Our office is currently open. For the safety of our clients and employees, please see our message below:
This tax season we have several options available to you for preparation of your tax return. However, we encourage our clients to forward their tax information electronically or make an appointment.
Electronic submission of tax documents - Email your tax data to firstname.lastname@example.org or upload your tax data via our secure Sharefile link.
Types of client appointments - Virtual meetings, conference calls, or appointments in our office. Please call 281-422-3087 to schedule an appointment with a tax preparer.
2021 Tax Season Hours
January 18th - January 29th 9:00 a.m. - 5:00 p.m. -- Monday – Friday
February 1st - April 15th 9:00 a.m. - 6:00 p.m. -- Monday - Friday
Saturday Schedule 9:00 a.m. - 1:00 p.m.
Please call 281-422-3087 with any questions. Thank you.
Our new office location is 2707 W. Baker Road in Baytown. You can contact us at 281-422-3087.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.
"An investment in knowledge pays the best interest."
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
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