We would love to hear from you, Let's discuss financial strategies!  

  

(281) 370-6622 

Services Provided

Since our inception in 1990, we have applied our education and experience to fully understand your unique situation in order to best serve you!

 

Our focus is on experienced, educated, confidential, and friendly assistance.

 

We exist to assist you with tax-advantaged consulting, tax preparation, and accounting services for individuals, businesses, partnerships, estates, corporations, and more.  

 

Let us become your trusted advisors, proactively working for you!

We Provide Business Consulting, Tax Planning and Reporting, Financial Planning and Implementation.

How can we be of service? 

 
Accounting Services:

We offer in-depth accounting services for business, corporations, trusts, and more! ​

Why worry about your own accounting? Call us instead! 

Criss Johnson, Accounting and Business Consultant: Criss@SETFS.com

SETFS Home Office: (281) 370-6622 

 
Tax Consulting

We are one stop shopping for you, your family, your business, and your estate. 

Our specialty is professional and personalized tax consulting. We get to know our clients. We work to truly understand your situation in order to ensure you receive all of the tax credits and benefits you deserve.

 

Just give us a call or send us an email. We would love to be of assistance! 


Brad Heilhecker, Individual Tax Specialist: Brad@SETFS.com

SETFS Home Office: (281) 370-6622 
 

Financial Services

For all financial services, please contact Katherine Nixon, CPA, or Brad Heilhecker. 


Katherine Nixon: Katherine.Nixon@JWCemail.com  

Brad Heilhecker:  Brad.Heilhecker@JWCemail.com  

SETFS Home Office: (281) 370-6622 
 

 

Additional Services

  • Tax advantaged longevity strategies - specializing in Long-Term Care funding & tax-free streams of income.

  • Financial planning and investment services

  • Helping you plan, build, pursue & protect your financial house.

  • Reviewing your current financial portfolio and prior years' tax returns.

  • Focusing on clients' complete financial picture: planning, investing, and reporting finances.

Consulting

  • Business & Individual Planning

  • Banking and Cash Flow Concerns

  • Buy, Sell, Lease, Liquidate Issues

  • Motivational and Leadership

  • Employee Considerations

  • Retirement Plans & Distributions

  • Investing Planning & Allocation 

Brokerage

  • Individual, Business, Trust & Estate

  • College, Retirement & Future Goals

  • IRA's and Other Retirement Plans

  • Commission Based

For Estates & Trusts

  • Estate Planning

  • Probate Assistance

  • Fiduciary Reporting

  • Representation before the IRS on audits and other matters.

 
SETFS, LLC

Office: (281) 370-6622

   Cell: (936) 870-8256

Katherine Nixon
CPA, CPC, PMP

Office : 281-370-6622

Cell: 936-870-8256

Katherine Nixon is a licensed CPA and financial advisor. Securities offered through J.W. Cole Financial, Inc.

Member FINRA/SIPC www.finra.org and www.sipc.org Advisory services offered through J.W. Cole Advisors, Inc.
J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., and SETFS, LLC are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

 

Katherine Nixon is a licensed CPA, not a CPA firm, yet does tax return preparation.

​© 2017 by Katherine Nixon. All Rights Reserved