Individuals
Professional Houston CPA Resources for Individuals
Weinstein Spira provides expertise and knowledge in various industries and businesses to best serve our clients’ needs. Our clients include closely held businesses and their respective owners, as well as individuals and families, many of whom are multi-generational. We are committed to your financial success and take great responsibility in earning your trust.
When it comes to your personal finances, our experience includes tax return preparation, tax and estate planning and providing family office services for a number of high-net-worth individuals.
Read more about our specific services for individuals and decide if the Weinstein Spira approach to relationships is right for you.
Our Services
“Our family office clients prefer a professional approach to the management of their finances either because the task is quite complex due to their level of wealth, or because they would rather invest their time and energy in business and philanthropic pursuits.“
Latest Insights
It’s Our Third Year – Here’s How Our Client Accounting and Advisory Services (CAAS) Can Help You
We are celebrating a sweet milestone at Weinstein Spira – our CAAS department turns three this year! We are thankful for our clients and the trust you put in us for your accounting needs. If you’re looking to refine accounting processes or are simply considering a...
Introducing “Weinstein Spira Gives Back”
At Weinstein Spira, giving back has always been part of our firm’s culture. Whether our team is volunteering their time, donating resources or simply showing up for those in need, we believe that strong communities build strong businesses and strong relationships. As...
The Importance of Client Relationships in Auditing
As an auditor, technical knowledge and regulatory compliance are only part of the job. What sets exceptional auditors apart is the strength of their client relationships. Building meaningful connections with clients not only enhances the quality of the audit but also...
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