Does anyone have any recommendations on who to talk to about tax strategy in or near enough to The Woodlands?

I would describe business as small to mid size in terms of revenue and value and elder single owner. Family succession planning considerations may be needed - company structure / profit sharing / distributions important.

Might also want to specify the nature of the business involved.

We have some of the same issues in our family business and use Brian Stephens at Davis associates in Baytown

https://www.myitws.com/our-services

He is good

redaszag99 said:

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We have some of the same issues in our family business and use Brian Stephens at Davis associates in Baytown

https://www.myitws.com/our-services

He is good

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Thank you!

one safe place said:

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Might also want to specify the nature of the business involved.

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We primarily sell fleet fuel cards and also provide GPS for vehicle info / driver safety.

We specialize in tax mitigation strategies, specifically for business owners, and we're familiar with Texas tax laws. (We are not CPAs, but we work with them regularly.) We'd love to have a conversation. We have offices in Phoenix, Denver and Dallas.

We've also hosted several short webinars on tax mitigation strategies created specifically for TexAgs, if you'd like us to share them. Here's one on how to "Divorce the IRS."

Thanks,
Dylan Mumm, Tax Mitigation Specialist
Steptax.com
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