Tax return guidance in Texas
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Great Multi Services (GMS)
● ClosedGreat Multi Services (GMS) is a trusted institution located at 6300 Richmond Avenue in Houston, Texas, specializing in accounting, finance, health, and insurance services. With over six years of experience, we are dedicated to helping individuals and small businesses find the best insurance solutions for their unique needs. At GMS, we understand the importance of health insurance as a lifeline that protects you and your loved ones from unexpected financial burdens. Our certified agents are here to guide you through a wide range of insurance options, from comprehensive health coverage to life insurance. We also offer tailored packages for small businesses to provide top-notch health insurance benefits for employees.
6300 Richmond Ave. #320, Houston, TX 77057, United States -
Patterson CPA LLC
● ClosedPatterson CPA LLC is a reputable accounting and finance institution located at 207 West Hickory Street in Denton, Texas, United States. With a team of experienced and dedicated professionals, Patterson CPA LLC offers a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Whether you are an individual or a business owner, you can trust Patterson CPA LLC to provide expert guidance and personalized solutions to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you manage your finances effectively.
207 W Hickory St #215, Denton, TX 76201, United States -
Brad R. Smith, CPA PC
● ClosedBrad R. Smith, CPA PC is a reputable accounting and finance institution located at 8008 Slide Road in Lubbock, Texas, United States. With a team of experienced professionals led by Brad R. Smith, a certified public accountant, the institution offers a wide range of services including tax preparation, financial planning, and business consulting. Clients can expect personalized attention and expert advice to help them navigate the complexities of financial management. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Brad R. Smith, CPA PC is dedicated to helping you achieve your financial goals.
8008 Slide Rd # 19, Lubbock, TX 79424, United States -
Boothe Vassar & Co
● ClosedBoothe Vassar & Co is a leading accounting and finance institution located at 1001 Farm to Market Road 700 in Big Spring, Texas, United States. Our team offers deep analysis and strategic guidance to help you make informed business decisions. We provide bookkeeping services to take the burden off your hands and offer the latest technology solutions to enhance your small business. Our focus is on the wellness of your business, body, and mind, and we provide valuable insights on managing business debt effectively. With the right strategies, we can help your small business survive and thrive through supply chain disruptions. Visit us online to explore our range of services and tools to support your business growth.
1001 FM700, Big Spring, TX 79720, United States -
Cerda Teran & Associates LLP
● ClosedCerda Teran & Associates LLP is a leading accounting and finance institution located at 107 Calle del Norte in Laredo, Texas, United States. Our team of experts is dedicated to providing top-notch financial services to individuals and businesses in the area. With a focus on accuracy, integrity, and professionalism, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, auditing, or financial planning, our experienced professionals are here to help. Contact us today to learn more about how Cerda Teran & Associates LLP can support your financial needs.
107 C. del Norte # 28, Laredo, TX 78041, United States -
Muñoz CPA LLC
● ClosedMuñoz CPA LLC is a top-rated accounting and finance institution located at 2021 West Freddy Gonzalez Drive in Edinburg, Texas, United States. Our team of certified public accountants offer personalized support, financial guidance, and real solutions for individuals and small businesses in McAllen, Edinburg, Pharr, Mission, and the wider Rio Grande Valley. With a focus on high-quality services such as bookkeeping, payroll, financial statements, IRS audit representations, tax preparation, tax planning, and business consulting, Muñoz CPA is dedicated to helping small businesses thrive. Our experienced team, led by Francisco and Amparo, is known for their knowledge and ability to explain complex financial matters in a clear and understandable way. Whether you are a new business owner or looking to grow your existing business, Muñoz CPA is here to provide the accounting and tax relief you need. Contact us today at (956) 219-3693 to get started with our online services from the comfort of your own home or office.
2021 W Freddy Gonzalez Dr, Edinburg, TX 78539, United States -
Newkirk & Newkirk Inc
● ClosedNewkirk & Newkirk Inc is a trusted insurance agency located at 3101 North Jackson Road in McAllen, Texas. With a commitment to providing personalized service and tailored insurance solutions, our experienced team is dedicated to helping clients protect what matters most. Whether you're in need of auto, home, life, or business insurance, our knowledgeable agents are here to assist you every step of the way. Contact us today to learn more about how we can help you secure your future.
