Montgomery County, Texas
| Remote Service + In-Person by ArrangementHouston CPA Serving The Woodlands, TX
CPA Services for The Woodlands Executives & Business Owners
Serving the The Woodlands Business Community
The Woodlands' master-planned community attracts corporate headquarters, executive households, and professional practices. ExxonMobil, Huntsman, and Hewitt Packard Enterprise anchor strong commercial activity. Residents frequently navigate stock options, RSU vesting, deferred compensation, and high-income investment situations that require a CPA who understands the full financial picture — not just the return.
Key Industries We Serve in The Woodlands
The Woodlands Tip: Equity Compensation & Withholding Gaps
Corporate employees in The Woodlands who received RSUs or stock options in 2024 are often surprised at tax time. Employers withhold at the 22% supplemental rate on RSU vesting — but your effective rate may be 32–37%. That gap creates a balance due and potentially an underpayment penalty. The fix: adjust your W-4 or make quarterly estimated payments in the year of vesting. We calculate the right amount so you are never blindsided.
How We Serve The Woodlands Clients
Remote Service (Primary)
Full-service remote CPA via phone, video, and our secure client portal. In-person available by arrangement.
Secure Document Portal
Upload tax documents, statements, and records through our encrypted client portal — no fax, no drop-off required.
Year-Round Availability
Tax planning, quarterly estimates, bookkeeping, and advisory — not just tax season. We are your year-round financial partner.
Direct CPA Access
You work directly with Mary Ann — not a seasonal employee or junior staff. She knows your name, your numbers, and your goals.
CPA Services for The Woodlands
The Woodlands, TX
Ready to get started?
Free 15-minute consultation. No pressure, no commitment. Let's see if we're a good fit.
Schedule a Free Consultation (832) 512-7508Service Options
Other Service Areas
Start with a free consultation — no commitment required
Serving The Woodlands and the greater Houston area. Remote clients welcome nationwide.