UPDATED 05/01/2020 - Our office is open Monday through Thursday 9 am to 5 pm and Friday 9 am - 3 pm. We are currently limiting client contact and accepting your tax information by mail, drop-off, fax, secure upload, or email for preparation of tax returns.
Our lobby services will remain closed but available on a “as needed basis” to accommodate our clients. Clients that need to come in to sign, drop-off items, and various services, may do so by calling us.
For the safety of our clients and employees, we encourage all of our clients to forward their tax information electronically for completion of their tax return.
You may fax your tax information to us to 281-837-9868. Also, you may email a member of our team, or email firstname.lastname@example.org and we can provide you a link to securely upload your tax documents.
For our investment clients, our team is in the office monitoring your investment accounts, and we are here for your questions or immediate needs.
We may be reached at 281-422-3087 with any questions.
Annie McClellan, welcome to the team! The whole company welcomes you and we look forward to a successful journey with you! Annie recently graduated cum laude with concurrent bachelors and master’s degrees in accounting from Texas Lutheran University. We are honored to have you with us!
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.
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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.