2040 N Loop 336 W, Ste 101, Conroe, TX
wes@jwscompany.com
(936) 756-4421
Estate and Trust Planning and Tax Preparation

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. J.W. Schubert & Company, P.C.’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one’s estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

Count on Us

Personalized Guidance

Our dedication to detailed, personalized financial guidance for every individual and business we serve has made our firm a local leader in accounting and financial services.

Range of Expertise

Our team has the expertise, experience, and enthusiasm to meet a wide range of financial needs and proactively help you maintain financial viability now and in the future.

Transparent & Secure

Open communication, sound research, and high standards of excellence enable our firm to maintain transparency, security, and high esteem with our clients.

More Information

We'd love to provide more information, answer your questions, and work with you or your business.