Platinum Tax & Wealth Management is an independently managed, privately-owned tax and wealth management firm located in The Woodlands, TX serving affluent clients throughout the Greater Houston area as well as nationwide. Our firm works with successful individuals and families. We seek to build long-term relationships with hard working, self-made people who need help making sense of their financial situations and developing a clear vision of the future. By getting to know our clients, their families, and their hopes for the future, we’re able to create personalized roadmaps that take them where they want to go. We choose to remain a small fir...

Fresh Notion Financial Services offers outsourced CFO & Controller services to public and private companies in a broad range of industries. We customize our services in response to our client’s goals for their accounting and financial reporting departments. These goals include enhancing technical accounting knowledge, process improvement, deadline management, and overall cost savings. Our approach is to understand your company both in its current state as well as where you plan to take it and create a service offering that is both flexible and reliable as your business changes. Common services we provide are ongoing management of your period ...

FUll service CPA firm. Helping clients to maximize tax deductions and save money.

PERSONAL CLIENT SERVICE AND FINANCIAL ADVICE! IRS PROBLEM SOLVING. BENCHMARK YOUR PERSONAL FINANCIAL GOALS AND PLAN TO IMPLEMENT THEM. I have a passion for saving my clients money and keeping the tax man at arms length. We solve IRS issues!