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

Accounting for Mental Health: Tips for Professionals and Firms

Accounting for Mental Health: Tips for Professionals and Firms

Being in a client-serving industry, accountants face high stress levels, long hours, and the demand to serve clients well, especially during busy seasons. Additionally, staying current with regulatory updates and new accounting standards, preparing for certification...

Improving Efficiency with the Tax Preparation Coordinator Role

Improving Efficiency with the Tax Preparation Coordinator Role

At Weinstein Spira, like many accounting firms, we face periods of significant amounts of work due to compression near tax filing deadlines. To address this, our firm has invested valuable time and effort to identify a solution: the Tax Preparation Coordinator (TPC)...

How Core Values Shape Our Firm

How Core Values Shape Our Firm

Core values are the fundamental beliefs and principles that guide an organization. They serve as the compass, shaping the organization’s culture, decision-making processes, and interactions. These values provide a shared framework for employees, fostering a cohesive...

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our business experts

Scale your business with expert consultation.

Taylor Neese

Audit Shareholder

John Toth

Tax Shareholder