We work with engineers, construction, retail and other Houston companies with up to $20 Million in sales, typically saving $20 - $100K in annual taxes with innovative tax and EXIT strategies. Most recently, we used specialized strategies to save $1.2 million in taxes for the owners, while shifting ownership to the next generation tax-free and putting almost $3 million aside for their retirement. Our clients leverage my ability to come up with creative solutions to help them save taxes and proactively tax plan, to determine their optimal structures for tax savings and exit strategies.
Sandra has over 30 years of experience in accounting and tax. She was one of the few people to pass the CPA exam before completing a college degree, has been published in The Practical Accountant Magazine, and been a national tax speaker and instructor for CPA's since 1990. She has been in practice in the Houston area since 1989, helping business clients get better control over their costs and providing proactive tax planning strategies. Also a Certified Financial Planner, Sandra helps couples, especially mom-and-pop business owners to set and maintain goals for retirement and legacy. She is a regular contributor to The Price of Business Radio Show.
Specialties: Individual and Business Tax and Accounting for Family-Owned Businesses, especially Multi-Entity, Trusts and Estates, Entity Choice and Structure, , Owner-optimized Compensation & Retirement Plans, QuickBooks, IRS Representation, Speaking on Tax Matters
www.finchcpafirm.com
sandra@finchcpafirm.com
281-379-1040
Company Details
- Employees
- 5
- Founded
- -
- Address
- 8900 Eastloch Dr, Spring,texas 77379,united States
- Phone
- +1 281 379 1040
- ad****@****irm.com
- Industry
- Accounting
- NAICS
-
Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesOffices of Certified Public AccountantsTax Preparation ServicesPayroll ServicesOther Accounting Services
- Website
- finchcpafirm.com
- HQ
- Spring, Texas
Finch Cpa Firm, Pllc Questions
Finch Cpa Firm, Pllc's helpline number is +1 281 379 1040
Finch Cpa Firm, Pllc's website is finchcpafirm.com
Finch Cpa Firm, Pllc's LinkedIn profile is https://www.linkedin.com/company/finch-cpa-firm
Finch Cpa Firm, Pllc has
5 employees.
View email and phone details for 5
employees at Finch Cpa Firm, Pllc.
Finch Cpa Firm, Pllc's industry is
Accounting
Finch Cpa Firm, Pllc's top competitors are
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Finch Cpa Firm, Pllc's support email address is admin@finchcpafirm.com
Finch Cpa Firm, Pllc's categories are Accounting
Finch Cpa Firm, Pllc's founding year is 1989
