Ann M. McKenzie, PLLC

 
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Legal and Financial Services from a Professional Attorney and CPA
— Business & Personal — Consultation & Planning —


Financial consulting and planning from our CPA    

Ann McKenzie is  an attorney and CPA dealing primarily with business and individual legal and financial consultations. For more than 15 years Ann has  been offering quality work on a professional level to the greater Houston area for your entire business and personal planning needs.

The firm's philosophy is based on personal service and concern.  As a small firm with a diverse background, we are better able to provide comprehensive advice.  Here, a single professional can assist with most of your legal and financial needs.  We are excited to see our client's dreams come true with the start and growth of a new business.  We understand the peace of mind that comes with preparing a financial or estate plan. We can be a resource for reaching your goals while protecting all you have worked so hard to achieve.

Ann is a member of the Texas State Bar, the American Institute of Certified Public Accountants, the Texas Society of CPA's,Houston Volunteer Lawyers Association, and Houston Northwest Chamber of Commerce.

In support of the local community, a discount is granted to police officers, firefighters, non-profit organizations, and teachers.


Business Services
Small Business • Entity Structures • Incorporations • Partnerships
Limited Liability Companies • Sole Proprietorships • Limited Partnerships

          Accounting Services • Financial Statements • QuickBooks Consultation • Tax Preparation  Tax Planning • Tax Management • IRS Resolution • Sales Tax Issues/Audits

Business Start-Up Advice • Buy-Out Agreements • SBA/Bank Loan Applications 

 Minority Contractor Applications • Commerical Lease Review • Sales Tax Application 

 Asset Protection  Collections • Business Contracts • Financial Planning 

 Budgeting and Forecasting • Profit Analysis • Cash Flow Management • Internal Controls

Individual Services
Will Preparation • Estate Planning • Trusts

 Tax Return Preparation • Tax Planning • IRS Representation

 Financial Planning • Retirement Planning • Education Fund Planning

 Insurance Analysis • Asset Protection • Family Limited Partnerships


Contact Ann Today

(281) 374-9600

Hours of Operation:
Monday - Friday
9:00 a.m. - 5:00 p.m.
(or at your convenience by appointment)

Financial services from our Attorney and CPA for all businesses and individuals




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