Envisionvest

Houston, TexasAccepting Remote Clients

Email:

Phone: 17135896966

Website: https://www.envisionvest.com

About Envisionvest

Envisionvest provides strategic CFO level planning along with tax, estate and investment advisory planning. We specialize in connecting the financial dots between the business profits and the personal side.

Typical Client Profile:

  • Individuals with income > $200K
  • Business owners with profit > $100K
  • High net worth (> $5M)

Services Provided:

  • Tax Planning
  • Tax Preparation
  • Cash Flow Forecasting
  • CFO Services
  • Financial Planning

Industry Specialties:

  • Construction
  • E-commerce
  • Energy
  • Entertainment
  • Individual / W2 Worker
  • Consulting / Gig Workers / Freelancers
  • Crypto / Digital Assets

About this directory

This directory lists independent tax professionals who have completed TaxPlanIQ’s Certified Planner training and platform onboarding.

TaxPlanIQ does not provide tax preparation, tax planning, or tax advisory services, and does not supervise, control, or direct the services performed by any listed advisor. All advisors in this directory operate as independent professionals and are solely responsible for their own client engagements, advice, and compliance with applicable laws and professional standards.

Inclusion in this directory does not constitute an endorsement, guarantee, or warranty of any advisor’s work, services, or results. TaxPlanIQ does not evaluate or verify the accuracy, quality, or suitability of any advice provided by listed professionals.

“Certified” refers only to completion of TaxPlanIQ’s internal training and platform requirements and does not imply any government license, professional designation, or regulatory approval.

Users are solely responsible for selecting and engaging a tax professional and should conduct their own due diligence before hiring any advisor.