GEO FINANCIAL & TAX SERVICES
About
WE HAVE BEEN PROVIDING QUALITY BOOKKEEPING, PAYROLL AND TAX PREPARATION SERVICES FOR OUR SMALL BUSINESS AND INDIVIDUAL CLIENTS IN THE HOUSTON METROPOLITAN AREA FOR THE PAST 21 YEARS. OUR FINANCIAL PLANNING SERVICE IS AN ADDED SERVICE THAT HANDLES THE TOTALITY OF OUR CLIENT'S FINANCIAL SITUATIONS. OUR OFFICE IS RUN BY EXPERIENCED ENROLLED AGENTS AND OTHER PROFESSIONALS WITH ADVANCED DEGREES. OUR COMPANY HAS EXCELLENT RATING WITH THE HOUSTON BBB.
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Frequently asked questions
What is your typical process for working with a new customer?
WE NORMALY INTERVIEW ALL PROSPECTIVE CLIENTS TO GET A GOOD FEELING OF THEIR NEEDS AND HOW OUR SERVICES CAN BE A FIT TO THEIR NEEDS.
What education and/or training do you have that relates to your work?
I GRADUATED SUMA CUM LAUDE IN ACCOUNTING AND HAVE AN MBA DEGREE IN BUSINESS. I AM AN ENROLLED AGENT ADMITED TO PRACTICE BEFORE THE INTERNAL REVENUE SERVICE. I AM A CHARTERED FINANCIAL CONSULTANT(ChFC), CHARTERED LIFE UNDERWRITER (CLU) AND A FELLOW OF THE NATIONAL TAX PRACTICE INSTITUTE. I HAVE OVER 15 YEARS EXPERIENCE IN FORTUNE 500 COMPANY WHERE I WAS THE MANAGER OF FINANCIAL REPORTING AND FINANCIAL PLANNING MANAGER.