About Us

Financial Planning & Tax Office provides affordable and dependable bookkeeping & money management services to small businesses and individuals. We can take care of your books so you can get back to the job of running your business and generating profits!

For years, Financial Planning & Tax Office Inc. has been providing quality, personalized financial guidance to local individuals and businesses. Financial Planning & Tax Office Inc.'s expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Financial Planning & Tax Office Inc. is one of the leading firms in and throughout South Houston. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Put our 25 plus years of tax preparation, accounting and money management experience to work for your small business. We make sure that every client is served the way we would want to be served!

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Financial Planning & Tax Office Inc. is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of South Houston's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around South Houston. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Financial Planning & Tax Office Inc. receive competent and timely advice.