Strategic legal planning in Texas
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Bank of America Private Client Advisor Samantha A Kennedy
● OpenBank of America Private Client Advisor Samantha A Kennedy, located at 800 Capitol Street in Houston, Texas, is a finance institution that provides personalized advice and guidance to ultra-high-net-worth families and nonprofit institutions. Samantha Kennedy, a Managing Director with Bank of America Private Bank, leads a team of specialists who offer services in wealth structuring, investment management, asset financing, banking, philanthropy, and nonprofit advisory. With over 20 years of experience in the industry, Samantha is dedicated to the long-term well-being of her clients, working towards their financial objectives with strategic planning and expertise. She is actively involved in various nonprofits in the Houston area, demonstrating her commitment to giving back to the community. The institution focuses on building strong client relationships based on trust and personal experience, aiming to meet the needs and goals of individuals, families, businesses, and institutions. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial goals. They prioritize innovation and adaptability in today's evolving financial landscape, providing clients with disciplined strategies and solutions for wealth management. Important information about the institution's services, privacy policies, and risk factors is provided on their website. Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients are encouraged to consult their own advisors before making financial decisions.
800 Capitol St, Houston, TX 77002, United States -
Monarch Wealth Management
● OpenMonarch Wealth Management is a finance institution located at 2806 Flintrock Trace, Lakeway, Texas, United States. They offer investment products and services through Wells Fargo Advisors Financial Network, LLC and are dedicated to helping residents in select states achieve their financial goals. Please note that the use of the CDFA® designation by Monarch Wealth Management does not imply legal expertise. Additionally, they provide insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to note that opinions and actions taken on social media platforms are those of third parties and do not necessarily reflect the views of Monarch Wealth Management. Residents outside of the U.S. should be aware that the information provided is for informational purposes only and not an offer to participate in any investment opportunities. Please consult with a financial advisor to learn more about the products and services available in your country of residence.
2806 Flintrock Trace, Lakeway, TX 78738, United States -
Five Stone Tax Advisers LLC
● ClosedFive Stone Tax Advisers LLC is a leading institution located in Austin, Texas, specializing in accounting, finance, and legal services. Our team of experienced professionals is dedicated to providing expert tax advice and assistance to individuals and businesses. With a commitment to excellence and a focus on client satisfaction, Five Stone Tax Advisers LLC is the go-to choice for all your tax and financial needs. Visit us at 11211 Taylor Draper Lane to see how we can help you achieve your financial goals.
11211 Taylor Draper Ln #300, Austin, TX 78759, United States -
Jay Finn, CPA
● ClosedJay 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.
11500 Northwest Fwy Ste 100, Houston, TX 77092, United States -
Reimer McGuinness Hess
● ClosedReimer 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.
750 Town and Country Blvd #800, Houston, TX 77024, United States -
Morrison & Head LP
● ClosedMorrison & 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.
9430 Research Blvd Building 1, Suite 400, Austin, TX 78759, United States -
Tax Hack
● ClosedTax Hack is a premier institution located at 901 South MoPac Expressway, Austin, Texas, United States, specializing in accounting, finance, and legal services. Our team takes the time to thoroughly understand your business, industry, structure, history, and objectives in order to evaluate opportunities and risks. We develop customized strategic plans to lower your tax liability and maximize cash flow based on your specific stage of business and industry. With a focus on measurable results and continuous support, we offer tax advisory services and accounting for businesses of all sizes. Our specialty R&D tax services cater to businesses looking to optimize their tax benefits while remaining compliant. From e-commerce to manufacturing, marketing technology, and beyond, we empower businesses across diverse industries with innovative tax and advisory strategies.
901 S MoPac Expy Suite 300, Austin, TX 78746, United States -
Era Tax Solutions
● ClosedEra Tax Solutions is a finance institution located at 5404 Boxelder Drive in Arlington, Texas, United States. Specializing in tax solutions, our team of experts is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax planning, preparation, or resolution, Era Tax Solutions is here to help you navigate the complex world of taxes with ease and confidence. Trust us to provide personalized solutions tailored to your specific needs and goals. Contact us today to learn more about how we can help you achieve financial success.
5404 Boxelder Dr, Arlington, TX 76018, United States -
Baer Bonson Business Services, Inc.
