Our commitment to you. Providing the good life for you and your family is no doubt a major goal in your life. Helping you achieve this goal with less worry and greater ease is our commitment to you. You'll find that we can take much of the worry and stress out of your financial life.

We specialize in servicing the following industries: bio-technology, insurance, software manufacturing, entertainment, distribution, medical, law, ad agencies, real estate, mortgage banking, and personal care.

We are ready to assist you in:

Tax Planning and Preparation
Business Problem Solving 
13 Success Tips for Managing a Business
Financial Statements and Audits
Recordkeeping and Reports
Financial and Estate Planning
Investment Review
Elder Care Services
Other Links of Interest

Tax Planning and Preparation
We prepare all required tax returns to assure that you are paying no more tax than necessary. Throughout the year, we monitor tax law changes that will affect you, recommend tax-saving strategies, and serve as your advocate in tax matters.

Will you be audited by the IRS? Click HERE to do a quick estimate.

IRS Home Page

Business Problem Solving
As you start a business, we can help you select the proper organizational structure and secure adequate financing. We will work with you and your other advisors to solve your business problems. You will receive assistance with loan applications, pricing, credit policies, cash flow, cost controls, and your other business needs.

Financial Statements and Audits
If you need financial statements, we can prepare compilation, review, or audited statements. Helping you to use the statements in managing your business and increasing your profitability is an important aspect of our service to you.

Recordkeeping and Reports
If you're in business and need recordkeeping and accounting systems, we can design them to fit your needs. We also prepare other financial records and reports, including reports to state and federal agencies

Financial and Estate Planning
Increasing your net worth is an easier task with the help of a financial advisor. We will work with you, and when appropriate your other advisors, to increase your net worth, then plan with you to minimize estate taxes. A total program including an analysis of net worth, investment review, family gifting, trusts, retirement planning, and family business transfers is available to assist you in maximizing benefits for you and your heirs.

Handy Calculators

	College Funding: Do you know how much you need to set aside to fund a college education for your child? Education Funding Calculator
	Retirement: How much must you save each month for your retirement? Retirement Calculator
	Your IRA: What will your Individual Retirement Account (IRA) be worth when you get ready to start drawing on it? IRA Calculator
	Roth IRA: How does a Roth IRA compare to a traditional IRA? Roth Calculator
	Home Purchase: How much house can you afford? Home Loan Calculator
	Mortgage: What will your mortgage payment be? Mortgage Calculator
	Mortgage or Investments: Should you prepay your mortgage or invest the extra money? Financial Calculator
	Mortgage Interest: What is the actual interest rate on a mortgage? Interest Calculator
	Savings: What will your savings grow to? Savings Calculator
	Loans: How do you calculate loan repayment? Loan Calculator
	Prepayment: How do you calculate prepaying a loan, paying off credit card balances, etc? Prepayment Calculator
	Loan Payment: What payment is needed for different loan amounts or different interest rates? Loan Comparison Calculator

Investment Review
Your investment program will be reviewed periodically to be sure you are achieving the maximum return with no more risk than you want. As you consider new investment opportunities, we will act as your sounding board and advisor.

Other Links of Interest

We do not endorse any products, services, or businesses you may find by following these links. Do not enter into any transaction until you and/or your advisors are satisfied that you are getting what you are paying for.

Each link will open a new browser window.

Texas State Links:
Secretary of State - Texas
State Comptroller of Public Accounts - Texas
Department of Insurance - Texas

Government and Political Sites:
Social Security Administration
Small Business Administration
Internal Revenue Service
Official site for U.S. government information
US Congress on the Internet - legislative information
Vote smart - political topics plus status of current legislation

Reference Material and Lookup Sites:
College Financial Aid Helper
Section 529 College Savings Plans
MapQuest
Currency converter - any country to any other country
Zip code lookup - use any address
Business yellow pages - by state, by name
Webster's - dictionary and a thesaurus
Official US time by zones
Measurement converter - how many centimeters in an inch and numerous other conversions
Calculators - for almost any job under the sun
The ultimate reference desk - You can search the reference desk topics by keyword or table of contents.
Peoplefinder

General sites:
Ticketmaster - which events interest you?
Real estate listings - nationwide

Please contact us for a no charge conference. We can get acquainted, and you can see if we will be a good match for your financial matters.

Please call or e-mail if you would like to receive a FREE tax-cutting brochure or a FREE subscription to our informative client newsletter!