This afternoon I had the pleasure of having a meeting with Andrea in regards to my family's situation. I provided her with my information and she was so helpful is giving me information and options specific to my needs. She has both knowledge and years of experience in helping both individual and business needs.
Worked with Matt on getting my 401K accounts rolled over to new IRA accounts. As always, Matt was professional and a joy to work with. He accommodated me an office visit and took the time to ensure all of my needs were met.
Excellent experience. The initial consultation was very enlightening and Andrea displayed remarkable competence and knowledge concerning my area of interest. I highly recommend
ABOUT US
Offering comprehensive financial services, our team provides tax saving strategies tailored for successful business owners and high net worth individuals maximizing tax efficiency and compliance. We believe this is an important building block for financial success. Let's get started!
ANDREA WARD, CPA
Licensed as a CPA in Texas since 1989, she graduated Cum Laude with a Bachelor's in Business Administration, majoring in Accounting, with equivalent minors in Finance and Economics from Texas A&M University and has extensive experience in individual and business taxation in addition to her proficiency in estate and trust taxation
MATT WARD CPA, CFP
Licensed both as a CPA and CFP, he is a Charter Retirement Planning Counselor specializing in retirement plans for businesses. Matt also is a Registered Investment Advisor and manages investment accounts for individuals and businesses as a fee only advisor. He is experienced in individual and business taxation and planning.
We saved a client $80,000 in tax by implementing entity restructuring and adding various business and retirement funding strategies.
We saved a doctor $255,000 in tax by employing retirement strategies
We saved $20,000 for a client establishing a health expense plan
We saved a small business owner $180,000 with entity restructuring
We saved a real estate investor $75,000 by establishing a tax deferment strategy to set them up for retirement in several years
SEE WHAT WE CAN DO FOR YOU!