts helps clients navigate the complex world of property taxes to ensure they are paying only what is fair and accurate. With a commitment to personalized service and a deep understanding of the industry, Citadel Property Tax Advisors is a trusted partner for individuals and businesses looking to minimize their property tax liabilities.

Property Tax Funding is a finance institution located at 11111 Katy Freeway in Houston, Texas. We specialize in providing property tax loans to homeowners and businesses who are struggling to pay their property taxes. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of property taxes and find a solution that works for them. Whether you need a short-term loan to cover a temporary financial setback or a long-term solution to help you manage your property tax payments, Property Tax Funding is here to help. Contact us today to learn more about our services and how we can assist you with your property tax needs.

Shalimar Tax Service is a reputable accounting and finance institution located at 9337 Katy Freeway in Houston, Texas, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and bookkeeping. Our goal is to provide our clients with accurate and reliable financial solutions to help them achieve their goals. Whether you are an individual or a business owner, Shalimar Tax Service is here to assist you with all your financial needs. Contact us today to schedule a consultation.

Edward Jones - Financial Advisor: Katy Cope is a reputable finance institution located at 2806 Trail Drive in Denison, Texas, United States. As a trusted financial advisor, Katy Cope provides personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to invest wisely, Katy Cope is dedicated to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Katy Cope is committed to helping clients secure their financial future.

Vargas Agency, LLC is a reputable finance and insurance agency located at 5718 3rd Street in Katy, Texas, United States. With a strong commitment to providing top-notch financial and insurance services, our dedicated team of professionals is ready to assist clients in navigating the complexities of the financial world. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, Vargas Agency, LLC is here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

The Law Office of Natalia Salazar, PLLC is a reputable legal institution located in Katy, Texas. Specializing in various areas of law, including family law, immigration law, and estate planning, Natalia Salazar and her team provide expert legal advice and representation to clients in need. With a commitment to professionalism, integrity, and personalized service, the firm strives to achieve the best possible outcomes for their clients. Whether you are facing a difficult family situation, navigating the complexities of immigration law, or planning for the future with estate planning, the Law Office of Natalia Salazar, PLLC is here to help. Contact them at 535 East Fernhurst Drive for expert legal assistance.