Soaring Eagles Tax & Financial Services, LLC

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Greetings and welcome to our site.

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Katherine Nixon

We are in business to help our clients achieve their financial goals.

Changing Lives - One Legacy at a Time.

Email: katherine.nixon@jwcemail.com     Phone: 281-370-6622

ABOUT US: 

  • Our clients are individuals, executors, fiduciaries, and business owners.
  • We love our work.
  • We enjoy seeing individuals retire securely, businesses grow, reports filed properly, issues resolved, stewards prosper, and estates preserved for loved ones.
  • Our goal is to have a successful financial plan in every client's home or business and to provide resources that will help them implement and protect those plans.
  • We sell knowledge and experience.
  • We help you know the law allowing you to take advantage of all possible deductions and pay only the taxes you legally owe while working to increase your personal wealth.
  • We help you navigate the rules so that you can maximize your financial net worth.
  • We will constantly strengthen and expand our knowledge base in areas that we believe will give us the greatest chance of increasing our clients' net worth as a result of new or improved skills.
  • We want our clients to benefit and grow from our present and future knowledge base.

Your time is valuable.  At our office, you will not wait longer than ten minutes for a scheduled appointment or we will reduce your bill by 10%.

If you have a question, please ask us. We do not charge for quick questions. Our goal is to communicate with you so that you keep well informed and comfortable.

We provide COMPLETE FINANCIAL SERVICES including:
  • Tax Return Preparation for individuals, businesses, estates and trusts.
  • Specialize in Long Term Care Insurance, Life Insurance, and Longevity Planning.
  • Provide business and individual tax planning, reporting and investing.
  • Individual Securities (stocks and bonds)
  • Mutual Funds
  • IRA's
  • Rollover of your company retirement plan.
  • Implement employer sponsored retirment plans.
  • Provide Estate Planning, probate assistance, and fiduciary reporting for estates and trusts.
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Soaring Eagles Tax & Financial Services, LLC

Katherine Nixon is a licensed CPA, financial advisor, and insurance agent.  Securities are offered through J.W. Cole Financial, Inc., Member FINRA, SIPC.  Investment Advisory Services are offered through Jonathon Roberts Advisory Group.  Her firm, Soaring Eagles Tax & Financial Services, LLC is not a CPA firm.  Insurance is offered as an independent agent.