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.

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

Can I piggy back? Looking for someone in west Houston area.

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

What about a recommendation in South Austin?

I use Christian Carrion in Houston. Younger guy that started his own firm couple of years ago after working for a prominent Houston accounting CPA firm. I have pretty complicated taxes that he handles really well, including proactive tax planning, pass-through LLCs, etc. He also helped me through an audit two years ago with excellent advice and navigation. I strongly recommend him.



christian@carrionadvisorgroup.com
210-827-3193 (cell)
713-634-4460 (main)
Carrion Advisor Group, PLLC Thoughtful Process | Exceptional Service
3040 Post Oak Blvd Fl 1800, Ste 112, Houston, TX 77056

I'm in wealth management and presently seeking a tax counsel and preparation group in The Woodlands, from moderate to complex needs, residents of Texas and also California, if anyone has a recommendation. My longest running CPA asset retired unexpectedly a few months ago and I have several clients seeking a new engagement. I office in TW and would prefer that a new asset be in the same market. I'm covered in the city.

Feel free to DM me. Good luck to OP sorry for the derail.

I live in Nac and really should come see yall. Just not sure I have enough cash to bother managing.

I'm looking for someone in The Woodlands/Conroe area as well so also going to piggy back here as well. It's for my sister , not a complicated situation but she needs good advice.