About
Overview
BBB Accredited Since: 2/13/2020
Years in Business: 32
Payment methods:
Checks, Zelle and Wire Transfers
BBB Accreditation & Rating
About This Business
Corporate Services - CFO Advisory, Financial Statements Compilation, Accounting and Finance Support, Payroll
Financial Services - Retirement and Tax Planning
Products and Services
Business Consulting – Financial practices and procedures, business structures and business financial protections
Tax Compliance and Planning – Personal and Business Income Tax Returns filing, Benefits and Tax Deferred (401(k) and IRA) Plans,
Business and Life Insurances – Personal Retirement and Wealth Planning, Business Transfer Planning
Business Details
- Local BBB:
- BBB of Greater Houston and South Texas
- BBB File Opened:
- 2/7/2020
- Business Started:
- 3/3/1993
- Business Incorporated:
- 5/6/2019
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Stanley T. Tan, Accountant
Additional Contact Information
- Principal Contacts
- Mr. Stanley T. Tan, Accountant
- Customer Contacts
- Mr. Stanley T. Tan, Accountant
- Fax numbers
- Primary Fax: (832) 565-1745
- Additional Email Addresses
- Sales:
- Customer Service:
- Additional Websites
- Website 1
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Additional Information
- Refund and Exchange Policy
- None - All service fee paid are not refundable
- Referral Assistance
- Internal Revenue Service
1111 Constitution Ave., NW
Washington DC 20224
Phone Number: 800-829-1040
http://www.irs.gov/index.html - Texas Secretary of State
1019 Brazos Street
Austin TX 78711
Fax Number: 512-463-5709
http://www.sos.state.tx.us - Texas Secretary of State
P.O. Box 12887
Austin, TX 78711
Phone Number: (512) 463-5770
Fax Number: (512) 463-5709
http://www.sos.state.tx.us/index.html.us - Texas State Board of Public Accountancy
333 Guadalupe, Suite 900
Austin TX 78701
Phone Number: (512) 305-7800
Fax Number: (512) 305-7854
http://www.tsbpa.state.tx.us/
[email protected] - Business Categories
- CPA, Tax Return Preparation, Financial Services, Bookkeeping Services, Accounting
More Resources
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