Individuals

Professional Houston CPA Resources for Individuals

Weinstein Spira provides expertise and knowledge in various industries and businesses to best serve our clients’ needs. Our clients include closely held businesses and their respective owners, as well as individuals and families, many of whom are multi-generational. We are committed to your financial success and take great responsibility in earning your trust.

When it comes to your personal finances, our experience includes tax return preparation, tax and estate planning and providing family office services for a number of high-net-worth individuals.

Read more about our specific services for individuals and decide if the Weinstein Spira approach to relationships is right for you.

 

Our Services

Our family office clients prefer a professional approach to the management of their finances either because the task is quite complex due to their level of wealth, or because they would rather invest their time and energy in business and philanthropic pursuits.

Homer Carrillo

Tax Shareholder

Latest Insights

2025 Resolutions for Tax Professionals

2025 Resolutions for Tax Professionals

It is no secret that the accounting profession can be taxing. As the year draws to a close, we gear up and recharge for the upcoming “Busy Season.” While our firm has worked diligently to smooth out the workload, there can still be times when long working days and...

Weinstein Spira Promotes Giannaccio and Walther

Weinstein Spira Promotes Giannaccio and Walther

Weinstein Spira, the mid-market public accounting and business advisory firm serving Houston’s top high net worth individuals and privately held businesses, is excited to announce the promotion of two leaders to the firm’s senior manager level. Kristyn Giannaccio...

Zara Khan Joins Weinstein Spira as a Tax Manager

Zara Khan Joins Weinstein Spira as a Tax Manager

Weinstein Spira, the mid-market public accounting and business advisory firm for Houston’s top high net worth individuals and privately held businesses, is pleased to announce that Zara Khan has joined the firm as a Tax Manager. Zara Khan is a seasoned tax...