3101 N Jackson Rd, McAllen, TX 78501, United States -
SMITH CAPITAL MANAGEMENT
● OpenSmith Capital Management is a leading finance institution located at 6300 Ridglea Place in Fort Worth, Texas. With a reputation for excellence and expertise in managing capital, Smith Capital Management provides personalized financial solutions to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, our team of experienced professionals is dedicated to providing tailored strategies and guidance to optimize your financial success. Trust Smith Capital Management to be your partner in financial prosperity.
6300 Ridglea Pl #908, Fort Worth, TX 76116, United States -
Hybrid Financial LLC
● ClosedHybrid Financial LLC, located at 1701 River Run, Fort Worth, Texas, is a finance institution dedicated to helping retirees create a lifetime income stream and achieve financial security. With a focus on protecting your principal, our team works with you to develop a retirement strategy that safeguards your money from loss while providing reasonable returns on investments. Our customized strategies, such as fixed index annuities and life insurance policies, offer both principal protection and a reasonable rate of return over time. We have locations in Southlake and Cedar Hill, Texas, where our experienced team can help you reach your retirement goals that will last a lifetime.
1701 River Run #1100, Fort Worth, TX 76107, United States -
Schulz Investment Consulting - UBS Financial Services Inc.
● OpenSchulz Investment Consulting - UBS Financial Services Inc. is a leading finance institution located at 301 Commerce Street in Fort Worth, Texas, United States. Specializing in investment consulting, they provide expert financial advice and services to help clients achieve their financial goals. With a team of experienced professionals, Schulz Investment Consulting - UBS Financial Services Inc. offers personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, they are dedicated to helping you make informed decisions and secure your financial future.
301 Commerce St # 2800, Fort Worth, TX 76102, United States -
Lydia H. Wong, CPA, Inc.
● ClosedLydia H. Wong, CPA, Inc. is a reputable accounting and finance institution located at 7131 Colleyville Boulevard in Colleyville, Texas. With a team of experienced professionals, they provide a wide range of services to individuals and businesses in need of financial guidance. Whether you require assistance with tax preparation, auditing, or financial planning, Lydia H. Wong, CPA, Inc. is dedicated to helping you achieve your financial goals. Contact them today at (682) 651-8882 or via email at cpa@lydiawongcpa.com to schedule a consultation.
7131 Colleyville Blvd Ste 103, Colleyville, TX 76034, United States -
Honey Bear Asset Management, LLC
● OpenHoney Bear Asset Management, LLC is a reputable accounting and finance institution located at 20602 Tree Meadow in San Antonio, Texas. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses manage their assets effectively. From investment planning to tax preparation, Honey Bear Asset Management, LLC strives to provide personalized solutions to meet their clients' unique needs. Trustworthy and reliable, this institution is dedicated to helping their clients achieve their financial goals.
20602 Tree Meadow, San Antonio, TX 78258, United States -
James B. Smith, CPA, PC
● ClosedJames B. Smith, CPA, PC is a reputable accounting and finance institution located at 17806 West Interstate 10 in San Antonio, Texas, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and consulting. Clients can trust James B. Smith, CPA, PC for accurate and reliable financial guidance to help them achieve their financial goals.
17806 W I-10, San Antonio, TX 78257, United States -
Future Financial Solutions
● ClosedWelcome to Future Financial Solutions, located at 1846 Snake River Road in Katy, Texas, United States. As a finance institution, we specialize in helping individuals protect and grow their nest eggs for a successful retirement. At Future Financial Solutions, we understand the importance of securing your savings for the future. Our team is dedicated to providing you with the information and strategies needed to ensure your financial stability in retirement. Whether you attend one of our educational seminars or schedule a one-on-one meeting with us, we will guide you in making informed decisions about your financial future.
1846 Snake River Rd B, Katy, TX 77449, United States -
Stephenson, LeGrand & Pfeil, PLLC Accounting Firm
● ClosedStephenson, LeGrand & Pfeil, PLLC Accounting Firm is a leading institution located at 1609 North Richmond Road in Wharton, Texas, United States. Specializing in accounting and finance, our dedicated team is excited to connect with you and provide a wide range of services. We offer tax minimization strategies for individual taxes, as well as assistance in setting up entities such as LLCs, Partnerships, S-Corps, and Corporations. Our expertise also extends to long-term tax planning to help you secure your financial future.
