Succentrix Business Advisors

We specialize in small business financial advice, tax preparation & bookkeeping

See how we can help your business!

Let us take care of your business!


Do you need Tax Services?

  • Tax Returns
  • Electronic Filing
  • Tax Problem Resolution
  • Tax Planning
  • Current Tax Law Consultation

Do you need Bookkeeping Services?

  • Cloud-Based Systems
  • Collaborative Platforms
  • Full Charge Bookkeeping
  • Time-saving Business Systems
  • Financial Consulting
  • Industry Comparisons

Do you need Financial Advisory Services?

  • Timely Financial Statements
  • Proactive Strategic Business Advice
  • Tax Planning
  • Competitive Advantage Analysis
  • Business Start-Up Advice
  • Trustworthy Expertise
  • Responsive Service
Specialized Services

Specialized Services

  • Business Strategy and Business Plans
  • Business Valuation
  • International taxation
  • Due Diligence
  • E2 and EB5 Investor Visa Tax Consulting and Advising
  • Foreign Investor Advising

Rafael Heredia

Rafael Heredia

Born and raised in Mexico City, Rafael has both Mexican and Spanish roots. He is bilingual, well-traveled and internationally connected. He attended Universidad Panamericana in Mexico, where he majored in Finance and Accounting and graduated Cum Laude. Rafael graduated from the Harvard University International Tax Program with concentrations in US Income Taxation, Corporate Finance and Public Finance. At the University of Texas at Austin, he earned his Masters of Business Administration. Rafael’s extensive education paired with his incomparable work history make him a “five star” tax professional and business advisor.

The most important factor in choosing a professional service provider is finding someone you can trust. Trust is earned, but it also comes from working with an individual who has conquered their own unique obstacles. When you work with a professional who has met life’s challenges head on and has overcome them, then you know that you are working with a person who knows how to face adversity and how to win in the face of it.

Acquiring a business advisor and finance professional for your business is the key to understanding and fortifying your bottom line. It is paramount that you have an expert handling your business finances. You simply cannot operate a successful business much less grow, if you do not have a finger on the pulse of your revenue stream. Rafael Heredia has more than twenty-five years of experience working in management, business processes, operating systems, financial analysis and tax. Being a CFO for 18 years, he knows business workings inside and out.

The city of Houston and, the Woodlands Texas are where Rafael and his family have made their home. Owning Succentrix Business Advisors, allows him to serve entrepreneurs, foreign investors and independent business owners while spending time with his wife and two children. Advising clients, consulting and providing solutions for a vast array of tax and business strategy issues are where Rafael excels. Regardless of the issues that you and your business face, you can be confident that Rafael possess the expertise necessary to address your concerns, and to provide you with proactive, strategic solutions.

With Succentrix Business Advisors at the core of your business strategy, you are free to do what you do best: assist your clients.

Get in touch

Se Habla Español




24624 Interstate 45 North Suite 200
Spring, Texas 77386

All content posted on this website or distributed by Succentrix Business Advisors is intended for informational purposes only. To determine whether these concepts are appropriate for your business, you should seek advice from a Succentrix Business Advisors representative or an independent advisor before implementation.

Each office is independently owned and operated.

This website and the franchise sales information on this site do not constitute an offer to sell a franchise. The offer of a franchise can only be made through the delivery of a franchise disclosure document. Certain states require that we register the franchise disclosure document in those states. The communications on this website are not directed by us to the residents of any of those states. Moreover, we will not offer or sell franchises in those states until we have registered the franchise (or obtained an applicable exemption from registration) and delivered the franchise disclosure document to the prospective franchisee in compliance with applicable law.