consulting

business consultation

Weinstein Spira consults large and small businesses on taxes, inventory controls, auditing, structuring, and wealth transfer.

we’ve got exactly what you need

Most small to medium-sized businesses aren’t aiming to be the next Bezos, Branson, or Elon Musk. But that doesn’t mean they can’t structure their assets, minimize their taxes, or prepare their financial future with the same skills and excellence.

Our team of Houston-based tax and finance specialists love helping those in business make thoughtful, pre-emptive financial decisions that maximize growth and value while minimizing taxes. We meet business owners, leveraging our knowledge and experience to help them reach their wealth and financial goals.

No matter your size, and whether you’re in business as an auto dealer, a manufacturer, or a local restaurant owner, we’re eager to help with:

Accounting and financial reviews

Structuring, exiting, and wealth transfer

Tax preparation

Financial consultation

Audits, reviews, and complications

Audits of employee benefit plans

What’s trending in the business world.

latest insights

Leadership From the Accounting Department

Leadership From the Accounting Department

Accounting departments play a unique, business-critical role within organizations. An accounting department that works typically has a strong leader, which in turn makes for a strong accounting group. Such strength helps alleviate the pressure that goes along with the...

How To Get Ready For Your Next Audit

How To Get Ready For Your Next Audit

Oh no. It is that time of year again. The auditors are coming to nose through your financials, dig through invoices from 12 months ago and ask you question after question after question. What is worse? They will do all this right in your office while you are also...

Understanding Marginal Tax Brackets for Individual Taxpayers

Understanding Marginal Tax Brackets for Individual Taxpayers

We file our individual tax returns every April 15, but do you know how your income tax is calculated? Understanding the marginal tax rates applied to your taxable income is essential for effective tax planning and informed financial decisions. Let us break it down!...

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our business experts

Scale your business with expert consultation.

Taylor Neese

Audit Shareholder

John Toth

Tax Shareholder