1609 N Richmond Rd, Wharton, TX 77488, United States -
The Mott Group | Graystone Consulting - Morgan Stanley
● OpenThe Mott Group | Graystone Consulting - Morgan Stanley is a premier financial institution located at 15021 Katy Freeway in Houston, Texas, United States. As a part of Morgan Stanley, they offer a wide range of financial services and expertise to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, The Mott Group | Graystone Consulting is dedicated to providing personalized solutions and exceptional service to their clients.
15021 Katy Fwy #650, Houston, TX 77094, United States -
Padgett Houston (Cypress)
● ClosedPadgett Houston (Cypress) is a reputable accounting and finance institution located at 8118 Fry Road in Cypress, Texas, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, payroll, and financial consulting. Whether you are a small business owner or an individual looking for financial guidance, Padgett Houston (Cypress) is dedicated to providing personalized solutions to meet your unique needs. Visit them today to experience top-notch financial services that will help you achieve your financial goals.
8118 Fry Rd Ste 1201, Cypress, TX 77433, United States -
Ronnie Moore, CPA P.C.
● ClosedRonnie Moore, CPA P.C. is a reputable accounting and finance institution located at 2411 Emancipation Avenue in Houston, Texas, United States. With a team of experienced professionals, including certified public accountants and lawyers, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, auditing, and legal support. Trust Ronnie Moore, CPA P.C. for all your financial needs.
2411 Emancipation Ave #200, Houston, TX 77004, United States -
Sparkman Wealth Management
● ClosedSparkman Wealth Management, located at 2200 Union Street in Leander, Texas, is a finance institution dedicated to helping clients achieve the highest return on their investments. Our team of advisors is committed to providing superior client service and guidance, with securities and advisory services offered through LPL Financial, a registered investment advisor. We offer a range of services to meet your financial needs, and our website serves as a valuable resource for clients and visitors alike. You can watch interesting videos on our site and schedule a meeting with one of our advisors to discuss your investment goals.
2200 Union St, Leander, TX 78641, United States -
GoalFusion Wealth Management
● ClosedGoalFusion Wealth Management is a leading finance institution located at 7611 Creekbluff Drive in Austin, Texas, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, GoalFusion Wealth Management is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards financial success.
7611 Creekbluff Dr, Austin, TX 78750, United States -
Larry Keiser CPA
● OpenLarry Keiser CPA is a reputable accounting and finance institution located at 1100 Live Oak Loop in Buda, Texas. With a strong focus on providing top-notch financial services, Larry Keiser CPA offers expert advice and guidance to individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of accounting and finance, ensuring their financial success. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Larry Keiser CPA is committed to delivering personalized solutions tailored to your specific needs. Trustworthy, reliable, and knowledgeable, Larry Keiser CPA is the go-to institution for all your accounting and finance needs in the United States.
1100 Live Oak Loop, Buda, TX 78610, United States -
Finch CPA Firm
● ClosedFinch CPA Firm is a reputable accounting and finance institution located at 1000 Gattis School Road in Round Rock, Texas, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Their dedication to providing personalized solutions and excellent customer service sets them apart in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Finch CPA Firm is committed to helping you achieve your financial goals.
1000 Gattis School Rd Suite 540, Round Rock, TX 78664, United States -
Amani Desravines, LLC Certified Public Accountants
● ClosedAmani Desravines, LLC Certified Public Accountants is a reputable accounting firm located at 7000 North Mopac Expressway in Austin, Texas. Our team of experienced professionals specializes in providing a wide range of accounting and finance services to individuals and businesses. Whether you need assistance with tax preparation, auditing, financial planning, or any other accounting needs, our dedicated team is here to help. With our commitment to excellence and attention to detail, you can trust Amani Desravines, LLC Certified Public Accountants to provide you with expert financial guidance and support.
7000 N Mopac Expy Suite 200, Austin, TX 78731, United States -
Lioness of Solutions, LLC
● OpenLioness of Solutions, LLC is a finance and consulting institution located at 1 Chisholm Trail Road in Round Rock, Texas, United States. Founded in 2018 by Bethani Kappes, the institution is dedicated to providing top-quality solutions for all clients in the areas of accounting and finance. Whether you need help with credit repair, taxes, bookkeeping, business consultations, or backend courses, Lioness of Solutions has the expertise to assist you in achieving your financial goals. At Lioness of Solutions, clients are not just numbers, they are a top priority. The dedicated team works tirelessly to ensure that every job is completed to the highest standard. Bethani Kappes, the founder, has a wealth of experience in taxes, accounting, business credit, real estate, and logistics, and is committed to helping clients succeed in their financial endeavors.
