Business Details
21 Years
experience
Your Trusted Partner for Accounting, Tax, and Advisory Solutions
Founded in 2005, our firm provides tailored accounting, tax, and advisory services to mid-market companies and entrepreneurs. With expertise spanning construction, real estate, healthcare, and energy sectors, we prioritize personalized client relationships and clear communication. Our team combines the knowledge of a large firm with the dedicated attention of a smaller practice, serving clients in Houston, San Antonio, and surrounding areas. We focus on understanding client goals to develop customized strategies that enhance profitability, ensure compliance, and support long-term financial success.Our services include tax planning, assurance, forensic accounting, cybersecurity advisory, and specialized solutions for Texas utility districts. With over 150 professionals, we deliver industry-specific insights while fostering a dynamic work environment that drives innovation and client value.
Services
Tax Services
Assurance
Client Accounting
Strategic Tax Advisory
Transaction Advisory
Cybersecurity Advisory
Forensic Accounting
Family Law Support
Texas Utility Districts
Details
- Year established: 2005
Highlights and features
- We offer 20 years of experience in accounting and advisory services.
- Our team specializes in construction, healthcare, and energy industry expertise.
- We provide personalized service with the resources of a national firm.
- Our professionals hold CPA, CHFP, and other industry certifications.
- We serve Houston, San Antonio, and surrounding Texas regions.
Services
Tax Services
Our Tax Services provide comprehensive evaluation of clients' tax positions, including compliance, savings opportunities, and strategic planning. We specialize in business tax strategy, personal tax planning, and international tax support for mid-market companies. With expertise in mergers and acquisitions, payroll tax, and tax controversy resolution, our team helps clients optimize their tax positions while ensuring regulatory compliance.
Assurance
Our Assurance services address compliance requirements for banks, investors, and regulatory bodies. We deliver audited financial reports, internal control assessments, and fraud prevention strategies. Specializing in Yellow Book audits, employee benefit plan audits, and SOC reporting, we help clients maintain transparency and strengthen financial reporting practices through customized assurance engagements.
Client Accounting Services
Client Accounting Services simplify financial operations through outsourced bookkeeping, fractional CFO support, and customized management reporting. We handle daily transactions, payroll processing, and financial statement preparation while providing advisory services to improve cash flow and operational efficiency for businesses at all growth stages.
Cybersecurity & Technology Advisory
Our Cybersecurity & Technology Advisory services enhance business security through risk assessments, vulnerability testing, and compliance with standards like NIST CSF and ISO 27001. We offer SOC audit readiness, incident response planning, and technology solutions tailored to protect sensitive data and improve operational efficiency in evolving digital environments.
Forensic, Litigation & Valuation
Forensic, Litigation & Valuation services provide expert guidance in financial disputes, fraud investigations, and asset valuation. Our team supports legal proceedings with financial analysis, expert testimony, and valuation of businesses or marital assets, combining investigative expertise with industry-specific knowledge to resolve complex financial matters.
People
Scott Irvine
Managing Partner
Scott Irvine leads our Houston office with over 25 years of experience in public accounting. He specializes in audit services for construction and real estate clients, focusing on regulatory compliance and financial reporting excellence.
Michael Del Toro
Regional Managing Partner
Michael Del Toro oversees our San Antonio operations, bringing expertise in tax strategy and advisory services for healthcare organizations. He has guided numerous clients through complex tax compliance and business growth challenges.
Courtney Brokaw
Partner
Courtney Brokaw specializes in client accounting services, helping businesses streamline financial operations. With 15+ years in outsourced accounting solutions, she provides fractional CFO leadership and process improvement strategies for growing companies.
Alphonso Anderson
Tax Executive Director
Alphonso Anderson leads tax operations with expertise in international tax and mergers & acquisitions. He advises Fortune 500 companies on tax compliance and strategic planning, ensuring alignment with evolving regulatory requirements.
Jeremy Barbatto
Partner
Jeremy Barbatto specializes in assurance services for public sector clients. He has extensive experience with A-133 audits and compliance requirements for government agencies, focusing on transparency and accountability in taxpayer fund management.
Questions
What industries do you specialize in?
We specialize in construction, real estate, healthcare, energy, and Texas utility districts, providing industry-specific accounting and advisory services tailored to each sector's unique challenges.
How do you support business growth?
We combine tax optimization, financial strategy, and cybersecurity solutions to enhance profitability, ensure compliance, and protect assets, helping businesses scale effectively.
What accounting services do you offer?
Our services include outsourced accounting, fractional CFO support, financial reporting, payroll processing, and customized management reporting to streamline operations.
Do you provide audit services?
Yes, we offer audited financial reports, internal control assessments, and compliance audits including Yellow Book and SOC reporting for various industries.
