A company's potential for growth lies in its ability to effectively use its resources. And the company owners' potential for personal financial security usually depends on the success of the business.
We help business owners realize success.
About Us
Darlene Plumly is the owner of this award winning full service tax and business consulting firm which serves the greater Houston area by utilizing more than 25 years of experience, including four years working as a Revenue Agent with the Internal Revenue Service. We concentrate on providing personalized service for each of our clients by getting to know and take a real interest in their business and financial well being. Our goal is to help our clients grow their businesses in a manner that will also improve the individual's personal financial standing. Darlene founded the firm in 2003 when she decided to leave her position as Principal at a regional firm in order to more closely serve family owned businesses and their owners. Our firm enjoys working closely with business owners to maximize company profits while minimizing tax liability within the limits of our tax system.
Services Offered
Tax Services - Businesses as well as individuals
Tax Preparation
Tax Planning
Business Services
QuickBooks Referral Services
Cash Flow Management
Strategic Business Planning
Succession Planning
New Business Formation Assistance
Non-Profit Organizations
Why Choose Us
We provide outstanding service to our clients through dedication to the underlying principles of value, responsiveness and quality. This is why we are one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. A commitment to professionalism and client satisfaction has earned us the FIVE STAR Wealth Manager award recognition from Texas Monthly magazine for the past three years. High standards, service and specialized staff spell the difference between our outstanding performance and that of other firms. It is our goal to serve every client with both value and integrity.
What We Want For Our Clients To Achieve (1) a comfortable current life style;
(2) a secure retirement; and
(3) successfully passing wealth to the next generation.
Follow the links at the left to learn more about the Services we provide. Visit our Financial Guides section for tax tips, business suggestions, and other financial advice. Our Internet Links page will connect you with helpful business, investment, government and local web sites.
If our approach appeals to you, please contact us to discuss how we might help you. There is no cost or obligation for the initial consultation meeting.
