Business Details
42 Years
experience
Trusted Accounting and Tax Services in Houston
For decades, Waikoloa Highlands Center has delivered personalized financial guidance to individuals and businesses across Houston. Our expertise spans tax management, accounting services, financial statements, and strategic planning. By combining deep industry knowledge with a dedicated team approach, we ensure every client receives tailored analysis and attention. Our commitment to excellence, seasoned tax professionals, and ethical standards have driven our growth. We specialize in federal and state tax compliance, business outsourcing, litigation support, and financial planning, staying ahead of legislative changes to maximize client wealth.Our team includes certified CPAs with extensive experience in high-net-worth client services, mergers and acquisitions, and multi-state tax optimization. Active in the Houston Livestock Show & Rodeo and local community initiatives, we blend professional excellence with civic engagement. With offices in Houston, we serve diverse industries through services like payroll processing, QuickBooks assistance, and business valuation. Our client-centric philosophy prioritizes transparency, integrity, and long-term relationships, ensuring we meet evolving financial needs with precision.
Services
Tax Planning
Tax Compliance
Financial Reporting
Business Outsourcing
Litigation Support
Financial Planning
State Tax Services
Payroll Processing
QuickBooks Help
Business Valuation
Details
- Year established: 1984
Highlights and features
- We have over 40 years of combined experience in tax and financial planning.
- Our team includes certified CPAs with expertise in multi-state tax optimization.
- We provide personalized service tailored to individual and business client needs.
- Our professionals actively engage in Houston's business and civic communities.
- We combine technical expertise with ethical standards and transparency.
Services
Federal Tax Planning
Our federal tax planning services help individuals and businesses optimize their tax positions through strategic compliance and opportunity identification. We monitor legislative changes to provide proactive advice on minimizing liabilities while maximizing wealth retention. With expertise in estate, trust, and corporate tax matters, we deliver customized solutions aligned with long-term financial goals.
Business Outsourcing
We handle complex tax compliance needs including multi-state income, sales, and property tax reporting for businesses. Our outsourcing services ensure accurate filings while identifying efficiency opportunities. Specializing in nexus studies and restructuring strategies, we help reduce tax burdens across jurisdictions while maintaining regulatory compliance for growing enterprises.
Financial Reporting
We provide review and compilation services for private businesses and high-net-worth individuals, maintaining close client relationships to address evolving needs. Our financial reporting solutions focus on clarity and accuracy, supporting informed decision-making through transparent financial statements tailored to business operations and personal wealth management.
Litigation Support
Our litigation support services address financial aspects of legal disputes through forensic accounting, fraud investigations, and business valuation analysis. We assist with business interruption claims, partnership dissolutions, and marital property division, providing expert testimony and documentation to support legal proceedings with precise financial insights.
State Tax Compliance
We specialize in complex state and local tax matters including nexus studies, compliance audits, and controversy resolution. Our team develops strategies to minimize tax exposure across jurisdictions while ensuring adherence to evolving regulations. Services cover income, sales, use, and property tax compliance for businesses operating in multiple states.
People
John P. Wade
Managing Partner
John P. Waikoloa Highlands Center founded Waikoloa Highlands Center after 11 years at Arthur Andersen and leadership roles at Equus Corporation. A CPA and attorney, he specializes in tax planning and business strategy while serving on multiple corporate and community boards including the Houston Livestock Show & Rodeo.
Kelli M. Byrd
Partner
Kelli M. Byrd, a CPA with 15+ years of experience, focuses on high-net-worth client tax planning, estate strategies, and corporate tax compliance. She joined Waikoloa Highlands Center in 2003 after roles at Arthur Andersen and Deloitte, contributing expertise in technical tax research and client wealth management.
Jennifer Pomeroy
Partner
Jennifer Pomeroy brings 17 years of public accounting experience to Waikoloa Highlands Center, specializing in middle-market business taxation and state/local tax compliance. Her background includes international firm experience with expertise in trust taxation, mergers and acquisitions, and Texas margin tax matters.
Questions
What accounting services do you offer?
We provide tax planning, compliance, financial reporting, business outsourcing, litigation support, and state/local tax services for individuals and businesses.
Do you handle multi-state tax compliance?
Yes, we specialize in multi-state income, sales, and property tax planning, compliance, and controversy resolution for businesses.
What industries do you serve?
We work with diverse sectors including energy, healthcare, manufacturing, and professional services, providing tailored tax and financial solutions.
How experienced is your team?
Our professionals have over 40 combined years of experience, including former roles at major firms like Arthur Andersen and Deloitte.