● ClosedBaer Bonson Business Services, Inc. is a leading accounting and finance institution located at 13747 US Highway 87 East, Adkins, Texas, United States. We believe in shifting the mindset of our clients to view strategic business advisory and bookkeeping as an investment rather than a cost, ultimately generating a significant Return on Impact (ROI) for their business growth and success. At Baer Bonson Business Services, Inc., we help our clients establish a strong financial foundation to become proactive rather than reactive with their finances. By using financial analytics and key performance indicators (KPIs), we assist in tracking and evaluating the progress of financial plans and the overall health of their companies. We assess progress, identify areas of success, and make necessary adjustments to create a plan for the next phase of growth.
13747 US Hwy 87 E, Adkins, TX 78101, United States -
NIXON & NIXON LEGACY
● ClosedNixon & Nixon Legacy is a reputable accounting and finance institution located at 22742 Cypresswood Drive in Spring, Texas, United States. With a strong legacy of excellence in financial services, our team of experienced professionals is dedicated to providing top-notch accounting and financial solutions to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, Nixon & Nixon Legacy is here to help you achieve your financial goals. Visit us today to experience the difference our expertise can make for your financial future.
22742 Cypresswood Dr #1016, Spring, TX 77373, United States -
Wheeler Fairman & Kelley
● ClosedWheeler Fairman & Kelley is a reputable accounting and finance institution located at 6011 West Courtyard Drive in Austin, Texas. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. Whether you need assistance with tax preparation, financial planning, or investment management, Wheeler Fairman & Kelley is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances effectively.
6011 W Courtyard Dr #400, Austin, TX 78730, United States -
Lavalais LPC, PLLC
● OpenLavalais 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.
4700 FM 365 Suite A #144, Port Arthur, TX 77642, United States -
Elliott Law Firm
● ClosedElliott Law Firm is a reputable law firm located at 5519 Plaza Drive in Texarkana, Texas, United States. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal representation and personalized service to their clients. Whether you are facing a criminal charge, going through a divorce, or need assistance with estate planning, Elliott Law Firm is here to help. Contact them today for a consultation and see how they can assist you with your legal needs.
5519 Plaza Dr, Texarkana, TX 75503, United States -
Core Professional Services, LLC
● OpenCore Professional Services, LLC is a leading institution located at 202 South Dixon Street in Gainesville, Texas, United States. We offer a wide range of professional services to assist individuals and businesses in achieving their goals and objectives. Our team of experienced professionals provides expert guidance and support in areas such as accounting, tax preparation, financial planning, and business consulting. With a commitment to excellence and a focus on customer satisfaction, Core Professional Services, LLC is dedicated to helping our clients succeed. Contact us today to learn more about how we can help you reach your full potential.
202 S Dixon St, Gainesville, TX 76240, United States -
Toronjo & Prosser Law
● OpenToronjo & Prosser Law is a distinguished law firm specializing in finance and legal services, conveniently located at 6440 N Central Expy Suite 104, Dallas, TX 75206, United States. The firm is dedicated to providing expert legal counsel and financial guidance to individuals and businesses alike. With a team of seasoned attorneys, Toronjo & Prosser Law offers a comprehensive range of services, including financial planning, corporate law, tax law, and litigation support. Clients can expect personalized attention, strategic advice, and a commitment to achieving favorable outcomes. Whether you are navigating complex financial regulations or seeking legal representation, Toronjo & Prosser Law is your trusted partner in Dallas for all your legal and financial needs.
6440 N Central Expy Suite 104, Dallas, TX 75206, United States -
Bryan Gallerson Law Offices
● OpenWelcome to Bryan Gallerson Law Offices, where your legal needs are our top priority. Conveniently located at 2110 W Walnut Hill Ln, Irving, TX 75038, we are proud to serve the Irving community and surrounding areas with a commitment to excellence and personalized attention. At Bryan Gallerson Law Offices, we specialize in providing comprehensive legal services tailored to meet the unique needs of each client. Whether you are facing a complex legal challenge or seeking guidance on a specific matter, our experienced team is here to help. Our areas of practice include family law, personal injury, criminal defense, and estate planning, among others.
2110 W Walnut Hill Ln, Irving, TX 75038, United States
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