Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free tcontact us and we’d love to answer any questions you have and help in any way we can.

FINANCIAL PLANNING

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

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PREPARING FOR THE FUTURE

Delayed Gratification: Staying Focused to Get Ahead (Later) in Houston

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

Focus Training For Folks In Houston

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

Instilling Financial Literacy For Kids In Houston

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

How To Manage Money For Houston Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

Jaime Garcia’s Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

A 12-Point Financial Health Check For Houston Families And Individuals

We are now fully engaged in our tax "off season" here in Houston. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes (online...

Four Tips For Houston Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in Houston into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in Houston who are paying attention (because let's be...

3+ Reasons Why Houston Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our Houston office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that day...

The Joys Of Providing Professional Tax Services To Houston

Well, our primary work for this tax season in Houston has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in Houston, we make it a point to do a bit more than simply "fill out forms" on your behalf. I'll...

Jaime Garcia’s Tax Extension Breakdown

It's the final full week of tax season, and our office in Houston is hopping! But yes, I'm still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right around...
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