CPA for Tax Consulting Services

CPA for Tax Consulting Services - Tax Preparation Services in Houston, TX

We Know Taxes

Our tax professionals understand the ever-changing federal tax code and how it impacts both you and your business. We can help you stay compliant and consult with you on the best approaches for managing your liability and plan for the future.

Tax Compliance

We help our clients comply with federal and state tax reporting requirements. Using the most efficient procedures designed by our Tax Services Group, we keep you connected during the compliance reporting period to make data collection faster and streamline the return preparation process. We help you plan for next year’s federal tax payments while completing your current year’s return.

Tax Consulting

Tax planning is the most vital service our Tax Services Group provides and managing a tax liability on time sets us apart from other CPA firms. We implement creative strategies to optimize our clients’ tax situation. From initial planning to complicated accounting methods, we are focused on our client’s needs.

Tax Consulting Focus Areas:

  • 1031 tax-free exchanges
  • Succession planning
  • Net operating loss utilization
  • Entity formation
  • International assistance with US tax laws
  • Compensation planning

Business and Individual Tax Services

Tax planning should be an essential facet of your complete financial planning process. We have highly experienced tax professionals who can help you minimize your tax liabilities and defer taxes.

From immediate concerns to long-term planning, we can help you establish an individually tailored approach to tax and financial planning that considers the complete picture of your company’s or family’s financial status and goals.

Business Strategy & Tax Planning

We provide our tax clients with strategies and opportunities for minimizing their federal and state tax burdens. We routinely advise our clients on the tax implications of entity selection and organization structure, strategies for deferring income or accelerating deductions for tax reporting purposes, and the management of nexus and state tax reporting issues.

We assist in the following business transactions:

  • Estate planning
  •  Cost segregation analyses
  • Mergers & Acquisition
  • Closing your entity (Succession Planning)
  • Debt restructuring

 

Tax Controversy

If the IRS contacts you, you need to have representation by knowledgeable and respected professionals who understand IRS practices and procedures. We are experienced in the following areas:

  • Representation before IRS
  • State taxing agencies
  • Payroll tax controversy

Don’t Be A Stranger…

Just write down some details and our customer success heroes will get back to you in a jiffy!

Contact Info

John Thayer, CPA

Managing Partner

John is an accomplished Tax Partner with 40+ years’ experience.  He personally oversees the preparation of over 1500 annual tax returns.

John received his Bachelor of Business of Administration Degree from the University of Houston where he is an active alumnus.

Areas of Expertise
  • Tax Returns
  • IRS Audit & Negotiations
  • Public & Private  Accounting
  • Corporate Finance
  • Mergers & Acquisitions
  • Medical Practices
  • Business Valuations
  • Bankruptcy Proceedings
  • Litigation Support & Expert Testimony
  • Buy & Sell Agreements
  • Estate & Gift Tax

Curt Vaculik, AE  

Tax Principal

Curt is an accomplished tax partner with 15 years of professional experience with strong expertise in healthcare, construction, and real estate.

He graduated from the University of Houston with a BBA in Accounting in 2003. 

Contact him today to discover what his extensive knowledge can do for you.

Areas of Expertise
  • Income tax planning
  • Income tax preparation
  • Choice of entity and business structure planning
  • Tax minimization and credit strategies        
  • Business purchase, sale, or mergers
  • Sale or purchase of real property
  • Property exchanges
  • Lease/Buy analysis
  • Financing alternatives
  • International issues
  • Consolidated returns
  • Tax credits (R & D, work opportunity, earned income, foreign, etc.
  •  Payroll, property and sales tax issues
  • IRS audit representation
  • Estate & Gift Tax

Faisal Siddiqui - CPA

Audit Partner

Faisal Siddiqui boasts over 18 years of professional experience, including his tenure at Big Four accounting firms and his involvement in audit inspections with PCAOB. His extensive background encompasses leading both International and Domestic engagements. These engagements range from Emerging Growth Companies to Fortune 500 enterprises, where he has guided companies through IPOs, evaluated and implemented Internal Control Environments, and assessed Audit Quality & Remediation.

With a history of service across various industries such as oil & gas, manufacturing, hospitality, utility & power generation, home building, information technology, construction, and private equity funds & brokerage enterprises, Faisal Siddiqui possesses an unparalleled wealth of diverse technical knowledge and experience.

His impressive portfolio encompasses clients from both the privately held and publicly-traded realms. No task is deemed too small or too large; feel free to reach out to him at any time to discover solutions tailored to your needs.

Areas of Expertise

  • Public and Private Accounting
  • External and Internal Auditing
  • Internal Control Auditing
  • Implementation of COSO Framework
  • Financial Analysis
  • Marketing Research Consultation
  • Assessment and Consultation on Audit Quality
  • Consultation for Remediation
  • Consultation on PCAOB Comment Forms

Jose Pena - CPA

Audit Partner

CPA in Texas, Venezuela and Colombia, bilingual (English-Spanish) with international Public Accounting experience. Proven and comprehensive experience in audits and business advisory role in Energy, Services, Healthcare, Construction, Real Estate, Manufacturing, and Distribution audits. Broad range of achievements as a Big Four Professional Services Partner in a highly competitive, change intensive environment. Resourceful leader with a strong balance between technical proficiency, business objectives, strategic vision and organizational and staff development.

Extensive expertise in all key aspects of financial management including: auditing, accounting & risk assessment, financial reporting & analysis, performance & profit improvement, accounting systems & internal control, business opportunity assessments, IPO, reverser mergers & regulatory/SEC compliance, and International Financial Reporting Standards (“IFRS”).

Specialties: IFRS experience, SOX 404 compliance,Accounting for Foreign Currency, Income Taxes, Impairment of Long Live Assets, Stock Based Compensation.

Patrick Wong - CPA

Audit Partner

Coming Soon

May Huang - CPA

Audit Partner

Coming Soon