1 Chisholm Trail Rd, Round Rock, TX 78681, United States -
True North Advisors
● ClosedTrue North Advisors, located at 3100 West 7th Street in Fort Worth, Texas, is a finance institution that has recently announced a strategic growth partnership with WPCG and HGGC. This partnership will provide the Texas-based RIA with capital and expertise to drive growth through mergers and acquisitions. Founded in 2000, True North Advisors offers wealth management, family wealth planning, investments, and business transaction planning solutions to business owners, entrepreneurs, and families. With offices in both Dallas and Fort Worth, True North Advisors creates long-term partnerships with client families by providing prudent management and thoughtful oversight of their wealth and investments. The institution is entrepreneurial at its core, constantly seeking innovative solutions to deliver long-term capital growth and preservation. True North Advisors serves as a strategic partner, offering guidance through objectivity, intelligent counsel, and transparency.
3100 W 7th St #330, Fort Worth, TX 76107, United States -
Estrada Webb & Associates
● ClosedEstrada Webb & Associates is a finance institution located at 121 Countryside Court, Southlake, Texas, United States. Our team of professionals are Your Partners in Planning, dedicated to providing honest, integrity-driven, and personalized client service. With our combined experience, we offer a unique perspective and added value to our clients. We believe in the power of a team approach to help clients navigate the complex financial-services world. By seeking opinions from diverse sources with different backgrounds, education, and experience, we ensure that our clients receive comprehensive and well-rounded advice.
121 Countryside Ct Suite 140, Southlake, TX 76092, United States -
The Investment Center
● ClosedThe Investment Center is a leading financial institution located at 150 Cable Ranch Road in San Antonio, Texas. As a trusted name in the finance industry, we offer a wide range of investment services to help individuals and businesses achieve their financial goals. Our team of experienced professionals provides expert guidance and personalized solutions to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Investment Center is here to help you every step of the way. Visit us today to learn more about our services and how we can help you build a solid financial foundation.
150 Cable Ranch Rd Suite 200, San Antonio, TX 78245, United States -
Merrill Lynch Private Wealth Advisor Austin Burt
● ClosedMerrill Lynch Private Wealth Advisor Austin Burt is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. They offer industry-leading research and expert analysis to help individuals, families, businesses, and nonprofit institutions achieve their financial goals. The team includes private wealth advisors from Merrill Private Wealth Management and financial advisors from Merrill Lynch Wealth Management, working together to meet specialized needs and build relationships based on trust and personalized service. Dan, a multiple degree holder from The University of Texas at Austin, leads the team with a focus on managing substantial wealth and shaping a legacy for the future. Michael, another key member, brings extensive experience in working with nonprofits, endowments, businesses, and ultra high net worth families to address various financial needs. Bob, the founder of the Nelson Wood Nelson team, specializes in devising strategies for concentrated stock positions and using options to enhance portfolio returns.
1803 Broadway, San Antonio, TX 78215, United States -
Coomer Investments Inc
● OpenCoomer Investments Inc is a leading finance institution located at 10022 County Road 941E in Alvin, Texas, United States. With a strong focus on providing top-notch financial services, Coomer Investments Inc is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, our team of experienced professionals is here to guide you every step of the way. Trust Coomer Investments Inc to be your partner in financial success.
10022 County Rd 941E, Alvin, TX 77511, United States -
Merrill Lynch Financial Advisor Romain Meynier
● ClosedMerrill Lynch Financial Advisor Romain Meynier is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. Romain Meynier is a Financial Advisor at Merrill Lynch Wealth Management, leveraging Merrill investments resources and Bank of America banking and mortgage capabilities to provide clients with tailor-made financial strategies. With a background in financial engineering and experience in private banking, asset management, and investment banking, Romain Meynier offers personalized and dynamic investment portfolios to clients. Specializing in assisting clients with international questions, Romain Meynier focuses on managing risks and uncertainties to help clients achieve their financial goals. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Romain Meynier works with clients to develop customized financial approaches to address their needs and priorities. With a focus on long-term strategic asset allocation and incorporating shorter-term market anticipations, Romain Meynier aims to maximize net after-tax returns for clients. Partnering with Merrill Lynch and Bank of America, Romain Meynier provides advice and guidance to help clients manage, grow, and preserve their wealth for the future.
2800 Post Oak Blvd, Houston, TX 77056, United States
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