Tax savings in Universal City, TX
15 results found
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Universal Tax Service
● ClosedUniversal Tax Service is a leading finance institution located at 1114 East Pioneer Parkway in Arlington, Texas, United States. We specialize in providing expert tax services to individuals and businesses, ensuring that our clients receive the maximum tax benefits and refunds possible. Our team of experienced professionals is dedicated to providing personalized and reliable tax solutions for all of our clients. Whether you need assistance with tax preparation, planning, or IRS representation, Universal Tax Service is here to help. Trust us to handle all of your tax needs with efficiency and accuracy.
1114 E Pioneer Pkwy Suite 16A, Arlington, TX 76010, United States -
The Davis Property Tax Group
● ClosedThe Davis Property Tax Group, located at 146 Ranch Drive in Boerne, Texas, is a finance institution dedicated to helping property owners maximize savings and minimize fees. Their team of proven consultants work diligently to ensure timely and accurate property tax filings, with a guarantee of no fee unless actual savings are realized. With an extensive network of consultants, they offer insights on market trends, negotiate the best deals for their clients, and provide forecasting and budgeting estimates for projects. Their skilled negotiation experts advocate fiercely for the best deal for their clients, offering services for both residential and commercial properties. They employ a diverse set of methodologies to effectively reduce property taxes for industrial properties, and leverage factors such as property specifics and legal classifications to accurately gauge home values. They also specialize in lowering property taxes for oil and gas properties by considering factors such as reservoir depletion and market conditions.
146 Ranch Dr, Boerne, TX 78015, United States -
Lisa Caldwell - State Farm Insurance Agent
● OpenLisa Caldwell - State Farm Insurance Agent is a trusted insurance agency located at 2418 19th Street in Lubbock, Texas. Lisa Caldwell has been serving the Lubbock community since 1988, bringing over 30 years of experience in the insurance industry. She is a graduate of Louisiana State University and holds an MBA from Southern Methodist University. At Lisa Caldwell - State Farm Insurance Agent, customers can expect personalized service and expert advice on a range of insurance products. Whether you are looking for auto, home, life, or business insurance, Lisa and her team are dedicated to helping you manage the risks of everyday life and protect what matters most to you.
2418 19th St, Lubbock, TX 79401, United States -
Raul Resendez - State Farm Insurance Agent
● ClosedRaul Resendez - State Farm Insurance Agent is a well-established insurance agency located at 1510 South Sugar Road in Edinburg, Texas. With 16 years of experience, Raul Resendez is dedicated to serving the community and helping individuals manage the risks of everyday life. Raul holds a Masters of Public Affairs, M.B.A., and Masters in Sociology from the University of Texas at Austin, as well as a B.B.A. from Southwest Texas State University. He is actively involved in various organizations such as the Edinburg Chamber of Commerce, McAllen Hispanic Chamber of Commerce, and the Edinburg Economic Development Corporation. At Raul Resendez - State Farm Insurance Agent, the team's mission is to assist customers with their insurance and financial services needs. Whether you are looking for auto, home, life, or pet insurance, Raul and his team are here to help you protect what matters most. They also offer valuable tips on safe commuting, accident prevention, and DIY auto maintenance to help you save on repair costs.
1510 S Sugar Rd #1, Edinburg, TX 78539, United States -
Steve Spencer - State Farm Insurance Agent
● ClosedSpencer - State Farm Insurance Agent is an insurance agency located at 12132 Gulf Freeway in Houston, Texas, United States. Steve Spencer can help you customize a coverage plan to protect what's important to you, whether it's your family, belongings, or finances. With options for safe driving rewards, bundling, and discounts, you can create a solution tailored to your needs. They offer auto insurance options in Houston, TX, including coverage for new drivers, business travelers, and more. State Farm is the largest auto insurance provider in the U.S., offering discounts for bundling auto and home policies. Steve Spencer can help you create a Personal Price Plan for your auto insurance quickly and easily.
12132 Gulf Fwy, Houston, TX 77034, United States -
Empire Finance of Denton
● ClosedEmpire Finance of Denton is a reputable financial institution located at 828 West University Drive in Denton, Texas. Specializing in a wide range of financial services, including loans, investments, and financial planning, Empire Finance is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellent customer service, Empire Finance of Denton is the go-to destination for all your financial needs in the Denton area.
828 W University Dr, Denton, TX 76201, United States -
West Texas Financial Planning
● ClosedWest Texas Financial Planning is a reputable finance institution located at 611 University Avenue in Lubbock, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized planning and expert advice. Whether you are saving for retirement, planning for your children's education, or looking to invest for the future, our team is here to provide guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
611 University Ave # 240, Lubbock, TX 79401, United States -
Merrill Lynch Financial Advisor Brooks A Bowman
● ClosedMerrill Lynch Financial Advisor Brooks A Bowman is a finance institution located at 4281 Esplanade Place, Flower Mound, Texas, United States. Brooks Bowman is known for his old-fashioned work ethic, high energy, and dedication to details, which he blends to enhance distinct aspects of clients' financial lives. His goal is to help clients build sustainable, multi-generational wealth by listening to their concerns, identifying their goals, and offering sincere attention and guidance that each client deserves. Brooks has a loyal circle of client families who are saving for retirement but do not have the time or inclination to manage their investments. He focuses on clients' financial goals to bring purpose and clarity to their investments, ignoring daily market noise and avoiding emotional investing pitfalls. Brooks holds the Chartered Retirement Planning Counselor and Certified Plan Fiduciary Advisor designations and is a Portfolio Manager who can manage clients' investments on a discretionary basis. He works with clients to identify their primary goals and needs, such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services, crafting financial strategies to help clients pursue desired outcomes and preserve wealth for current and future generations. Brooks has a BBA in Entrepreneurship and Venture Management from the University of Oklahoma and resides in Argyle, TX with his wife and children. At Merrill Lynch Wealth Management, Brooks and his team provide personalized financial planning centered on clients' goals and priorities, helping them manage, grow, and preserve their wealth while addressing their evolving needs over time. They offer the Merrill Personal Wealth Analysis™ to build a customized financial plan, supported by the global resources of Merrill and a team dedicated to building strong client relationships based on trust and personalized service. Brooks believes in creating comprehensive strategies to turn clients' goals into reality, helping them pursue their aspirations while managing strategic investment risk. By understanding clients' personal financial goals and priorities, Brooks designs a customized financial strategy to help clients address fluctuations in the market and changes in their lives, working together to achieve their goals. Merrill Lynch Wealth Management Advisors prioritize clients' financial needs and goals, offering personalized investment strategies and comprehensive financial solutions tailored to their unique situations. Brooks and his team are committed to helping clients stay on track to achieve what matters most to them, providing the latest investment insights, tips, and strategies to help clients live their best financial lives.
