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.

Economic Outlook Conference

The premier business and economic forecasting event of the year includes a program with dynamic and diverse speakers along with great networking; an unmatched event in The Woodlands. Every year, this ev...

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 Celebrating 35 Years

HFG Wealth Management has been serving clients for 35 years, building relationships with individuals, families, and small business owners that span time and generations.

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...

Legacy Chief Financial Office to offer The Woodlands Residents Wealth Management

Cameron Capriotti, CPA, CFP® launches Legacy Chief Financial Office to offer clients a household level CFO approach to Wealth Management.

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 ...

Planning For What Life Brings – Segment One

What is your next big life event? Will it be purchasing a home? According to 2,000 Americans surveyed by Homes.com, 40% said buying a home was the most stressful event in modern life.

The Impact of Low Interest Rates on Your Pension

I have guided a number of individuals working in the Energy Industry, here in Southeast Texas, through retirement planning; and over the years I have gained insight into the unique challenges and opport...

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.

Advanced Social Media Marketing Class

Empowered Pulse Presents: National Speaker & Internet Marketing Expert: Martin Obiozor on Monday, December 16, 2019.  They will be sharing Proven Strategies for using Internet Marketing and ...

Open House - 30 N Longspur Drive

Come tour this gorgeous home!