01. Who We Are

We are boutique CPA firm providing advanced tax planning and business advisory services to successful entrepreneurs in Texas.

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02. Who We Serve

As a niche practitioner, we specialize in entrepreneurs in the healthcare and real estate fields, as well as other industries.  

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03. Why Us

Value-driven, business minded, client focused. We understand our clients and partner with them as advisors for life.

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Our Services


Tax Compliance

Our Tax Compliance portfolio of services is designed for individuals and business operating in a wide array of industries. We primarily serve closely held enterprises, including their affiliates and subsidiaries, as well as these entities' high net worth owners. Our client base expands to all 50...

Tax Planning

Our Tax Planning portfolio of services is designed for self-employed, high net worth entrepreneur individuals and their closely held business entities. Our approach to Tax Planning is pro-active and integrates our clients' business operational goals, as well as their personal financial and wealth...

Tax Litigation

Our Tax Litigation and Controversy practice focuses on achieving a positive resolution to the many disputes that taxpayers face at the Federal and State levels. This service is designed for individual and business taxpayers who may be under examination (audit), experiencing a tax collection matter...

Accounting Services

Our Accounting Services division serves small to medium size businesses operating in the industries that we specialize in (add hyperlinked Who We Serve). We leverage technology and cloud-based software in order for our clients to have live access to their books anytime, anywhere. In addition, we...

Advisory Services

Our Advisory Services division serves small to medium size businesses with annual revenues ranging from $2,000,000 to $50,000,000. Service offerings within our Advisory Services practice include: Outsourced CFO: We serve as a valuable member of your team via our Outsourced CFO services. This service...