TOP 30 Income tax expertise in Houston, Texas

206 results found

Gabrielle Baker is a financial advisor at Ameriprise Financial Services, LLC located at 10375 Richmond Avenue in Houston, Texas, United States. She 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter. Gabrielle specializes in providing comprehensive financial planning services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and investment strategies. With her expertise and commitment to excellence, Gabrielle Baker is dedicated to helping clients achieve their financial goals and secure their financial future.

La Vera Prestage - Financial Advisor at Ameriprise Financial Services, LLC, located at 5718 Westheimer Road, Houston, Texas, United States, offers a range of financial services and expertise. The institution provides various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover a wide range of financial planning topics and ensure that advisors are well-equipped to provide expert advice to individuals, retirees, small business owners, and high net worth clients. The institution also offers specialized training for professionals serving military personnel and their families. With a commitment to ethical standards and ongoing education, La Vera Prestage - Financial Advisor provides comprehensive financial planning services to meet the diverse needs of clients.

Randall C Sutton is a Financial Advisor at Ameriprise Financial Services, LLC located at 5151 San Felipe Street in Houston, Texas, United States. With a variety of 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®, Randall C Sutton is equipped to provide expert financial advice and planning services for individuals and businesses. Whether you are looking for retirement planning, investment strategies, estate planning, insurance products, or specialized advice for veterans and military personnel, Randall C Sutton has the knowledge and expertise to help you achieve your financial goals. Contact them today for personalized financial solutions tailored to your needs.

Anthony S Hensley is a Financial Advisor at Ameriprise Financial Services, LLC located at 9821 Katy Freeway, Houston, Texas, United States. He holds various certifications such as 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®. Anthony specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. He is dedicated to upholding the highest ethical standards and continuously educating himself to better serve his clients' needs. With his expertise and commitment to excellence, Anthony S Hensley is a trusted partner in helping clients achieve their financial goals.

Martin Wheeler is a financial advisor at Ameriprise Financial Services, LLC located at 5151 San Felipe Street in Houston, Texas, United States. He 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 his expertise in areas such as asset management, retirement planning, estate planning, investment analysis, and financial planning for specific demographics such as retirees, small business owners, and individuals with special needs. Martin Wheeler is committed to providing comprehensive and tailored financial advice to his clients, helping them achieve their financial goals and secure their financial future.

Jalin Casares, a Financial Advisor at Ameriprise Financial Services, LLC, located at 11 Greenway Plaza in Houston, Texas, offers a wide range of financial services and expertise. Jalin Casares holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating a commitment to ethical practices and advanced knowledge in asset management, retirement planning, estate planning, and investment strategies. Jalin Casares is also trained as a Behavioral Financial Advisor, Chartered Advisor in Philanthropy®, and Certified Divorce Financial Analyst, providing specialized services to clients in various financial situations. With a focus on comprehensive financial planning and a dedication to continuing education, Jalin Casares is equipped to assist clients in achieving their financial goals and securing their financial future.

Craig Hoffman, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5151 San Felipe Street in Houston, Texas, offers a range of financial services to individuals and small business owners. Craig holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Craig helps clients navigate complex financial decisions and achieve their long-term goals. Whether you are planning for retirement, managing wealth, or navigating a divorce, Craig Hoffman is dedicated to helping you make informed financial decisions.

Navneet Pahal - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5850 San Felipe Street in Houston, Texas, offers a range of financial services and expertise. Navneet Pahal holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating a commitment to excellence in wealth management and financial planning. With a focus on asset management, estate planning, investment strategies, and retirement planning, Navneet Pahal provides personalized advice and solutions to meet the needs of individuals, retirees, small business owners, and high net worth clients. Whether you are looking for advice on investments, insurance products, or estate planning, Navneet Pahal can help guide you towards achieving your financial goals.

Edward Jones - Financial Advisor: Mike Ragsdale, AAMS™ is a reputable finance institution located at 3201 Kirby Drive in Houston, Texas, United States. With a focus on personalized financial planning and wealth management, Mike Ragsdale, a certified Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Edward Jones - Financial Advisor: Mike Ragsdale, AAMS™ is dedicated to providing tailored solutions to meet your individual needs. Trust in their expertise and experience to secure your financial future.

Thalia Christy Savvidis is a Financial Advisor at Ameriprise Financial Services, LLC located at 5151 San Felipe Street, Houston, Texas, United States. Thalia 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Thalia specializes in providing comprehensive financial planning services to individuals and businesses, with expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Thalia is dedicated to upholding the highest ethical standards and continuing education to best serve her clients in achieving their financial goals.

