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Tax Advisory & Preparation

Everyone else is catching up on last year’s tax payments. We’re planning next year’s tax savings.

Tax compliance can be very complex, especially when you are looking to optimize your situation and find the best outcome for your family or business. Baldridge Financial offers Individual Tax Preparation and Partnership and Corporation Tax Services to help make your life easier. We are happy to handle all aspects of your tax needs for you, from advisory to preparation and filing.

Through experience and continuing education, we work to stay up-to-date on tax regulations and achieve the best financial outcomes for our clients. Trust our expert CPAs to guide you through the filing process and advise you on the best course to keep as much of your money as possible.

work

How it works

Our process

Step 1
Apply to be a client


Complete the form below and our office will reach out to ensure we are a good fit.

Step 2
Define your goals


If we move forward, our team will develop a personalized plan to achieve your biggest goals.

Step 3
Shape your financial future

Delegate the execution of your tax and financial plan to a partner trusted by over 1,000 business owners.

Interested in working with us?

Apply to become a client.

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BaldridgeFinancial
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  • info@baldridgecpa.com
  • (713) 955-9130
  • M-F | 8-6 pm
  • 4203 Yoakum, Ste. 200 Houston, TX 77006

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Baldridge Financial LLC (“Baldridge Financial”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Baldridge Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
 
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Baldridge Financial, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
 
Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.