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
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Tax advantaged longevity strategies - specializing in Long-Term Care funding & tax-free streams of income.
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Financial planning and investment services
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Helping you plan, build, pursue & protect your financial house.
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Reviewing your current financial portfolio and prior years' tax returns.
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Focusing on clients' complete financial picture: planning, investing, and reporting finances.
Consulting
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Business & Individual Planning
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Banking and Cash Flow Concerns
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Buy, Sell, Lease, Liquidate Issues
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Motivational and Leadership
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Employee Considerations
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Retirement Plans & Distributions
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Investing Planning & Allocation
Brokerage
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Individual, Business, Trust & Estate
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College, Retirement & Future Goals
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IRA's and Other Retirement Plans
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Commission Based
For Estates & Trusts
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Estate Planning
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Probate Assistance
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Fiduciary Reporting
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Representation before the IRS on audits and other matters.
We would love to hear from you, Let's discuss financial strategies!
(281) 370-6622
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