Executive
Tax, Planning, & Benefit Review Services
Are You a Manager with a major Houston Employer?
For corporate executives
with major Houston employers we offer fixed fee "concierge
level" executive tax planning, IRS representation, and employee
benefit review service.
For a single fixed
fee we will prepare your annula Federal Income tax returns, hold
a separate annual tax planning meeting, review your employee benefit
staements with you, and advsie you on your retiurement plan* and
401K investment allocations.*
We have in-depth experience
with the retirement and benefit plans of most major Houston employers
including:
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Exxon
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Shell
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AT
& T
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Dow
Chemical
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Conoco
Philips
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Chevron
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Marathon
Oil
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Reliant
Energy
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MD
Anderson
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Baylor
College of Medicine
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and
many others.
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NOTE: All investment
review services are provided by our affiliated company, Trippon
Wealth Mangement group, LLC, an SEC Registered Investment Advisory.
Tax planning and preparation services are provided by J.M. Trippon
& Company, PC CPAs.
Call
us today at 713-661-1040 and let us put our experience to work
for you. Protecting your bottom line is our top priority!
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