Providing quality client-focused accounting and CPA services.

New Businesses
Buy, Sell, Trade, and Local Specials within The Woodlands

Tech Mahindra - The Woodlands 2019

Manoj Gupta, Tech Mahindra Senior Vice President - Energy, and Larry Deckerhoff discuss their new office opening in The Woodlands area.

Related News and Events
1099 Forms

Are you thinking you should have received a 1099? Or maybe sent one of these forms? Sterling Wealth Advisors breaks down the different 1099s available so you can be better prepared this tax season.

A Look at HSAs

A Health Savings Account may provide you with remarkable tax advantages.

Check Your Credit Before Applying for a Mortgage

Your credit report is one of many documents that companies use to assess your creditworthiness. Creditors will pull your credit before approving your application for a credit card, and credit checks can...

Do Women Face Greater Retirement Challenges?

Why are women so challenged to retire comfortably? You can cite a number of factors that can potentially impact a woman’s retirement prospects and retirement experience.

Erich Kelley joins Sterling Wealth

Sterling Wealth Advisors proudly announces the addition of Erich Kelley, Wealth Advisor, to its Woodlands office staff.

HFG Wealth Management – Helping Employees transition A Company Merger or Acquisition!

HFG Wealth Management is a Texas-based wealth management and financial advisory firm whose headquarters are in The Woodlands

HFG Wealth Management has been named to Financial Advisor's 2019 Annual RIA Ranking

We are pleased to announce that HFG Wealth Management has been named to Financial Advisor’s 2019 Annual RIA Ranking.

I inherited $1 Million Big ones… what now?

So you came into some money – let’s make sure that you have the basics shored up first.

Last-Minute Charitable Giving With the Best Tax Breaks

Because the Tax Cuts and Jobs Act has set such a high standard deduction, taxpayers may not get additional itemized deductions for charitable donations. However, with a little strategic planning in char...

New Year, New You, New Plan to Organize Your Finances!

Are you feeling a little over-whelmed with the paper piles or credit card bills now coming in from Christmas spending? You are NOT alone! How you organize your finances in January will prove beneficial ...

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Welcome to The Sum.

My name is Michael Rahn. I created The Sum after over a decade in the financial services industry. My background is in finance and I spent many years at a big firm caring for my clients’ financial needs.

What Determines Car Insurance Rates?

Driver history is just one factor; there are many others.

Don't Give up Now, a Round Table discussion presented by Woamtec

Women on a Mission to Earn Commission is proud to bring together a panel of proven entrepreneurs for an evening of inspiration. •Do you need advice on building your business? •Are you look...

Entrepreneur Mindset Training

Have a business idea but don’t know where to start? Do you want to learn how to be an entrepreneur? This training is designed to teach 7 essentials of an entrepreneurial mindset. The overall ob...

OE and NIA Networking Coffee

Office Evolution and Network In Action of Conroe are excited to host a networking coffee!  Mark your calendars and come take a tour of the beautiful offices and amenities at Office Evolution, join...