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Tax & Financial Services in Texas

42 investor-friendly Tax & Financial Services found in Texas as of August 23, 2025

  • Vikash Jhunjhunwala's profile image

    Vikash Jhunjhunwala

    CITTA CPA

    Tax & Accounting

    Tax & Accounting

    Citta CPA unlocks hidden deductions to supercharge your real estate ROI.Citta CPA delivers more than bookkeeping—your real estate empire starts here. We masters flips, rentals, and portfolios for maximum profitability view more
  • Max Gallagher's profile image

    Max Gallagher

    24Acres

    Financial Planning

    Tax & Accounting

    5.0 stars
    7 Reviews
    17 forum posts

    Financial Planning

    Tax & Accounting

    24Acres is a boutique wealth management and tax planning firm specializing in working with high-net-worth individuals and families who own investment real estate alongside other assets. We provide fully integrated, fiduciary advice that brings together investment management, tax strategy, estate planning, insurance, and real estate advisory—all under one roof. Our goal is to simplify complexity, optimize after-tax outcomes, and help our clients make confident, informed decisions with their en... view more
  • Dylan Brown's profile image

    Dylan Brown

    Dylan Brown CPA

    Tax & Accounting

    5.0 stars
    3 Reviews
    107 forum posts

    Tax & Accounting

    Dylan Brown, CPA specializes in tax strategy and compliance for real estate investors, syndicators, developers, and operators across the U.S. From entity structuring and waterfall modeling to 1031 exchanges and fund formation, I help clients optimize for tax efficiency at every stage. I run a solo practice powered by proprietary systems and automations that rival larger firms—offering white glove service without the bureaucracy. Whether you're launching your first deal or managing a $50M ... view more
  • Derek Peterson's profile image

    Derek Peterson

    Atteign LLC

    Tax & Accounting

    7 forum posts

    Tax & Accounting

    Atteign LLC partners with business owners through advising and practical application to give you the capacity to be the CEO, overcome hurdles, and achieve success. Our services include bookkeeping, accounting, controllership, advisory and more... We specialize in working with real estate investors - we are investors ourselves! We love working with owners and companies that are focused on growth and continuous improvement. You can reach out to us and schedule a free consultation by using... view more
  • Peter Fisher's profile image

    Peter Fisher

    Sequent Real Estate + Wealth Management

    Financial Planning

    5 forum posts

    Financial Planning

    Sequent Real Estate + Wealth Management empowers accredited investors and retirees with an integrated, holistic approach to real estate exit planning and ongoing portfolio oversight. Leveraging our dual expertise in sophisticated tax-deferral vehicles—1031 exchanges, Delaware Statutory Trusts (DSTs) and 721 UPREIT structures—plus comprehensive wealth management services, we help you: -Defer capital gains and transition your holdings into passive income streams. -Optimize retirement dist... view more
  • JT Thomas's profile image

    JT Thomas

    Solutions Group Accounting Firm

    Tax & Accounting

    Tax & Accounting

    We serve closely held, privately owned businesses led by growth-oriented, strategic-minded owners. Our role goes beyond accounting — we are year-round advisors, helping clients navigate complex decisions across tax, compliance, planning, and financial operations. Areas that we excel in: Advisory at the core: Tax, finance, and strategy integrated into every conversation Built on trust: Long-term partnerships, not transactional work Clear communication: One point of contact, no ru... view more
  • Jorge Fernandez's profile image

    Jorge Fernandez

    GBS Group

    Financial Planning

    Tax & Accounting

    4.8 stars
    25 Reviews

    Financial Planning

    Tax & Accounting

    At GBS Group, we serve as the strategic financial partner for real estate investors, leveraging our deep understanding of tax law and the real estate landscape to maximize your returns. We go beyond standard compliance to help you build a better business, offering expert guidance on complex strategies like Cost Segregation, achieving Real Estate Professional Status, navigating short-term rental tax implications, Self-Directed IRAs, and executing 1031 exchanges. Our mission is to help entre... view more
  • Serena Verma's profile image

    Serena Verma

    Hostvisors

    Tax & Accounting

    Tax & Accounting

    Hostvisors specializes in advisory, accounting, bookkeeping, and software automations, including AI workflow services. view more
  • Steven Coulis's profile image

    Steven Coulis

    SegWize

    Tax & Accounting

    5.0 stars
    1 Review

    Tax & Accounting

    Automated, DIY $550 cost segregation reports, designed with STR investors in mind. Investor-centric, AI-powered. We do NOT offer tax prep or advice, only cost segregation services. view more
  • Silvia LoGreco's profile image

    Silvia LoGreco

    RF FINANCIAL LLC

    Tax & Accounting

    Tax & Accounting

    Most Investors Focus on the Deal — We Focus on What Happens After. At RF Financial, we don’t just do taxes — we build real estate tax strategies that protect your profits and power your growth. Whether you’re flipping houses or holding rentals, we make sure your business is structured to grow and protected. From smart bookkeeping to entity structuring, our team makes sure your real estate business is built for long-term success. We don't guess. We plan. You scale view more
Showing 31 - 40 of 42 Texas Tax And Financial Services