Financial Services

I'm passionate about helping women become financially free through Real Estate Investing. As a certified life coach and small business consultant, I've seen incredible transformations created for my clients. They discover how to increase their incomes, build confidence, find clarity about their purpose, and gain the knowledge to manage their small businesses successfully. Furthermore, I'm an experienced financial coach who helps clients develop money management skills and create a mindset of abundance. This combination of life coaching, business consulting, and financial coaching address a range of topics that are essential for modern life. Unfortunately, only 30% of real-estate investors are women. As a result, I offer money coaching in Austin TX to help break down barriers and limitations. My 25 years of experience in growing companies and managing finances allows me to work with clients from all backgrounds and locations, such as Austin Texas, Los Angeles, San Fernando Valley, San Francisco, New York, Chicago, Canada, and Europe. At Tamar Hermes International, I'm committed to helping you achieve your goals and become financially free. With the right tools, support, and guidance, you can reach your dreams and make your future brighter than ever.

MedCare Revenue Management is a medical billing agency based in Austin, Texas. We are part of the nation's biggest Medical Revenue Management network. Our services include medical billing, electronic health records software, coding, debt collection, and HIPAA compliance audits. For a free practice assessment, get in touch with us today! We offer some of the most advanced and effective solutions out there: cloud-based, 24/7 online access, and real-time access. Our CMS, HIPAA and Meaningful Use Certified Electronic Solutions provide you with control and give you and your staff complete access from any computer with an internet connection. Our medical billing services are available to the following practice types: * Cardiology * Ear, Nose & Throat * Family Practice * Gastroenterology * Geriatric Medicine * Infectious Disease * Internal Medicine * Neurology * Nurse Practitioner * Ob/Gyn * Orthopedics * Osteopathic Medicine * Pain Management * Pediatrics * Podiatry * Physical Medicine & Rehab * Physical Therapy * Pulmonology * Sports Medicine * Surgery * Urgent Care

Small business owners often have specific needs when it comes to managing their finances. Every Penny Counts Bookkeeping Service (EPC) understands this and works with each client to ensure they have the best financial support for their operations. We offer bill payment, bank account and credit card monitoring, financial reporting, payroll services, client invoicing and collections, and more. Whether you need just bookkeeping, payroll and tax filing, or a full suite of services, we can help. We provide weekly, bi-weekly, monthly and on-demand services, as well as specialized reporting for year-end submission to your CPA. We also provide federal payroll tax filing, quarterly 941 and TWC payments, yearly W-2 and 940 forms, electronic payments, manual checks and more. For those who need extra guidance, we offer face-to-face financial meetings on a monthly basis. Our goal is to make sure that each client has the exact support they need to run and grow their business.

Highlander Mortgage is a full-service Texas mortgage broker located in Austin. We have been providing low mortgage rates to the area since 2004. We offer a variety of home loan options, including: conventional mortgages, FHA loans, home equity loans, purchase-money second liens, Rural Development USDA loans, VA loans, jumbo mortgages, and primary, second home, and investment properties. We keep our overhead costs low and utilize the latest technology to deliver the best service at the most competitive prices. Moreover, we are not just loan officers - we are homeowners too. Our staff has bought and sold homes, made mortgage payments, done DIY home repairs, and hired professionals for larger projects. We understand the importance of personalizing our services to meet each client's needs. At Highlander Mortgage, we believe that one size does not fit all when it comes to mortgages. Everyone's situation is unique and we strive to find the right solution for you.

Instant Tax Attorney provides expert and honest tax relief services to reduce the stress of tax-related issues. Our team consists of experienced professionals, such as Tax Attorneys, former IRS Revenue Officers, Federally Licensed Enrolled Agents, and CPAs, who are all available to work with you to get the results you need. We strive to provide you with the best assistance possible so you can get the relief you deserve. Contact us today for a free consultation.Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Silvercoast Bookkeeping is a leading bookkeeping service based in Los Angeles, but servicing clients in the Austin area. We provide a comprehensive suite of services to businesses of all sizes, including bookkeeping, tax preparation, tax planning and consulting. Our team of professionals are dedicated to helping our clients achieve their financial goals and understand their individual needs. We meet our clients in person on a monthly basis and also offer virtual consultations for convenience. With Silvercoast Bookkeeping, you can trust that we will ensure your financial success. We are passionate about providing excellent customer service and delivering high-quality results. Our team is highly experienced and knowledgeable, providing our clients with the best advice and solutions. We take the time to understand our clients’ requirements and create tailored strategies to help them succeed. Silvercoast Bookkeeping is committed to providing superior accounting services that will help our clients reach their financial objectives.

