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
5 Common Tax Filing Mistakes and How To Avoid Them
Last year, the IRS assessed over $1.3 billion inaccuracy-related penalties. Making mistakes on your tax return can cost you both time and money, but there are steps you can take to avoid each one. In this blog, I will cover five of the most common tax filing mistakes...
Tax Strategies for Families Supporting Children with Disabilities
As a mom of a child with disabilities, I know all too well the demands and challenges associated with raising a child who has unique needs. I also know the stress of searching for answers, advocating for your child and finding the best care and education. With many...
Leveraging Global Expertise with AGN International
Are you struggling to expand your business globally? Facing challenges in understanding foreign markets? Worried about mitigating risks in unfamiliar territories? At Weinstein Spira, we understand the complexities of navigating an international business and we have...
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