BRADY COX, CPA, CFP® Director of Tax Retirement Planning Income Planning Investment Planning* Tax Planning Estate Planning Insurance Planning Risk Management Planning management and occasionally provide “complimentary” financial planning. This is NOT The Sum. The Sum offers Flat-Fee Financial Planning that includes:
Have you heard from professional lately? Ou professionals provide support and guidance th the entire scope of your fin With years of client servic we put your needs first wh relieve the stresses of na tax process alo
Services Provid Tax Planning Bookkeeping & P Tax Preparati Did we mention tax p
The Sum Prep offers tax planning, tax preparation, and bookkeeping services with a service-first, personalized touch. Have you heard from your tax professional lately? Our team of professionals provide hands-on support and guidance that
considers the entire scope of your financial goals. With years of client service experience, we put your needs first while helping to relieve the stresses of navigating the tax process alone. SERVICES PROVIDED: Tax Planning Bookkeeping & Payroll Tax Preparation Did we mention tax planning? The Sum delivers financial planning advice without the requirement of investment management through a well-designed planning process. *At The Sum investment planning is provided, and investment management is optional. The Sum focuses on the challenging planning topics that matter to you and your family. Let’s get your journey started.
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TEAM MEMBER SPOTLIGHT Casey Mack, CFP® 281.768.4646 casey@thesumplanning.com thesumplanning.com
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281.823.7566 info@TheSumPrep.com
The Planning Project, LLC d/b/a The Sum (“The Sum”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The Sum renders individualized investment advice and financial planning services to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. The Sum is not a public accounting firm. A Personal Approach to Tax Planning The Sum Prep offers tax preparation, tax planning and bookkeeping services with a service-first, personalized touch. We serve busy, successful people and businesses that desire a cohesive approach to their tax planning. Services provided: • Tax Planning • Bookkeeping/Payroll • Individual Income Tax Return Preparation & filing including State Tax Returns • Trust and Estate Tax Return Preparation & Filing
The Sum Prep, LLC is not
• Gift Tax and Estate Tax Preparation & Filing • Business Tax Return Preparation and Filing • Texas Franchise Tax Preparation and filing
Contact Us: Call to schedule your appointment today at 281.823.7566
4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381 info@thesumprep.com | thesumprep.com
The Sum Prep, LLC is not a CPA firm.
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