Our office is currently open. The safety of our clients, employees, and community is one of our top priorities. We encourage our clients to submit their tax information to us electronically by scanning and uploading data via our secure client portal,FileShare.
If you need to update any personal information or are a new client, please download, fill out, and upload the Client Tax Organizer (located below) through our Sharefile link above.
This tax season we have several options available to you for preparation of your tax return.
Electronic submission of tax documents - Email your tax data to firstname.lastname@example.org or upload your tax data via our secure. FileShare
Types of client appointments - Virtual meetings, phone conference, and in-office appointments.
To schedule a meeting - Text or call 281.422.3087 or email us at email@example.com.
2022 Client Tax Organizer- Download our "2022 Client Tax Organizer" PDF by clicking HERE.
Fee Schedule - To view our rates, please view our downloadable PDF HERE.
Monday – Thursday 9:00 a.m. to 4:00 p.m.
Friday 9:00 a.m. to 3:00 p.m.
Please contact our office at 281-422-3087 with any questions.
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.