Michael R Misner - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5151 San Felipe Street in Houston, Texas, is a finance institution offering a range of services to meet the diverse needs of individuals seeking expert financial guidance. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Michael R Misner is equipped to provide specialized advice on asset management, wealth transfers, retirement planning, estate planning, investment opportunities, and insurance products. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Michael R Misner has the expertise and knowledge to help you achieve your financial goals. With a commitment to ethical standards and ongoing education, clients can trust in the professionalism and dedication of the team at Ameriprise Financial Services, LLC.

Ann Hundl is a financial advisor at Ameriprise Financial Services, LLC located at 3200 Southwest Freeway, Houston, Texas, United States. She holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, wealth transfers, retirement planning, and fiduciary practices. Ann Hundl specializes in providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. She is dedicated to helping her clients make informed decisions and achieve their financial goals.

Chad James - Financial Advisor at Ameriprise Financial Services, LLC is located at 3050 Post Oak Boulevard in Houston, Texas. As a finance institution, Chad James offers expert financial advice to help clients achieve their goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in Chad James' expertise. The institution provides a Client Relationship Summary Disclosure and encourages individuals to meet to discuss their financial priorities. While the initial consultation offers an overview of financial planning concepts, written analysis and recommendations are not provided. Chad James can conduct securities business with residents of specific states where properly registered, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC reminds clients that future financial results cannot be guaranteed and encourages users to adhere to the website rules and regulations for privacy and security. By referring friends or family members, clients can help them achieve their financial goals with the assistance of Chad James. With a focus on online security and protection against email fraud, Ameriprise Financial Services, LLC is committed to providing a safe and reliable financial planning experience for all clients.

Evan Branfman - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3050 Post Oak Boulevard in Houston, Texas, offers a range of financial services to meet the needs of individuals in asset management. Evan Branfman holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in areas such as estate planning, investment strategies, retirement planning, and fiduciary practices. The institution is dedicated to helping clients make informed financial decisions and achieve their long-term goals. With a focus on ethical practices and continued education, Evan Branfman provides personalized financial solutions to retirees, small business owners, high net worth clients, and individuals with specific financial needs. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Evan Branfman is committed to providing expert guidance and support.

Michael Trahan - UBS Financial Services Inc. is a leading financial institution located in Houston, Texas. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals is dedicated to providing personalized financial solutions for our clients. With a focus on integrity and expertise, we strive to help individuals and businesses achieve their financial goals and secure their financial future. Visit us at 4400 Post Oak Parkway to learn more about how we can help you manage and grow your wealth.

Elton Wong is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 11 Greenway Plaza, Houston, Texas, United States. Elton Wong 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 Elton Wong's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Elton Wong is dedicated to providing clients with comprehensive financial planning services and guiding them towards achieving their financial goals.

Randy Head - Raymond James is a reputable finance institution located at 5847 San Felipe Street in Houston, Texas, United States. With a focus on providing personalized financial services, Randy Head - Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their experienced team of professionals is dedicated to delivering top-notch financial advice and guidance to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Randy Head - Raymond James is committed to helping you secure a stable financial future.

Edward Jones - Financial Advisor: Diana G Van Horn, CFP® is a reputable financial institution located at 20121 West Lake Houston Parkway in Humble, Texas, United States. With a focus on providing personalized financial planning services, Diana G Van Horn, a Certified Financial Planner, offers expert guidance and expertise to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or save for the future, Diana G Van Horn and her team at Edward Jones are dedicated to providing exceptional service and tailored solutions to meet your individual needs. Trust Edward Jones - Financial Advisor: Diana G Van Horn, CFP® for all your financial planning needs.

At Edward Jones - Financial Advisor: Lance A Lawrence, located at 18525 West Lake Houston Parkway in Humble, Texas, United States, you can trust in the expertise and personalized service of a dedicated financial advisor. Lance A Lawrence is committed to helping clients achieve their financial goals through tailored investment strategies and comprehensive financial planning. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones is here to provide professional guidance and support every step of the way. Visit us today to start building a secure financial future.

Peter Roth - Raymond James is a reputable finance institution located at 700 Rockmead Drive in Houston, Texas, United States. With a team of experienced financial advisors, they provide personalized investment strategies and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Peter Roth - Raymond James is dedicated to providing expert guidance and support every step of the way. Trust in their expertise and commitment to helping you secure a strong financial future.

Merrill Lynch Financial Advisor Timothy J White is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, they believe in building lasting wealth through straightforward guidance and prudent choices. With over 210 years of collective industry experience and managing over 3 billion in client assets as of January 1, 2024, their Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. The team at TSPN focuses on personalized, informed support and avoids risky investments and complex strategies. They believe in simplifying the complexities of their clients' financial lives by offering banking services through Bank of America, N.A. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. They offer services such as investment portfolio reviews, rebalancing, and strategy adjustments to help clients reach their financial goals. The team at Merrill Lynch does not provide legal, tax, or accounting advice, but they work with clients to help them make informed financial decisions. Financial Advisor JJ is a graduate from the University of Houston with a Bachelor of Business Administration in Finance. He is committed to helping clients reach their personal and financial goals by creating a wealth management plan tailored to their needs. Financial Advisor Sylvia is dedicated to helping families and business executives prepare for their financial future by understanding their needs and values. She believes in creating long-lasting client relationships built on trust and professional integrity. Registered Wealth Management Client Associate Elena "Kate" Walker has been with Merrill Lynch since 2017, working with domestic and international clients. Fluent in Spanish, she has a background in social science research and is dedicated to helping clients reach their financial goals.

