Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Longview, TX area, Shane Sherwood will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
I'm offering a 25% YELP discount for new tax clients. I am also a Certified IRA & 401(k) Planner (see more later). There are no fees for IRA, etc consulting or Retirement Planning. I'm looking for a few good, honest clients. I do not do Tax Refund Loans, When you reach out to me, we will discuss how much did you pay to whom for your Return last year. I can give you an estimate of what my fee would be for the same return. I can probably do the return for less. I will also help you coordinate your Retirement Planning (IRA's, 401(k)s & other qualified plans) with your overall Retirement Plan. I am qualified as an IRA Expert (including 401(k), 403(b), IRA and other qualified plans) and also as a Life Insurance Professional. I just completed a very extensive webinar and study course on all the details of managing and moving 401(k)s, 403(b)s, IRAs and all other Retirement vehicles. It took about 15 hours of study for me to be comfortable to be called an expert. Most of you are paying too much in fees & commissions in their qualified plans. Did you know you can control your own 401(k), 403(b) & other such plans if you are over 591/2 even though you have not left your employer. You can control the risk and fees better than in your company plan in most cases. Ask me how.
Closed now
Heard, McElroy & Vestal, LLC (HMV CPA) is a full‑service public accounting and advisory firm serving individuals and businesses across the Ark‑La‑Tex region — including Shreveport and Monroe, Louisiana, and Longview, TX — as well as clients nationally. Our firm delivers accounting, tax, audit, and advisory services designed to support clarity, compliance, and informed decision‑making through every stage of growth and transition. Our services include current‑year and past‑year tax preparation and filing for businesses and individuals, proactive tax planning, audit and assurance services, and support for complex financial and conflict resolution matters. We also provide advisory services related to investment management, retirement planning, valuation considerations, and business transition planning. HMV CPA operates through an integrated firm model that combines in‑house accounting expertise with specialized affiliated services where deeper focus is required. Through our portfolio of subsidiaries, we extend our capabilities in areas such as wealth advisory, business valuation, retirement plan consulting, and mineral management — allowing clients to access specialized support while maintaining a coordinated relationship with our CPA firm. If you have questions about accounting, tax, or advisory services, please include your name or company name, a brief description of your needs, and the best contact information when messaging us. We look forward to connecting.
We provide a comprehensive range of accounting, financial, tax, and management advisory services to businesses, individuals, and others. In serving each client, we first review that client's needs, then design services to meet those special requirements. We have a sophisticated system of computers that allows us to provide our clients with state of the art information, including accounting, payroll processing, tax research, tax return processing and planning, retirement and estate planning, forecasting, budgeting, and numerous other applications. We preserve the important personal relationship with clients that is the hallmark of a local CPA firm. Our overriding philosophy is to provide high quality professional accounting, tax, financial and management advisory services to clients. Professionalism in accounting means integrity, objectivity, independence where required, adherence to professional standards and applicable laws and regulations, and to withstand all pressures to compromise
