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Our Services

TAX & WEALTH MANAGEMENT

THE WOODLANDS & HOUSTON, TX

We serve individuals and businesses in all areas of financial management, including:

  • Retirement Planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Tax Planning - Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
  • Estate Planning- Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Risk Management- Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  • Education Funding- Recommending investment and accumulation strategies to help you pay for your children's education.
  • Investment Planning- Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
  • Employee and Executive Benefits - Helping your business attract and retain qualified employees through benefit packages.
  • Tax and Business Services-Our tax and business services are tailored to each business owner's circumstances. For some clients, we do all of the bookkeeping. We help keep your financials in order while supporting you and your employees in doing as much as you want on your own.
  • Outsourced Tax and Bookkeeping- For less than what it costs you to do it yourself or hire someone, Tax Advisors Unlimited can manage all or part of your bookkeeping functions.
  • Estate and Trust Tax Advising- We provide a wide variety of estate planning, wealth management, and trust services to protect our client's wealth for future generations.
  • Business and Financial Consulting Services- We'll work with you to help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.
  • QuickBooks Management Services- We work with our business clients to provide assistance with QuickBooks, including set-up, training, support, and reporting.
  • Business Formation and Incorporation Services- We can guide you through the process of forming your new corporation, including the preparation of financial statements and business plans to help secure funding.

Not all services are offered through Cetera Advisor LLC.