The WealthTenders specialize in financial planning, providing services that focus on tax efficiencies, cash flow, real estate holdings, net worth, estate planning and individual objectives. We manage investments and retirement accounts for a flat annual percentage fee of the account balance. Our custodians are Fidelity or Schwab. Tax planning and filing is also available as a subscription model. This package begins at $100 per month ($1200 per year) for each entity requiring filing.In addition, we offer independent mortgage lending services, including first time home buyers, rentals, investment properties, land, refinances and more. The fee for mortgage lending is 1% of the value of the mortgage, which can be paid out of pocket or wrapped into the mortgage. The WealthTenders provides advisory services. Advisory Services Network, LLC is not affiliated with The WealthTenders.

IBC Bank, headquartered in Laredo, Texas, is a multi-bank financial holding corporation with an asset of $14.9 billion. It provides banking services to 87 communities in Texas and Oklahoma with its 186 facilities and 280 ATMs. Its mission is to ensure the growth and success of its customers and the communities it serves. IBC Bank-Austin has been serving the area since 2004 and currently operates 11 branches in the region. The bank’s slogan “We Do More” reflects its commitment to providing excellent services and customer care. IBC Bank-Austin offers a variety of services, including savings accounts, checking accounts, online banking, credit cards and investment solutions. It also provides financial expertise to help customers make informed decisions about their money. The bank prides itself on its experienced team of banking professionals and is dedicated to providing personalized service to its customers.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

James E Roberson & Co, PC has been serving the Austin area since 1977. We strive to be the ideal accountants for our clients by understanding their needs and providing a customized service. We specialize in small and medium sized businesses, entrepreneurs, startups, and companies with multiple locations or layered entities. We’re here to help you reach your financial goals through active partnerships with our team. We understand that every business is different and has different needs, so we take the time to get to know you and your business in order to provide the best possible advice and service. Our team is dedicated to helping you make the most of your business and personal finances. If you’re looking for a reliable and experienced accounting firm, contact us today for an exploratory discussion. We look forward to helping you succeed.

Texas Protax is the largest property tax representation firm in Central Texas. We are a full service property tax firm with offices in Austin and Houston. Our property tax specialists have experience in Office, Industrial, Multifamily, Retail, and Residential properties. We provide value analysis, budget projections, lawsuit management and more to help our clients effectively manage their property taxes. Our team of experienced professionals is dedicated to providing the best possible service for our customers. We use our expertise to help our clients understand all aspects of their property taxes and provide customized solutions tailored to their individual needs. We strive to exceed expectations in everything we do and are passionate about helping our clients save money on their property taxes.

Personiv is an outsourcing provider dedicated to helping companies maximize their productivity by providing them with the necessary talent. Our solutions are tailored to each company’s unique needs, from mundane tasks to specialized skills. This allows teams to focus on activities that add value and contribute to the bottom-line of the business. Personiv offers a wide range of services such as recruiting support, graphic and web design, inbound and outbound customer care, search marketing, and back office support. With our assistance, companies can save time and money while achieving greater success.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Nate Beita - Supreme Lending provides an exceptional home buying experience for clients in Central Austin, Texas. The McClellan Branch offers a variety of loan programs, competitive interest rates, and low closing costs. All services from underwriting, processing, and closing are done in-house, and the branch is equipped with cutting edge technology to make sure loans close quickly. Moreover, they are dedicated to providing excellent customer service and helping their clients achieve their dreams of home ownership. Their mission is to be the leading mortgage lending company in the area through high quality service and professionalism. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

At Frontier Bank of Texas, we understand the needs of our local Austin community and strive to meet them with flexible banking solutions. Our experienced bank team offer a wide range of services, including in-house loans that can accommodate the most unconventional properties, access to over 25,000 ATMs through our Money Pass network, full mobile capabilities including mobile deposit, and business lending solutions for small and large business owners. We are committed to providing customers with the best possible experience and look forward to working together to ensure their financial success. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Velocity Credit Union is a full service financial institution with its headquarters in Austin, Texas. Established in 1947, the Credit Union serves a wide and varied base of members across five counties. With assets of $500 million and over 70,000 members, Velocity is a reliable and trustworthy organization that provides an alternative to large banks. The Credit Union is devoted to building long-lasting relationships with its members and providing them with the best possible services. From its experienced team of professionals to its wide range of services, Velocity Credit Union - Downtown is here to serve its members with personalized banking solutions. From free checking and savings accounts, to home and auto loans, to business services, Velocity is dedicated to helping its members reach their financial goals. With its commitment to excellent customer service and cutting-edge technology, Velocity is the smart choice for all your financial needs.

