Looking for a CPA Tax and Investment Services

475 Views | 5 Replies | Last: 3 days ago by Bobcat-Ag
speck3
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Need some help with taxes going forward. Wife now in a position receiving stock and have an LLC for a currently small business venture. Any recommendations are welcome.
Holistic Planning
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Holistic Planning
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Sponsor
We help with tax advice, tax preparation (if you want) and investments ranging from basic stocks and ETFs to unique alternatives (SpaceX for one example) if you qualify from an accreditation standpoint.

Fee-only as well. No commissions.

You definitely should give us a shout to see if it's a fit. Seems like we've been able to help quite a few folks lately from TexAgs and have gotten very good feedback
www.holisticplanning.com/intro
Remarkably personal financial advice for a fuller life.
Charlie Murphy
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Can I piggy back? Looking for someone in west Houston area.
Welcome to the China Club

"Here's the pitch...POPPED it up! Oh man, that wouldn't be a home run in a phone booth."
-Harry Carey
kyle field 94
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AG
For those in west Houston, check out Nick Jones with JT Jones CPA

He has been filing my taxes for years. Topics including LLC's, employer stock, partnerships, etc

Bobcat-Ag
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What about a recommendation in South Austin?
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