LOD Financial & Management Inc.
Your Trusted Partner in Financial Clarity.
Expert accounting, tax, and consulting services designed to empower businesses and individuals toward lasting financial success.
Comprehensive Financial Solutions
We deliver a full suite of professional services designed to manage your finances with precision, ensuring absolute compliance and fostering sustainable growth.
Financial Consulting
Strategic advice to optimize your financial performance and achieve your long-term business objectives with confidence.
Bookkeeping Services
Meticulous and timely management of your financial records, providing ultimate clarity and ensuring regulatory compliance.
Accounting Solutions
Full-cycle accounting operations tailored precisely to your business size, from emerging startups to established corporations.
Business Tax Services
Expert preparation and strategic filing of business taxes to maximize allowable deductions and mitigate liabilities.
Personal Tax Preparation
Reliable, efficient, and discreet personal tax services, helping you navigate complex tax codes with absolute confidence.
Strategic Planning
Proactive guidance on budgeting, financial forecasting, and structuring for the long-term health of your enterprise.
Meet Marwan Alsheikh-Kassim
Founder & Lead Advisor
Since 2013, LOD Financial & Management Inc. has proudly served the Houston community. Led by Marwan Alsheikh-Kassim, an IRS registered tax preparer, our firm is built on a steadfast foundation of integrity, technical expertise, and a genuine commitment to client success.
We understand that financial matters can be complex and overwhelming. Our mission is to demystify these complexities, providing clear, actionable, and compliant advice that empowers taxpayers and small businesses to thrive in any economic environment.
Client Reviews
We are proud to build lasting relationships through transparency, professionalism, and exceptional results. Here is what our clients have to say.
"I can’t say enough good things about Marwan. He saved me money I didn’t even know I was leaving on the table; and walked me through everything in plain English... Marwan is patient, sharp, and genuinely kind. I trust him completely."
Ahmed El-Toukhy
Business Tax & Consulting
"He’s professional, knowledgeable, and very patient when it comes to explaining things. What I appreciate most is his attention to detail and how responsive he is. It’s clear he genuinely cares about helping his clients."
Airborne Locksmith
Accounting Consulting
"He’s easily the most knowledgeable and trustworthy CPA I’ve worked with... It’s rare to find someone who’s both a great professional and a good friend. If you’re looking for an accountant you can trust, Marwan is the one to go to."
Ryan Mathis
Tax Prep & IRS Resolution
"Year after year... our experience with LOD has been consistently excellent. LOD Financial always make the entire process simple and stress-free, taking the time to explain everything clearly, answer all of our questions, and provide valuable advice."
Hani Shaabi
Accounting Practices Consulting
Ready to Achieve Financial Peace of Mind?
Allow our expert team to manage your complex accounting, bookkeeping, and tax requirements, enabling you to focus entirely on operating and growing your business.
Schedule Your ConsultationContact Our Office
We are here to assist you. Please complete the form below or contact our Houston office directly to discuss your specific financial needs.
Send us a message
Office Details
Address
One Katy Plaza
11111 Katy Fwy Suite 910
Houston, TX 77079, USA
Phone
(281) 506-8610
info@lodfinancial.com