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| Altland & Harris Financial Group Inc. |
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Mission statement:
At our firm, we have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all of our resources to help you pursue your goals.
I believe in thinking “out of the box” and am not afraid to challenge conventional wisdom in an approach to investing and preserving wealth. My energy, commitment, and efforts are focused on you, the client, and your satisfaction. |
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Overview:
Altland and Harris Financial Group, Inc. is a full service CPA firm incorporated in the State of Texas in July, 2008. The practice has two locations to serve you in Plano and Pilot Point.
The firm is owned by Mr. Henry Harris, III. The guiding principle on which the firm was founded is to provide clients with the best in comprehensive accounting, tax and financial services.
Qualifications, experiences and cost are all factors that should be evaluated when you are looking to hire a professional. In general, becoming a CPA requires a four-year college degree emphasizing accounting, successful completion of a rigorous qualification exam, and mandatory hours of continuing education every two years.
Henry has an extensive industry background with more than 25 years in providing both financial and accounting services, retirement planning and retirement strategies as well as wealth accumulation strategies has an extensive industry background with more than 20 years in providing finance and accounting services.
Being an Advisor greatly enhances the services offerings the firm provides. It aids in formulating and implementing strategies to help clients minimize their tax burden, while simultaneously, better positioning their portfolios for the future.
At Altland and Harris Financial Group, Inc. we realize that everybody is competing for the same business, so fees are very competitive.
Currently, Altland and Harris Financial Group, Inc services approximately 600 individual and small to medium corporate clients. We prepare tax returns, process payroll, provide monthly/quarterly account reconciliations and wealth management services. Tax planning – tax estimates – tax preparation is one of the cycles of services we offer that gives clients peace of mind about total and complete service. If it becomes necessary to navigate issues with the IRS, we provide consultative assistance for resolution to IRS notices.
Accurate record-keeping eliminates much of the time needed to make year-end adjustments to the financial statements and provides a solid foundation for the preparation of income tax returns.
PRODUCTS & SERVICES
My firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore the website and the wealth of information.
I offer personalized, hands-on service. I educate clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
I understand the many challenges of retirement today. The biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well being.
One of my primary goals is to develop a long-term, trusting relationship with you. This goal can be accomplished by placing great importance on your questions and concerns. Your agenda is my agenda.
My firm has a passion for excellence, offer uncommon service, and place great emphasis on accountability. For more information about the services offered, send a quick email or call the office. I welcome the opportunity to speak with you. |
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