Who we help
Case studies
What an engagement actually produces, for the three kinds of clients we do our best work with. Each example shows what the client came in with, what we did, what changed and what it cost.
01 Business owner
Selling the business in three years
An owner with most of the family's net worth in the company wanted to know what a sale would really leave after tax, and what to do in the three years before it.
Who: Owner of an S corporation specialty contractor in the Houston area, about 30 employees, married with two children
Read the case study →02 International professional
Moving to Houston from abroad
An engineer arriving on an L-1 visa with a spouse, two children, a superannuation account and a portfolio of home-country funds needed a first-year tax plan before anything else.
Who: Energy engineer, late thirties, arriving from Australia on an L-1 visa with a spouse and two children
Read the case study →03 College-bound family
Two kids, four years apart
A physician and an attorney with children aged 15 and 11 were saving for college with no target, a UTMA account that had become a problem and grandparents eager to write a check.
Who: Physician and corporate attorney, early fifties, two children aged 15 and 11, living inside the Loop in Houston
Read the case study →Does one of these sound like you?
A comprehensive plan is $5,000, with our best rate of $450 per hour afterward. Limited-scope advice without a plan is $600 per hour with a 2-hour minimum. No asset minimums or commissions.