TOP 10 Estate tax strategies in Texas

Michael Merritt - Morgan Stanley is a leading finance institution located at 16554 Creekbend Drive in Sugar Land, Texas. With a strong reputation for providing top-notch financial services, the team at Michael Merritt - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, their experienced professionals are here to assist you every step of the way. Trust in Michael Merritt - Morgan Stanley for all your financial needs in the Sugar Land area.

Reimer McGuinness Hess is a financial institution located at 750 Town and Country Boulevard in Houston, Texas, United States. Specializing in accounting and finance, we offer a range of services to help take the stress out of running your business. Our team builds authentic, personal relationships with our clients to provide more than just transactional services. Whether you need an audit, review, or compilation, we offer the level of service necessary to meet your financial reporting needs. We provide expert strategic guidance to help you stay financially healthy and offer support for start-up business owners navigating complex accounting processes. Our online apps make it easy to conduct business with us, and we are committed to using technology to enhance our services while maintaining a personalized, human-centric approach. Additionally, we offer tips and strategies for managing business debt, creating sustainable practices, surviving supply chain disruptions, and curating holiday feasts that cater to all dietary preferences. Let us help you navigate the financial aspects of your business and plan for a successful future.

RODRICK DOW, PC is a respected accounting and finance institution located at 824 West 27th Street in Houston, Texas, United States. With a team of experienced professionals, RODRICK DOW, PC offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their expertise and commitment to excellence ensure that clients receive top-notch service and guidance. Whether you need help with bookkeeping, investment strategies, or estate planning, RODRICK DOW, PC is dedicated to helping you achieve your financial goals.

Eric 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.

Ashade & Associates is a virtual-based tax, bookkeeping, and consulting firm located at 1000 North Post Oak Road in Houston, Texas, United States. Founded by Tanishia Ashade, who holds a Bachelor of Science in Accounting and a Master of Public Administration specializing in Budgeting and Financial Management, the institution empowers small business owners to achieve financial structure and cut taxes by $10K-$50K with proven tax and accounting strategies. With over 15 years of experience, Mrs. Ashade is dedicated to helping individuals and business owners increase their financial confidence. The institution offers monthly bookkeeping packages using QuickBooks Online and other approved applications to keep books up to date, catering to real estate professionals and service-based small business owners. Their tax services are designed to save money by planning and applying legal tax strategies to maximize deductions and reduce income tax liabilities, providing support throughout the income tax season. Ashade & Associates is committed to providing peace of mind and financial strategy for small business owners.

Jade Fiducial Houston is a reputable finance institution located at 2200 Post Oak Boulevard in Houston, Texas, United States. With a team of experienced financial experts, Jade Fiducial Houston provides a wide range of financial services including accounting, tax planning, and consulting to individuals and businesses. Whether you are looking for assistance with financial planning or need help with tax compliance, Jade Fiducial Houston is dedicated to providing top-notch services tailored to meet your specific needs. Visit us today and let us help you achieve your financial goals.

Huckin Financial Group is a leading finance institution located at 4265 San Felipe Street in Houston, Texas, United States. Specializing in a wide range of financial services, Huckin Financial Group offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Huckin Financial Group is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or wealth management services, Huckin Financial Group is here to help you navigate the complexities of the financial world with confidence and success.

The Professional’s Resource Group at Morgan Stanley is a leading finance institution located at 24 Waterway Avenue in The Woodlands, Texas, United States. Our team of experts provides top-notch financial services and resources to professionals looking to manage and grow their wealth. With a focus on personalized solutions and industry expertise, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can support your financial needs.

Williams & Samuel CPAs & Advisors is a leading accounting and finance institution located in Houston, Texas. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and advisory services. Their office is conveniently located at 1111 Rosalie Street, making it easily accessible for clients in the area. Whether you are an individual or a business in need of financial guidance, Williams & Samuel CPAs & Advisors is dedicated to providing top-notch service and expertise to help you achieve your financial goals.

