Texas State Board of Public Accountancy License #094281 Galleria & Downtown Houston, TX
Premier Accounting & Tax Advisory • Houston, TX
Licensed Texas CPA Practice #094281

Tax Strategy
Defined by
Precision.

Serving Houston business owners, energy executives, medical practitioners, and real estate investors with bespoke tax compliance, Texas Franchise Tax optimization, and secure 24/7 client portals.

IRS Authorized E-File & Representation
Texas Franchise Tax & PIR Specialists
Encrypted 256-Bit Client Vault
Dedicated Lead CPA Advisors
10.4% Avg. Client Tax Reduction
32 Years
Established Practice
2,400+
Active Houston Clients
$14.8M+
Saved for Clients
99.4%
Audit Defense Success
Comprehensive CPA Practice

Tax Compliance & Strategic Counsel

Delivering precision tax preparation and proactive financial management for Houston's individuals, business owners, and growing enterprises.

W-2 Executives, Stock Options, Multi-State Income

Individual Tax Filing & Wealth Strategy

For High Earners, Investors & Executives

Starting at $450

Comprehensive individual tax compliance designed to preserve your wealth and minimize tax liabilities legally under current IRS rules.

Included Features:
Federal Form 1040 Preparation & E-Filing
Schedule D (Capital Gains, Crypto, Stock Sales)
Schedule E (Rental Property Tax Deductions)
Mid-Year Tax Planning & Estimate Calculations
IRS Audit Defense & Representation Guarantee
LLCs, S-Corporations & Sole Proprietors

Small Business & LLC Tax Filing

Turnkey Compliance for Houston Business Owners

Starting at $950

Tailored business tax preparation ensuring full federal compliance, Texas state franchise filing, and strategic owner deduction planning.

Included Features:
Form 1120-S or Form 1065 Business Tax Return
Texas Franchise Tax / Public Information Report (PIR)
Section 179 & Depreciation Maximization
Owner Compensation & Reasonable Salary Analysis
Year-Round QuickBooks Alignment Support
All Texas LLCs, S-Corps, C-Corps & Partnerships

Texas Franchise Tax & PIR Filing

Specialized Texas State Tax Compliance

Starting at $350

Texas has no state income tax, but requires strict Texas Franchise Tax reporting. We ensure your entity stays active and in good standing with the State Comptroller.

Included Features:
Texas Comptroller No-Tax-Due Information Report
Texas Margin Tax Form 05-158 / COGS Analysis
Comptroller Account Status Verification
Combined Group Filing & Revenue Allocation
May 15 Texas Filing Deadline Management
Houston Energy, Real Estate & Tech Firms ($1M - $20M Rev)

Fractional CFO & Tax Advisory

Strategic Financial Oversight for Growing Enterprises

Custom retainer from $1,800/mo

Executive-level financial management without the overhead of a full-time CFO: Houston-focused CPA leadership for cash flow, forecasting, and entity strategy.

Included Features:
Monthly & Quarterly Financial Statements Review
Cash Flow Forecasting & Budgeting
Proactive Tax Loss Harvesting & Entity Optimization
R&D Tax Credit & Energy Incentive Analysis
Dedicated Senior CPA Advisory Lead

Tailored Industry Expertise for Greater Houston

Schedule of Sectors
01

Energy & Oilfield

Intangible Drilling Costs (IDC), depletion allowances, Section 179 equipment deductions, and multi-state oilfield labor tax.

02

Houston Real Estate

1031 Tax Deferred Exchanges, Cost Segregation Studies, rental property passive loss optimization, and Harris County property tax strategy.

03

Medical Practitioners

PLLC setup, S-Corp election for physicians & surgeons, 401(k) profit-sharing plans, and TMC medical practice asset management.

04

Retail & Startups

Texas Franchise Tax exemption filings, sales tax reconciliation, inventory accounting, and R&D federal tax credits.

Houston CPA Partners

Licensed Texas State Board CPAs with decades of proven tax strategy and client defense experience.

Marcus Vance, CPA, PFS

Marcus Vance, CPA, PFS

Managing Partner & Senior Tax Strategist

TX CPA #083419

Over 20 years of public accounting experience in Houston. Marcus specializes in complex corporate tax structuring for energy, manufacturing, and real estate enterprises.

Specialties:
Corporate TaxEnergy & Oil ServicesIRS RepresentationEstate Planning
22 Yrs Exp.
Elena Rodriguez, CPA

Elena Rodriguez, CPA

Partner - Texas Business & Franchise Tax

TX CPA #092104

Elena leads our Texas Franchise Tax and small business tax practice. She helps Houston entrepreneurs maximize deductions and ensure seamless PIR & Margin Tax compliance.

Specialties:
Texas Franchise TaxS-Corp OptimizationSmall Business BookkeepingMedical Practices
14 Yrs Exp.
Robert Taylor, CPA, MST

Robert Taylor, CPA, MST

Senior Tax Director - Real Estate & Wealth

TX CPA #098310

Holding a Master of Science in Taxation from UH C.T. Bauer College, Robert specializes in wealth preservation and real estate investor tax strategies across Greater Houston.

Specialties:
1031 Tax ExchangesHigh-Net-Worth Individual TaxReal Estate InvestorsCryptocurrency
12 Yrs Exp.
Interactive Tax Calculator

Texas Franchise Tax & S-Corp Savings

Instantly calculate your 2025/2026 Texas Margin Tax exemptions and federal self-employment tax optimization.

Financial Inputs

TX Comptroller 2026 Rules
$1,850,000

Texas No-Tax-Due threshold for recent tax years is $2,470,000.

$420,000
$310,000

Tax Analysis Breakdown

Galleria CPA Engine

Subject to Texas Margin Tax Reporting

Filing Due

Your revenue exceeds $2.47M. Our algorithm calculated the 4 legal Texas margin options and selected the lowest taxable margin.

Estimated Texas Franchise Tax
$
Applicable Rate: on Lowest Taxable Margin ($)
Comptroller 4 Margin Methods Evaluated:
Method 1 (80% Rev):$
Method 2 (Rev - COGS):$
Method 3 (Rev - Payroll):$
Method 4 (70% Rev):$
Required Filing Form:Form 05-158 (Franchise Tax)
Texas Comptroller Deadline:May 15, 2026
Downtown Houston skyline under a wide Texas sky
Tax Season 2026 is Open

Reserve your seat with a Houston CPA partner.

Franchise tax, federal filing, and a dedicated advisor, on the record and on time. In person at the Galleria or by secure video.

Est. 1994 Licensed Texas
CPA Practice
Houston Offices & Contact

Visit Our Galleria & Downtown Houston Offices

Conveniently located in Houston's primary business districts with private client conference rooms and dedicated parking validation.

HQ

Galleria Tower Main Office

Primary Tax Center

2800 Post Oak Blvd, Suite 4100, Houston, TX 77056 (Galleria Tower)

(346) 296-0942

Mon - Fri: 8:00 AM - 6:00 PM | Sat (Tax Season): 9:00 AM - 2:00 PM

DT

Downtown Houston Branch

Corporate Advisory

1000 Main Street, Suite 2200, Houston, TX 77002 (Downtown Houston)

(346) 296-0942

Greater Houston Metro Area Coverage

Serving Galleria, Downtown, Energy Corridor, The Heights, Montrose, Sugar Land, Katy, The Woodlands & Medical Center.

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