4281 Esplanade Pl Suite 300, Flower Mound, TX 75028, United States -
Edward Jones - Financial Advisor: Vaughan Ruple
● ClosedEdward Jones - Financial Advisor: Vaughan Ruple is a trusted financial institution located at 433 Kitty Hawk Road in Universal City, Texas, United States. As a dedicated finance professional, Vaughan Ruple provides personalized financial advice and services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Edward Jones - Financial Advisor: Vaughan Ruple is committed to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with Vaughan Ruple by their side.
433 Kitty Hawk Rd Suite 110, Universal City, TX 78148, United States -
Merrill Lynch Financial Advisor Jonathan B Rao
● ClosedMerrill Lynch Financial Advisor Jonathan B Rao is a finance institution located at 13135 Dairy Ashford Road, Sugar Land, Texas, United States. Jonathan has a Bachelor’s degree in Business from Texas A&M University and is a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor. He and his wife, Melinda, are third generation Houstonians and are actively involved in supporting their alma maters. Jonathan and his team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial plans tailored to individual goals and priorities, helping clients navigate through life changes and market fluctuations. The institution provides a range of financial solutions and investment strategies to help clients achieve their financial goals. Jonathan believes in understanding each client personally to offer the best financial approach that reflects their unique needs and priorities. With access to the resources of Merrill and Bank of America, clients can expect comprehensive financial guidance and support.
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, United States -
First Command Financial Advisor - Sherry Neeley
● ClosedFirst Command Financial Advisor - Sherry Neeley is a trusted institution located at 2101 Pat Booker Road in Universal City, Texas, United States. Specializing in finance, Sherry Neeley provides expert financial advice and personalized strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, First Command Financial Advisor - Sherry Neeley is dedicated to helping individuals and families secure their financial future.
2101 Pat Booker Rd STE 108, Universal City, TX 78148, United States -
Merrill Lynch Financial Advisor Timothy J White
● ClosedMerrill 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.
800 Capitol St, Houston, TX 77002, United States -
Pam Friedman, Robertson Stephens
● ClosedPam Friedman, Robertson Stephens is a boutique finance institution located at 1308 Navasota Street in Austin, Texas, United States. Led by Managing Director and Principal Pam Friedman, who has nearly 30 years of financial planning and investment experience, the firm offers a comprehensive suite of wealth management solutions. Pam is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst® who has authored books on marriage, divorce, and maintaining a healthy financial balance. She has been featured in various publications and on ABC News Radio. Pam is also a trained family law mediator and teaches financial topics in divorce to mediator trainees. The institution is known for its expertise in financial planning, investment strategies, and divorce planning. Pam holds an MBA, BBA, and BA in Finance and Economics from The University of Texas at Austin. The firm is dedicated to helping clients achieve their financial goals and maintain a healthy financial balance.
1308 Navasota St, Austin, TX 78702, United States -
Grant W McMichael CPA PLLC
● ClosedGrant W McMichael CPA PLLC is an accounting and finance institution located at 8307 Washita Drive in Austin, Texas. Specializing in tax savings for high-net-worth individuals, families, and businesses, Grant McMichael is a dedicated CPA with a passion for helping his clients maximize their financial opportunities. With a focus on tax planning, savings, and QuickBooks/Payroll support, Grant is known for his excellent service and honest advice. Grant's educational background includes a B.B.A in Accounting and a Master's in Accounting from St. Edward's University. Outside of work, Grant is a devoted father to his son Liam and enjoys training for triathlons. For top-notch accounting services in the Austin area, look no further than Grant W McMichael CPA PLLC.
8307 Washita Dr, Austin, TX 78749, United States -
WORX Payroll & HR Services
● ClosedWORX Payroll & HR Services is a leading institution located at 7412 University Avenue in Lubbock, Texas, United States. Specializing in accounting and finance, WORX offers a comprehensive suite of tools to help businesses manage employee payroll, time & attendance, onboarding, and more from a single portal. With top-notch customer service and a focus on efficiency and savings, WORX is dedicated to making the payroll process easier for businesses. Testimonials from satisfied clients, such as Alice Phillips, Director of Operations at Lubbock Primary Care, highlight the benefits of using WORX Payroll services. By streamlining processes and providing tools to manage payroll, staff demographics, candidate selection, and compliance, WORX helps businesses take care of their most valuable asset - their employees. With a focus on quality, affordability, and exceptional service, WORX Payroll is the trusted choice for businesses looking to simplify their payroll and HR processes.
7412 University Ave # 9, Lubbock, TX 79413, United States
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