(281) 407-7353
Private Client Plan (Annual Membership)
Ideal for entrepreneurs seeking full-service, year-round tax strategy and advice.
Service Description
• Everything in Strategic Plan, plus: • Ongoing Microsoft Teams advisory access (monthly/as needed) • Full entity + compensation strategy • Tax-efficient cash flow planning • Audit-risk minimization • Strategic input on major financial decisions Best for entrepreneurs, real estate investors, and busy professionals who want executive-level support year-round.
Cancellation Policy
Booking: Appointments must be scheduled at least 24 hours in advance. Payment is required at the time of booking for one-time services (e.g., Tax Strategy Intensive). Rescheduling: You may reschedule your appointment up to 24 hours before your scheduled time at no charge. A new time can be selected using your original confirmation email link or by contacting us directly. Cancellation & No-Shows: Cancellations made more than 24 hours in advance are eligible for a full refund. Cancellations made within 24 hours of your appointment or no-shows are non-refundable. Late Policy: We allow a 10-minute grace period. Beyond that, your session may need to be rescheduled and may be subject to our cancellation policy. Questions or Special Requests? Email julius@horizonwealthtax.com and we’ll do our best to accommodate.
Contact Details
24044 Cinco Village Center Boulevard, Katy, TX, USA
(281) 407-7353
julius@horizonwealthtax.com