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In a closely inspected and regulated industry such as yours, it’s particularly important for every number to be accounted for — to attract necessary capital from engaged investors, govern your bottom line efficiencies, and comply with ever-evolving local, state and federal law. Our broad understanding of GAAP-adherent processes and decades of service in the Texas oil, gas and related energy industries helps you maintain that leading edge in a field that is at once both exciting and challenging.

Who We Serve


  • Energy Distributors
  • Wholesale Buyers & Sellers
  • Wind Farms
  • Oil & Gas Device Manufacturing
  • Oil & Gas Production & Exploration

What We Do For You



  • Financial statements
  • Payroll



  • Quarterly and annual tax returns
  • Tax reduction strategies
  • Balance sheet planning



  • Application of GAAP
  • Proper Governance


Retirement plans & pensions

  • Plan setup and design
  • Plan testing
  • Filing Form 5500 Series
  • Plan documentation
  • 401(k) plans offered with highest 3(38) level of investment fiduciary management


Mergers & acquisitions

  • Preparation prior to sale
  • Testing cash flow of agreement
  • Tax implications


Business personal property tax

  • Freeport optimization (through analysis of out-of-state transactions)
  • Other cost-saving opportunities


Wealth Management

  • Clear processes; evidence-based strategy; and client-centric implementation for accumulating and sustaining personal wealth

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