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Tanglewood Total Wealth Management

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Tax Preparation Services
Tanglewood Total Wealth ManagementHouston, TX

Additional Information

Tanglewood Total Wealth Management is a Houston-based, fee-only wealth advisory firm serving families with complex financial needs for more than 45 years. The firm provides comprehensive wealth management services including investment management, financial advisory, retirement planning, tax strategy, estate planning, and business advisory.

Specializes in

Families with complex wealth management needsLives in TransitionGenerational WealthEntrepreneursCorporate LeadersProfessional Services

Services

Investment ManagementFinancial AdvisoryRetirement PlanningTax StrategyEstate PlanningCharitable GivingBusiness AdvisoryRisk ManagementMulti-Generational Services

Established 1979 · Serving Houston

Additional information extracted from the firm's public website. Last updated: September 11, 2026

Contact Information

Phone: (713) 840-8880

Website: www.tanglewoodwealth.com

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Frequently Asked Questions

How much does a bookkeeper cost in Houston?

Freelance bookkeepers: $25–$50/hour. Professional bookkeeping firms: $40–$80/hour. Monthly packages for small businesses: $300–$800/month depending on transaction volume. Payroll add-on: $50–$150/month. Year-end prep: $500–$1,500 one-time. Always ask what's included.

What's the difference between a bookkeeper and an accountant?

Bookkeepers handle daily financial records: data entry, reconciliation, invoicing, payroll. Accountants provide higher-level services: tax strategy, financial statements, CRA audits, business advice. Most small businesses need a bookkeeper year-round and an accountant for tax season.

When should I hire a bookkeeper?

Hire a bookkeeper when: you're spending 5+ hours/month on books, you've missed a tax deadline, your records are behind, you're hiring employees (payroll), or your business revenue exceeds $50K. The cost of a bookkeeper is almost always less than the cost of mistakes.

Do bookkeepers need certification?

No certification is legally required, but look for CPB (Certified Professional Bookkeeper) from the Canadian Institute of Bookkeeping, or QuickBooks ProAdvisor / Xero Certified. These demonstrate training and competency. Always ask about their experience with businesses like yours.

Can a bookkeeper do my taxes?

Bookkeepers can prepare and file simple tax returns (T1, T2, HST/GST). For complex tax situations — corporate restructuring, tax planning, CRA audits, international tax — you need a CPA. Many bookkeepers partner with accountants and can coordinate your year-end seamlessly.