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 as well as 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.

Homer Carrillo

Tax Shareholder

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