When searching for a local CPA in The Woodlands or Houston area, check out Fisher CPA. These guys…read morehelp local small business owners with accounting management. They are great!

From the owner: We have years of experience with federal & state taxes, regulations and creating solutions for your…read moregrowing business. We take the time to understand your individual situation and then apply our knowledge of changing tax laws to help you make the best business and personal decisions. We constantly monitor tax legislation, regulations and court rulings so we can provide the most effective tax planning for the future of your business and personal finances. In addition to tax services, we also offer accounting services, complete outsourced bookkeeping services, business consulting, and controller services.

Horrible customer service. Using the online chat feature requires you explain your issue and then…read moreget told to call a phone number. Calling the number gets you an automated bot that repeats the same information every time you call (about signing up online for paperless even if you already have). Next the bot struggles to identify your problem and asks repeated questions. This is all after the online rep gave you the number to the department you needed to speak with. After three years the honeymoon is over and no one bothers to treat you as an individual and understand your goals.

It's not clear that any of the employees at this particular Fidelity location actually understand…read moreanything or provide any services. I stopped in to get a Medallion Gold Signature Guarantee stamp on a private stock holding on which I was simply adding a Transfer On Death Beneficiary (TOD). After answering numerous questions from one of the office staff, I was told the paperwork would need to be "sent off" to senior management for review and that someone would get back to me in a few days. When I've requested similar signatures from other Fidelity locations in the past, I was able to obtain the signatures at the same time after answering the questions they had and providing the information they needed to confirm the legitimacy of the stock and the update. After a week and not hearing back, I reached out again. After being on hold for about 20 minutes while "they looked into it," I was told the manager had a question - was I simply updating the TOD or transferring the stock to Fidelity? I mentioned the former, which was the same answer I provided during my initial visit. I was then told someone would get back to me again in a few days. I asked if anyone there actually had the ability to sign a Medallion Gold Signature guarantee and was told yes, the staff could do it, but only after management made a review of the request and directed the staff to sign. It seems the one doing the signing of the guarantee would be the one asking for the information necessary to sign. I've given up and gone to another bank instead, where I obtained the necessary signature. I recently moved to the Woodlands area and was hoping to transfer my Fidelity management services to the location, but the "vibe" given off by the Woodlands location is that its just a bunch of kids staffing the office who don't do anything other than relay information to a corporate office located somewhere else. So, I guess I need to start considering use of investment services at a non-Fidelity location.

Met up with Mr. Lam and explained my IRA investment plan. Mr. Lam was nice enough to provide me…read morewith several options that will allow me to invest my IRA funds into real estate. My Self-directed IRA took about 6 weeks to established, and Adelphi Retirememt Management, Inc. kept me informed during the entire process. Once my account was setup, I easily acquired the foreclosure property here in Tucson using my IRA funds. The transaction went very well and I am very pleased with what Adelphi Retirement Management did for me. Thank you.

From the owner: We handle 1031 exchange transactions and administer Self-directed IRA accounts. 1031 exchange is a…read moreIRS tax code allowing investors tof real estate to sell and reinvest their proceeds tax-free meeting all IRS guidelines. Separately, we help administer Self-directed IRA accounts helping account owners to invest in non-traditional investments such as rental income properties, tax liens, mortgage note, private notes, or businesses and many more..

We have been very happy with the results Rodenburg Marketing has brought to us. He is consistent,…read moredependable, and excellent quality of work. We are thrilled that we have been able to successfully sourced this out to Rodenburg Marketing.

From the owner: Bookkeeping is the backbone of every single business. Investing in quality bookkeeping is essential…read morefor long-term growth and success. Not only do we provide accurate and timely financial information, but, more importantly, we help you "read between the numbers" to understand what they really mean. This not only helps your finances, it ultimately helps your entire business succeed. Advances in technology have greatly transformed the bookkeeping industry. Cloud-based virtual bookkeeping is the wave of the future for small businesses. Need assistance in another state? We have a great referral network.You can get more business, i.e., by having reviews posted online. Let us help you grow your business.

over the years the team at GMR has been great. The selection of coins they offer and attention to…read moredetail has always been a plus.

Outstanding service. Johnny Johnson (yes, that is his name) was my account manager. He provided…read moreme with live updates on my product from the time they received it, shipped it and even called me once it was delivered. My product is my first of many purchases from Johnny and GMR Gold. Pleasantly surprised at the process and with my experience!

This company is more than helpful. I have received the best in customer service! Renee is honest…read moreand very informed. I will continue to do business here because of the excellent staff!

I so appreciate the expertise of the TD Ameritrade Woodlands group. The market is stormy and way…read moreout of my league. Renee is always patient in answering my questions and providing me with the information I need to make wise decisions.