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Your Trusted Advisors Proactively Working for You

Located in Houston, Texas. Established 1990. 

Accounting Services:

Providing services from accounting review to full-charge bookkeeping services for businesses, individuals, partnerships, and more. 

Tax Consulting

Providing tax-advantaged consulting and tax preparation for individuals, businesses, partnerships, estates, corporations, and more.  

Ensure your return is what it should be. Let us become your trusted advisors, proactively working for you!

Longevity Planning 

When Caring Needs a Strategy

We believe we are in business to help others make informed choices about graceful and dignity aging planning strategies.

We are dedicated to helping individuals, their families, as well as their professional team who guide them.

Helping You Navigate Tax and Accounting Matters


We provide:

*Complete tax-advantaged 

(individual & corporate) consulting

*Financial Strategies

*Accounting Services

Our primary regulator, 

FINRA, provides numerous investor education materials. 
One resource is BrokerCheck, which provides information about firms and financial advisors.

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Proactive Guidance

Office: (281) 370-6622

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