Gary Wulf - Morgan Stanley is a leading financial institution located at 717 Texas Avenue in Houston, Texas. As a branch of Morgan Stanley, one of the largest and most prestigious financial services firms in the world, Gary Wulf offers a wide range of wealth management services to clients in the Houston area and beyond. With a team of experienced financial advisors and experts, Gary Wulf - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Gary Wulf - Morgan Stanley is here to provide you with the guidance and support you need.

Morrison & Head LP is an accounting and finance institution located at 9430 Research Boulevard in Austin, Texas, United States. They were recently acquired by Ryan, a global tax services and software provider. The merger has created the largest property tax team in the United States, offering clients access to a wide range of tax-saving strategies. Existing clients can expect to receive the same excellent service with the added benefit of Ryan's value-added services. Follow Ryan on LinkedIn for updates on the next chapter of Morrison & Head LP and visit ryan.com for more information on their comprehensive property tax services.

Michel Gray & Rogers, LLP is a premier property tax law firm located at 824 West 10th Street in Austin, Texas. With over 125 years of combined experience in property tax and real estate, our team of expert attorneys is dedicated to saving millions for our clients one at a time. We offer a full range of services in accounting, finance, and law, specializing in property tax consulting. Our team of property tax professionals is committed to providing peace of mind for our clients through a simple four-step process. From consultations to navigating the complex property tax processes, we work diligently to ensure the best outcome for all property tax matters, no matter how simple or complex. With our expertise in property tax appeals and our focus on listening to our clients' goals and concerns, we design strategies to fit your objectives and achieve the best possible outcome.

McGinty & Associates LLP: Lake Greg CPA is a reputable accounting and finance institution located at 205 West 4th Street in Hereford, Texas, United States. With a team of skilled professionals led by Lake Greg, a certified public accountant, the firm offers a wide range of services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, McGinty & Associates LLP is dedicated to providing top-notch solutions tailored to meet your specific needs. Trustworthy, reliable, and experienced, this institution is committed to helping clients achieve their financial goals.

D & D Financial Services is a top-rated accounting and finance institution located at 11 Eagle Pass, Canyon, Texas, United States. In 2021, we were named a finalist in the Best of Amarillo for Tax Preparation, ranking among the top 3 tax preparation services in the entire Amarillo area. Our services range from personal tax preparation, including basic W2 1040's, to high-level Schedule C business and rental taxes. We also specialize in all types of business taxes for 1120/1120-S, C-Corp, S-Corp, and partnerships. Additionally, we provide comprehensive payroll services, including weekly paychecks, deductions, payroll taxes, 941 filings, and annual W2's and 1099's. Trust D & D Financial Services for all your accounting and finance needs.

Patriot Eagle Financial Services Inc. is a reputable accounting and finance institution located at 10600 North Loop Drive in Socorro, Texas, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust Patriot Eagle Financial Services Inc. to help you achieve your financial goals with precision and expertise.

The D & G Bhatia Family Partnership is a health institution located at 800 Peakwood Drive in Houston, Texas, United States. Our dedicated team of healthcare professionals is committed to providing high-quality medical care and personalized attention to all of our patients. With a focus on holistic wellness and preventative care, we strive to promote the overall health and well-being of our community. Visit us today and experience the difference that compassionate and comprehensive healthcare can make in your life.

Velasquez & Flores: Flores Fred A CPA is a reputable accounting and finance institution located at 401 Hillside Road in Laredo, Texas, United States. With a focus on providing expert financial services, including tax preparation, auditing, and financial consulting, Flores Fred A CPA is dedicated to helping individuals and businesses manage their finances effectively. Their team of experienced professionals ensures that clients receive personalized attention and high-quality service to meet their financial needs.

Coastal Bend Financials, LLC is a reputable accounting and finance institution located at 2600 Padre Boulevard in South Padre Island, Texas, United States. With a team of skilled professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Coastal Bend Financials, LLC is dedicated to providing top-notch service and expert advice to help you achieve your financial goals. Visit them today to see how they can assist you with all your accounting and finance needs.

