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.