Welcome to our website!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.


Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.


Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.


If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Directions to Our Office:

21 Waterway Ave Ste 300,
The Woodlands, TX 77380

Phone: (281) 214-2255
Fax: (281) 214-2249

To get to our office on the Waterway in The Woodlands, first exit 76B toward Woodlands Parkway.

Merge onto Woodlands Parkway and continue on Woodlands Parkway for about 2 miles until you come to Waterway Avenue. Turn right onto Waterway Avenue, and follow the road for about 0.3 miles.

21 Waterway Ave will be on your left. There is parking conveniently located in a garage across the street new the Marriott Waterway Hotel.
When you enter the parking garage, you take a parking ticket. Please bring it with you so we can validate. Go to the street level to exit the garage. As you cross the walkway, you’ll see our office on the corner of Waterway Ave. As you enter the building, you’ll find the elevators on the left. Go to the third floor and enter our lobby.

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