BUSINESS SUCCESSION PLANNING FOR OIL & GAS: REDUCING TAX EXPOSURE AND PROTECTING WEALTH
Oil and gas wealth takes decades to build. A poorly structured transition can significantly erode value. We regularly see owners build substantial oil and gas
Who We Are
We're more than just words. We're a culture. We're a team providing exceptional accounting and tax services.
Accessible. Attentive. Collaborative. Compassionate. Diligent. Distinctive. Dynamic. Efficient. Honest. Knowledgeable. Objective.
We are committed to delivering superior certified public accountant services to our clients while supporting the needs of our employees. We emphasize high ethical standards across our organization to provide comprehensive accounting services for high net worth individuals while nurturing our team.
For three generations, we have supported clients in the Dallas-metro area with trusted accounting and tax services. Our main priority is to build trust and deliver long-lasting, viable outcomes to our clients, offering tailored solutions for their unique financial needs.
Mark Patten
CPA
Daniel L. Lyke
CPA
Chelsea Ngo
CPA
Gabriella Morales
Director of Operations
Kort Kuenstler
Associate
Latest Blogs
Read up on some of our latest business news and useful information.
TAX PLANNING STRATEGIES FOR HIGH-INCOME EARNERS THAT ACTUALLY PRESERVE WEALTH
Thirty to fifty percent. That’s how much wealth high-net-worth families lose between generations without coordinated tax planning strategies for high-income earners. The reason isn’t market
REAL ESTATE INVESTMENT PARTNERSHIPS: WHY THEY’RE A POWER MOVE FOR LONG-TERM WEALTH
You want real estate exposure without the headaches of property management. That’s the appeal of real estate investment partnerships – they let you pool capital