Executive Tax Planning Benefit Review Services
One of the things that make employment management quite problematic is tax planning and benefit reviews. No matter what kind of employment, they always need to take care of their employees’ taxes and benefits. Either they do it by themselves or they ask somebody to do it for them, they need to make sure that they do it properly or else their employees would experience a lot of problems. 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 annual Federal Income tax returns, hold a separate annual tax planning meeting, review your employee benefit statements with you, and advise you on your retirement plan* and 401K investment allocations.* What we are offering you is something that would solve your tax problems and help you deal with you taxation management in a more efficient way.
In order to give you an idea of how credible our services are, you should know the quality of work that we have been doing. And what better way to show this is to give you a list of the customers that we have – list of big names trusting a responsible company that delivers. We have in-depth experience with the retirement and benefit plans of most major Houston employers including:
Exxon Shell
AT & T Dow Chemical
Conoco Philips Chevron
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.
Jim Trippon, Houston tax CPA , a name growing popular among millionaires who seek financial advice in their IRS problems in Houstonand in their search for professional Houston tax representation.
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