CPA & advisory · Houston, Texas

Your numbers, read by people who look you in the eye.

TAG is the Houston CPA firm where senior partners, not trainees, do the work. Audit, tax, and fractional back-office, connected as one hive.

Close-up of a bee at work, the TAG hive
Give us a buzz.
20+years of 401(k) / EBP audits
EBPAQCAICPA member firm
24+years, managing partner
2Texas offices: Houston & DFW
Trusted & certified

Credentials that earn the engagement

  • AICPAMember firm
  • EBPAQCEmployee Benefit Plan Audit Quality Center
  • Veteran-OwnedBusiness
  • MBEMinority Business Enterprise
Why TAG

TAG is about connectivity

Growing companies need more than a tax return. They need a connected infrastructure of back-office expertise, available on a fractional basis, the moment it is needed.

See how we connect

Connecting your organization to better financial reporting.

Connecting your tax compliance and planning to your future state.

Connecting your back-office to the strategic intent of your organization.

What we do

One firm, every back-office need

Best-in-class process and professionals, on a fractional basis, so you can access experience growing companies normally cannot afford.

01

Audit & Assurance

Nonprofit, 401(k)/EBP, PCAOB and HUD Single Audits, performed by partners.

Houston audit page
02

Strategic Tax

Federal and state compliance, planning and credits, structured to maximize what you keep.

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03

Fractional CFO

CFO and controller expertise on demand, financial leadership without a full-time hire.

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04

Strategic Business Planning

Infrastructure built for long-term growth and margin improvement.

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05

Human Resources

Benefits management, compliance and HR consulting, on a fractional basis.

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06

Outsourced Back-Office

Bookkeeping, payroll and policies & procedures, a single-source solution.

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The difference

Not the typical CPA firm

We pride ourselves on a flat service model, the most experienced team members actually perform your work.

01Senior TAG partners working directly on a client engagement

A flat organization

Senior professionals are hands-on with every engagement, a more frictionless experience at a more reasonable cost.

02The family-first culture at TAG CPAs

A unique culture

Our family-first culture retains smart people, which means better service continuity for you.

03The TAG Hive, a single-source solution for non-attest clients

The TAG Hive

Tax, accounting, strategic planning, HR and marketing in one place, a cost-effective single-source solution.

Senior TAG partners leading a client audit engagement in Houston
Houston · Nonprofit & 401(k) audits

Your audit, done by partners. Not trainees.

The most experienced team members actually perform your assurance work. It is the trap other firms fall into, and the standard we built TAG around.

  • Nonprofit, foundations & GASB Single Audits / HUD
  • 401(k) / EBP audits, EBPAQC member, 20+ years
  • PCAOB, PE-backed portfolios & joint ventures
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By the numbers

Narrow focus. Deep bench. Real tenure.

20+

years performing employee benefit plan audits of every size, as an AICPA EBPAQC member firm.

Talk to a partner
In their words

Why clients stay

The same partners, year over year. That continuity is what growing Houston organizations tell us they value most.

"Our 401(k) audit was handled by the same partner from the first call to sign-off. No hand-offs, no relearning our plan every year."

Director of FinanceHouston nonprofit, EBP audit client

"They built the back-office we couldn't yet afford to hire. Fractional CFO one week, clean audit the next."

Founder & CEOPE-backed manufacturer, The Woodlands

"Responsive, senior, and genuinely invested. It feels like they're part of our team, not a vendor."

Executive DirectorFoundation, Dallas–Fort Worth
Find us

Rooted in Texas

Two offices serving Houston, The Woodlands, Sugar Land, Katy and the Dallas–Fort Worth Metroplex.

Map of TAG CPAs offices in Houston and the Dallas–Fort Worth Metroplex, Texas

Houston

9977 W Sam Houston Pkwy N, Suite 150
Houston, TX 77064
281-429-8800

Dallas–Fort Worth

1225 Thomasville Ct
Garland, TX 75044
972-485-5333