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.
Tax Season 2026 Portal & Tools
Secure Document Vault & Status
Book Senior Partner Consultation
Texas Franchise Tax Estimator
Tax Compliance & Strategic Counsel
Delivering precision tax preparation and proactive financial management for Houston's individuals, business owners, and growing enterprises.
Individual Tax Filing & Wealth Strategy
For High Earners, Investors & Executives
Comprehensive individual tax compliance designed to preserve your wealth and minimize tax liabilities legally under current IRS rules.
Small Business & LLC Tax Filing
Turnkey Compliance for Houston Business Owners
Tailored business tax preparation ensuring full federal compliance, Texas state franchise filing, and strategic owner deduction planning.
Texas Franchise Tax & PIR Filing
Specialized Texas State Tax Compliance
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.
Fractional CFO & Tax Advisory
Strategic Financial Oversight for Growing Enterprises
Executive-level financial management without the overhead of a full-time CFO: Houston-focused CPA leadership for cash flow, forecasting, and entity strategy.
Tailored Industry Expertise for Greater Houston
Schedule of SectorsEnergy & Oilfield
Intangible Drilling Costs (IDC), depletion allowances, Section 179 equipment deductions, and multi-state oilfield labor tax.
Houston Real Estate
1031 Tax Deferred Exchanges, Cost Segregation Studies, rental property passive loss optimization, and Harris County property tax strategy.
Medical Practitioners
PLLC setup, S-Corp election for physicians & surgeons, 401(k) profit-sharing plans, and TMC medical practice asset management.
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
Managing Partner & Senior Tax Strategist
TX CPA #083419Over 20 years of public accounting experience in Houston. Marcus specializes in complex corporate tax structuring for energy, manufacturing, and real estate enterprises.
Elena Rodriguez, CPA
Partner - Texas Business & Franchise Tax
TX CPA #092104Elena leads our Texas Franchise Tax and small business tax practice. She helps Houston entrepreneurs maximize deductions and ensure seamless PIR & Margin Tax compliance.
Robert Taylor, CPA, MST
Senior Tax Director - Real Estate & Wealth
TX CPA #098310Holding 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.
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 RulesTexas No-Tax-Due threshold for recent tax years is $2,470,000.
Tax Analysis Breakdown
Galleria CPA EngineSubject to Texas Margin Tax Reporting
Filing DueYour revenue exceeds $2.47M. Our algorithm calculated the 4 legal Texas margin options and selected the lowest taxable margin.
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.
CPA Practice
Visit Our Galleria & Downtown Houston Offices
Conveniently located in Houston's primary business districts with private client conference rooms and dedicated parking validation.
Galleria Tower Main Office
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
Downtown Houston Branch
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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