ALM Financial & Tax Services

ALM is amazing. Maximized my return helping my family and business get back the most money on our return this year. They found deductible items according to the tax law, that I didn't even know existed. They are clearly extremely knowledgeable on tax law. Very patient and easy to work with. Very kind and caring for me as a customer even though my wife and I are a lower level business and people of lower income; they still treated us like royalty. The office is clean and professional and has a very comfortable feeling to it. ALM was recommended to me by several other associates of mine, a few years

I own my business and Andrew has been doing my taxes for 8 years and payroll for my company for the last 3 years and I am very satisfied with the work he's done. He's set up my families IRA's and my little girls college fund too. Andrew is very friendly and listens to what you have to say and takes time to tell you the options for your situations. His assistant Nancy is always on top of everything and keeps you up to date when things need to be done. I wouldn't hesitate to recommend them to anyone I know.

Andrew and his staff have done a great job for us for the last handful of years. He is thorough and makes sure we understand our return. His communication is timely and clear. He is honest and can be trusted. He helped us with an especially tough return his year after Harvey.

Andrew has handled my investments for the past 4 years. When my husband passed away, I needed someone to look after investing the money that I received. When I met Andrew, I knew right away that he was someone I could trust and who would take the time to fully explain all of the details of the investments. I have never had a worry about my choice of ALM or my investments. Recently, I needed help with resolving the taxes for my dad's estate and Andrew has handled it very well. I am very pleased with my selection of ALM for both my investments and taxes issues.

Andrew and his staff have been super helpful to us as a family of 6 as we've transitioned from different types of employment and tax situations. We appreciate Andrew's treatment of us as well as his thoroughness with our taxes even though we're not a big money client. We trust ALM!

As my husband and I started our new life in Houston, we needed to reevaluate and update our financial needs and planning. Our first meeting with Andrew was informative, pleasant, professional, efficient and encouraging. Andrew is very knowledgeable across multiple financial arenas and we now utilize his skills for many of our financial planning needs. Additionally, we sought Andrew's tax service this year which was the most timely tax preparation we've ever received. We highly recommend Andrew and ALM Financial Services.

I have been using Andrew for 5 years to do my taxes. I started using him instead of a software because I had a business and wanted to make sure the taxes was done right. I have since closed the business and gotten married but I have continued to go to him for the good service and knowing the job is done correctly. One thing I like is the sit down session after he has prepared the taxes is ready to file. You can asked all the question you need to understand the preparation. The documents you give him are organized and returned in folder labeled with the year. If I ever get audited I can just hand

We have been very pleased with the advice and direction our retirement plan is proceeding. Andrew's approach fits our plan and we trust his advice. His principles are sound. He researches and investigates different strategies as the market dynamics change. We feel confident we will meet our goals.Thanks to him and his team!

Andrew has prepared our taxes for 4 years now and has done everything right. He has great sense for ttimeliness, expert advice, amazing customer service and has shown a great deal of professionalism. Andrew has taken time to really get to know my husband and I over the years and it's a huge relief knowing someone who TRULY cares about you is handling such delicate pwrsonal matters for you. We have recommended him to a few folks now that plan to use his services and I now HIGHLY recommend him to anyone local. You will be pleased!!!!

My company has used ALM for all bookkeeping, payroll, tax, and other financial assistance for the past 4 years. During that time Andrew has demonstrated complete professionalism and sound advice. He's always been timely and precise in accomplishing all of our financial goals and outcomes. Our company is growing and in excellent standing with the IRS and other state/federal government agencies as a result of Andrew and his staff's competence in Financial Services. We are greatly appreciative for their sound advice and expertise Financial & Tax Services.