JAMES KENDALL MBA CPA CFP RIA is a leading accounting and finance institution located at 117 Sproles Drive in Benbrook, Texas, United States. With a team of highly qualified professionals, including Certified Public Accountants (CPAs), Certified Financial Planners (CFPs), and Registered Investment Advisors (RIAs), the institution offers top-notch financial services and expertise to individuals and businesses alike. Whether you need help with tax planning, investment strategies, or retirement planning, JAMES KENDALL MBA CPA CFP RIA is dedicated to providing personalized solutions to help you achieve your financial goals.

Lovelace Payne LLC is a reputable finance institution located at 1635 Rogers Road in Fort Worth, Texas, United States. With a focus on providing top-notch financial services, Lovelace Payne LLC offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Lovelace Payne LLC are dedicated to helping you achieve your financial goals. Trust in Lovelace Payne LLC for expert financial guidance and personalized service.

Katopody LLC, located at 230 Park Boulevard in Grapevine, Texas, is a Certified Public Accounting firm dedicated to delivering value to clients in the real estate industry. Led by Thomas Katopody, who has over 30 years of experience in audit, tax, and consulting services, the firm offers a wide range of services including accounting, tax advisory, business consulting, strategy, technology, and data science. Our multi-disciplinary approach and results-oriented mindset set us apart, allowing us to provide tailored solutions to complex problems faced by our clients. Whether it's affordable housing development or compliance issues, we utilize every resource at our disposal to find and develop the best solutions. Contact us today for all your accounting, tax, and consulting needs in the real estate industry.

Anderson Johns, Yao & Davis CPAs PC is a reputable accounting and finance institution located at 4126 Pond Hill Road, Shavano Park, Texas, United States. Our team is dedicated to exceeding your expectations by providing high-quality services to ensure the success of our clients. With a focus on honesty and professionalism, we offer a range of services including tax law advice, financial planning, business start-up support, and commercial real estate assistance. Our expertise in financial reporting, audits, and international trade allows us to provide valuable insights and strategies for managing and growing your assets. Whether your tax situation is simple or complex, we are here to prepare your returns and offer efficient tax planning advice. Trust Anderson Johns, Yao & Davis CPAs PC for all your accounting and finance needs.

The Icpg is a reputable real estate agency located at 6200 UTSA Boulevard in San Antonio, Texas, United States. Our experienced team of professionals is dedicated to providing top-quality services to help clients buy, sell, or rent properties in the area. With a focus on customer satisfaction and industry expertise, Icpg is committed to helping clients achieve their real estate goals. Contact us today to learn more about how we can assist you with all your real estate needs.

Boyd Brian T CPA is a reputable accounting and finance institution located at 7410 Blanco Road in San Antonio, Texas, United States. With a team of experienced CPAs, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual or a business owner, Boyd Brian T CPA is dedicated to providing personalized and professional services to help you achieve your financial goals. Contact them today for expert financial advice and assistance.

Grazulis Financial Services is a reputable accounting and finance institution located at 5210 Tom Stafford Drive in San Antonio, Texas, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust Grazulis Financial Services for all your accounting and finance needs.

Thomas Williams CPA is a reputable accounting firm located at 901 Northeast Interstate 410 Loop in San Antonio, Texas. With a team of experienced and knowledgeable certified public accountants, we provide a wide range of services including tax preparation, financial planning, and audit services for individuals and businesses. Our commitment to excellence and client satisfaction sets us apart from the rest. Trust Thomas Williams CPA for all your accounting needs.

Cougar 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.

SIOVON HA, CPA is a reputable accounting and finance institution located at 14610 Richmond Avenue in Houston, Texas, United States. With a team of skilled professionals, they provide a wide range of financial services including tax preparation, audit representation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit SIOVON HA, CPA today for all your financial needs.

Prather & Prather CPA is a reputable accounting and finance institution located at 950 Echo Lane in Houston, Texas, United States. With a team of highly skilled and experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their dedication to excellence and personalized approach to client service sets them apart from other firms in the industry. Whether you are a small business owner or an individual seeking financial guidance, Prather & Prather CPA is committed to helping you achieve your financial goals.

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.