call us for an appointment :  713-661-1040

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 advise you on your retirement plan and 401K investment allocations.

We have in-depth experience with the retirement and benefit plans of most major Houston employers including:

AT & T
Dow Chemical
Conoco Philips
Marathon Oil
Reliant Energy
MD Anderson
Baylor College of Medicine
and many others.

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!

Knowledge Center

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