Colonial National Mortgage - Austin is a diverse company. Our employees have a wide range of languages, including English, Spanish, Portuguese and Vietnamese, and have collected over 150 years' experience at Colonial. We are members of AREAA, NAREB and an Austin chapter of Realists. We specialize in condo loans, particularly smaller developments (2-4 units), non-warrantable units, and detached units. Additionally, we provide first-time homebuyer support, down payment assistance, and lot loans with as little as 10% down payment. We have been helping Texas Rangers, Texas Department of DPS Employees and Troopers buy homes throughout Texas for 25 years in collaboration with Texas DPS Credit Union. Established in 1952, Colonial National Mortgage is dedicated to helping customers realize the dream of home ownership. We provide a comprehensive range of mortgage products, including Conventional, Adjustable Rate, FHA, VA, USDA, Condo, Low-Down Payment, Single-Close Construction, Jumbo and more. Colonial has been awarded Fannie Mae’s Four STAR award for customer service and foreclosure prevention multiple times, as well as the highest achieving STAR Performer for best practices in General Servicing, Collections/Loss Mitigation and Neighborhood Stabilization. We remain privately held so we can keep our focus on customers, not Wall Street.

Divorce Planning of Austin focuses on providing financial options, ideas and strategies to achieve the best outcome in divorce settlements. Our team of expert Divorce Financial Planners, Consultants and Analysts are dedicated to ensuring a civilized and efficient approach to handling the financial aspects of divorce. We provide our clients with professional advice and tailored solutions to ensure their financial proposal is well-crafted and implemented. Our team of professionals have extensive experience in the field and are committed to offering the highest quality of service. We also encourage our clients to read the book “I Now Pronounce You Financially Fit” by Pam Friedman to further understand the financial aspect of a divorce.

Mangold Anker Phillips is a public accounting firm providing comprehensive services to clients in Austin, Texas, through two offices located in northwest Austin and Westlake. Established in 2020, the company is the result of a merger between The Mangold Group, CPAs, PC and Phillips Anker, PC. Our CPAs have an array of advanced credentials and specialize in Outsource CFO and Controllership, Advisory Services, Financial Statements, and Advanced Income Tax Planning and Preparation for Businesses, Individuals, Estates and Trusts. Other services include Business Valuations, Forensic Accounting, and Litigation Consulting, as well as IT solutions for complex accounting software problems and assistance with establishing nimble entrepreneurial subsidiaries for Fortune 1000 companies. Mangold Anker Phillips is a member firm of CPAConnect, an alliance of CPAmerica, Inc. Our priorities are always to provide excellent service to our clients, employees, and community.

J Dwayne Anderson, CPA provides a range of financial services to clients in and around Austin & San Marcos, TX. Our mission is to help individuals and small businesses with their accounting, estate planning, tax preparation and other tax needs. We have vast experience working with clients in various industries such as real estate, oil & gas, hospitality, non-profits and oil field service. We are a team of experienced professionals who are dedicated to providing the highest quality of service. Our services include financial accounting, estate planning, small business accounting, and tax preparation. We strive to develop trusting relationships with our clients and provide personalized solutions tailored to their specific needs.

Troy Mannella - LNM Lending Team is a mortgage team located in Austin, Texas that offers competitive rates and a convenient loan process. Our mission is to build lasting relationships with each of our clients and provide them with outstanding service. We specialize in helping first time home buyers, those who are looking to purchase their dream home, those looking to refinance an existing loan, or those who need debt consolidation. Our experienced mortgage brokers make the process simple, stress free and fast. With our professional assistance, you can be one step closer to achieving your financial goals. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Visio Lending is the number one provider of rental loans in the US. Our team has designed loan programs to meet the needs of investors. The Rental 360 Loan Program is ideal for experienced investors who want to increase their portfolio of single family rental properties. This program features no balloons, a straightforward eligibility process that focuses on the financial performance of the property, no tax return requirement, up to 75% loan-to-value ratio for refinances and 80% for purchases, just 30 days of ownership before it can be used, simple and consistent pricing and protection of personal information through borrowing in a corporate entity. For vacation rentals, Visio Lending offers common sense underwriting of short-term rents, full 30 year term (no balloons), no tax return requirements, up to 70% LTV for refinances and 75% for purchases, 30 days of ownership seasoning, straightforward pricing, and protection of personal information by borrowing in a corporate entity.