Tax Consulting
Strategic tax planning, guidance when buying or selling a business, and support restructuring your organization.
Learn moreTax & advisory for growing and middle-market businesses
Your partner in navigating the ever-changing tax landscape.
Personalized tax consulting, compliance and financial support, with the depth of a large firm and the attention of a partner who knows your business.
Led by founder Phillip Hernandez, with 10+ years in public accounting
Located in Dallas–Fort Worth
Plan ahead, not just file
Proactive strategy that shapes decisions before year-end.
Stay compliant with confidence
Federal and state filings handled accurately and on time.
Unlock credits and deductions
R&D tax credits, plus accelerated deductions through cost segregation studies.
Services
Tax expertise and financial support, in one place.
From year-round planning to specialized studies, we cover what growing businesses need, and scale with you.
Tax Compliance
Accurate, timely federal and state income tax filings, so deadlines never become a source of stress.
Learn moreBookkeeping
Clean, current books that give you reliable numbers for making the right management and operational decisions, and make tax season straightforward.
Learn moreFractional CFO / Controller
Senior financial leadership when you’re not ready for a full-time hire, or just need an extra hand.
Learn moreCost Segregation Studies
Reclassify real estate basis into shorter-lived, bonus-depreciable assets to accelerate deductions.
Learn moreR&D Credit Studies
A dollar-for-dollar federal credit for developing or improving products, processes, software or formulas.
Learn moreTailored Solutions
Have a need that doesn’t fit neatly in a box? Let’s talk through it.
Industries we serve
Aerospace & Defense
Construction
Food & Beverage
Life Sciences & Biotechnology
Manufacturing
Oil & Gas
Private Equity
Professional Services
Real Estate
Restaurants & Franchises
Retail
Software & Technology
Transportation & Logistics
Wholesale & Distribution
Don’t see yours? Let’s talk →
We also work with businesses in many other industries.
Our approach
Personalized, comprehensive tax consulting, with a holistic approach and a personal touch.
We exist to take tax-related pain points off your plate, so you can focus on running and growing your business.
01
Client-centric
Your needs set the agenda. Transparent, efficient solutions built around your specific situation.
02
Deep expertise
Seasoned guidance through complex tax matters, delivered with care and attention to detail.
03
Value in every engagement
We look beyond the task at hand to strengthen your overall financial well-being.
Contact
Have questions? Let’s talk.
Tell us a bit about your business and what’s on your mind. We’ll follow up to set up a conversation.