Business Details
Trusted Accounting and Tax Services in Houston, TX
Our firm delivers exceptional accounting and financial services rooted in three core principles: professionalism, responsiveness, and quality. With over 25 years of combined experience from regional public accounting firms and private industries, we specialize in income tax compliance, financial planning, retirement planning, and estate planning. As an IRS Certified Acceptance Agent, we assist foreign nationals with ITIN applications while offering strategic tax-saving recommendations to maximize after-tax income. Our team combines expertise in accounting, financial planning, and investment advisory services to provide personalized solutions for individuals, small businesses, and non-profit organizations.We prioritize continuous professional education to maintain technical excellence and deliver insightful advice, ensuring clients make informed financial decisions. Our commitment to excellence has earned us respect within the business and financial communities, fostering growth through client referrals. We pride ourselves on resolving tax problems efficiently and discreetly, offering free consultations to determine how best we can serve you.
Services
Tax Preparation
Tax Planning
Retirement Planning
Small Business Accounting
Part-Time CFO Services
Highlights and features
- We offer 25+ years of combined experience in accounting and financial planning.
- Our team includes an IRS Certified Acceptance Agent for ITIN applications.
- We provide part-time CFO services for strategic business growth.
- Our responsive team delivers personalized attention to every client.
- We maintain high standards through continuous professional education.
Associations and certifications
- IRS Certified Acceptance Agent
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
- FINRA Licensed Investment Advisor
Services
Tax Preparation
We prepare accurate and compliant tax returns for individuals and businesses, leveraging our expertise to ensure adherence to federal and state regulations. Our service includes identifying eligible deductions and credits to optimize tax outcomes. Clients benefit from our proactive approach to minimizing tax liabilities while maintaining full compliance.
Tax Planning
Our tax planning service focuses on legally reducing tax liabilities through strategic financial arrangements. We analyze clients' financial situations to recommend customized strategies that maximize after-tax income. This includes year-round advisory to adjust plans as regulations and personal circumstances evolve.
Retirement Planning
We help clients build sustainable retirement plans by evaluating investment options, tax implications, and risk management strategies. Our service includes IRA advisory and annuity guidance to ensure long-term financial security. We tailor solutions to align with individual goals and life expectancy.
Small Business Accounting
We manage accounting tasks for small businesses, including payroll tax compliance, financial reporting, and QuickBooks support. Our service allows business owners to focus on operations while ensuring accurate financial records. We also assist with BOI report filings and strategic business planning.
Part-Time CFO Services
Our Part-Time CFO service provides strategic financial guidance for business growth, including cash flow management and investment planning. We act as a trusted advisor to help businesses navigate financial challenges and opportunities. This service is ideal for companies seeking expert oversight without a full-time executive hire.
People
Francis Y Choy, CPA
Principal
Certified Public Accountant with 25+ years of experience in tax compliance, financial planning, and non-profit accounting. Holds CFP and RICP designations, with FINRA securities licenses and Texas real estate and insurance credentials. Graduated from the University of Houston.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll tax compliance, QuickBooks support, and strategic business planning tailored to small businesses.
How can you help with retirement planning?
We offer IRA advisory services, annuity guidance, and personalized strategies to ensure long-term financial security based on your goals.
Are you qualified to handle complex tax situations?
Yes, our team includes a Certified Public Accountant with 25+ years of experience resolving tax problems and optimizing tax strategies.
Do you offer consultations for new businesses?
Yes, we provide new business formation guidance and strategic planning to help startups establish a strong financial foundation.
What sets your firm apart from other accountants?
Our combination of technical expertise, personalized service, and commitment to continuous education ensures tailored solutions for every client.
