• Our Firm
    • Who We Are & Who We Aren’t
    • Meet Our Team
    • Why the CFP® Matters
  • Our Services
    • What We Do
    • 7 Areas of Comprehensive Financial Planning
    • Our Planning Approach
    • FAQs
  • Our Transparent Fees
    • How Our Fees Work
    • Fee Structure
  • Let’s Talk
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Wealth Management | The Sum

Wealth Management | The Sum

The Woodlands TX

  • Our Firm
    • Who We Are & Who We Aren’t
    • Meet Our Team
    • Why the CFP® Matters
  • Our Services
    • What We Do
    • 7 Areas of Comprehensive Financial Planning
    • Our Planning Approach
    • FAQs
  • Our Transparent Fees
    • How Our Fees Work
    • Fee Structure
  • Let’s Talk

The Sum Prep, LLC

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A Personal Approach To Tax Planning

The Sum Prep offers tax and bookkeeping services for clients of Registered Investment Advisor (RIA) firms. We serve busy, successful people and businesses that desire a cohesive approach to their tax planning. Our team of CERTIFIED FINANCIAL PROFESSIONALS™ and Certified Public Accountants provides hands-on support and guidance that considers the entire scope of your financial goals. And with years of client service experience, we put your needs first while making the tax preparation process as simple and stress-free as possible.

Services Provided

  • 1040 Tax Return Preparation and Filing including State Tax Filing
  • 1041 Trust and Estate Tax Return Preparation and Filing
  • Texas Franchise Tax Preparation and Filing
  • 709 Gift Tax Preparation and Filing
  • 706 Estate Tax Preparation and Filing
  • 1120/1065 Corporate Tax Return Preparation and Filing

We do not offer audit or advisory services.

The Sum Planning


Call: 281.940.4859
Email: info@TheSumPlanning.com

4526 Research Forest Dr, Suite 240
The Woodlands, TX 77381

Disclosures | ADV 2A | Privacy Policy | Form CRS

© 2025 The Sum

The Sum Planning


Call: 281.940.4859
Email: info@TheSumPlanning.com

4526 Research Forest Dr, Suite 240
The Woodlands, TX 77381

Disclosures | ADV 2A | Privacy Policy | Form CRS

© 2025 The Sum