Merrill Lynch Private Wealth Advisor Tyler Lane, located at 800 Capitol Street in Houston, Texas, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. As a Private Wealth Management team, they focus on serving a limited number of clients to provide the attention and solutions they deserve. With access to resources from Merrill and Bank of America, the team has specialized training to address the complexities of the evolving financial world. Their services include insights, observations, and ideas to help clients achieve their financial goals, as well as assistance in estate planning and wealth preservation. Clients work with a highly experienced and rigorously trained team who strive to understand their goals and values, providing access to banking capabilities and investing solutions to help pursue financial goals.

Merrill 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.

Edward Jones - Financial Advisor: Jay Joiner is a reputable finance institution located at 19100 West Lake Houston Parkway in Humble, Texas, United States. Jay Joiner is a highly skilled and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or create a comprehensive financial strategy, Jay Joiner can provide personalized guidance and expert advice. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jay Joiner is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

David Hergert - Financial Advisor, Ameriprise Financial Services, LLC, located at 1331 Gemini Street, Houston, Texas, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals and businesses. David Hergert 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®, CFP®, Certified Fund Specialist, ChFC®, 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 his expertise and commitment to providing clients with comprehensive and tailored financial advice. Whether you are planning for retirement, managing investments, or navigating complex financial situations, David Hergert is dedicated to helping you achieve your financial goals.

Adam John Badeaux is an Associate Advisor at Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, United States. Specializing in finance, Adam holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, among others. With expertise in asset management, retirement planning, estate planning, and more, Adam provides comprehensive financial advice to individuals and small business owners. Partnering with clients to navigate complex financial decisions, Adam is dedicated to helping clients achieve their financial goals and secure their financial future.

Allen Baker - Financial Advisor at Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, is a finance institution offering a wide range of financial services. Allen Baker 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, Allen Baker is dedicated to helping individuals achieve their financial goals. Additionally, Allen Baker is a Certified Divorce Financial Analyst and a Certified Fund Specialist, demonstrating his specialization in financial planning for specific situations. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Allen Baker is a trusted advisor with the qualifications to guide you towards financial success.

David Moss is a Financial Advisor at Ameriprise Financial Services, LLC located at 1300 Hercules Avenue, Houston, Texas, United States. David Moss holds several 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®, CFP®, 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 David Moss's expertise in various financial planning areas including asset management, retirement planning, estate planning, investment management, risk management, and insurance products. David Moss is committed to providing comprehensive and specialized financial services to individuals, retirees, small business owners, and high net worth clients. Contact David Moss for expert financial advice and planning tailored to your specific needs.

Molen & Associates, located at 11555 Champion Forest Drive in Houston, Texas, is a well-established accounting and finance institution with over 40 years of experience. Specializing in proactive tax preparation, tax planning, accounting, and IRS resolution services, we cater to small business owners, contractors, and self-employed individuals. Our team stays ahead of law changes and offers services such as bookkeeping, tax preparation, and compliance needs review. We help you set up systems to track your finances, manage expenses, and analyze reports to make strategic decisions for business growth. Our customer-first approach includes face-to-face interviews, actionable feedback, and a focus on improving results year after year. With a dedicated team of experts, we aim to help you achieve financial freedom and resolve any tax problems efficiently and discreetly. Stay updated on tax laws with our weekly articles and securely send documents via our client portal link. Trust Molen & Associates to provide you with the expertise and support needed to navigate the complexities of tax preparation and accounting.

Jay Finn, CPA is a reputable institution located at 11500 Northwest Freeway in Houston, Texas, United States. Specializing in accounting, finance, and legal services, our team of professionals has been providing strategic tax and business solutions for individuals and small businesses since 1980. Founded by a former IRS agent, Jay Finn, CPA is known for quickly resolving tax issues for clients facing challenges with the IRS, such as back taxes, audits, payroll taxes, and more. With over 35 years of experience, we have successfully helped clients navigate complex tax problems and find effective solutions. Our services include individual tax preparation, tax planning, estate tax returns, as well as foreign tax expertise for those with international income or assets. We also offer streamlined payroll, bookkeeping, and tax resolution services for small and medium businesses looking to stay compliant without the cost of an in-house specialist.