Servant Leader Tax Group, PLLC · Houston, Texas
A CPA firm for business owners, nonprofits, and organizations doing work that matters. Clean books, financial statements that hold up when someone asks for them, and tax filings handled on time.
We serve so you can lead.
How we serve
Most owners come to us carrying some version of the same problem: the books are behind, a statement is due to someone who matters, and there is no time to fix either. We start where you are.
Get your accounting set up properly, catch up what is behind, and produce statements you can hand to a lender, grantor, or board with confidence.
Business and personal returns prepared by a CPA who will tell you plainly what the numbers mean and what to expect next year.
The filings that come due every month whether or not anyone has time for them. We register you, file on schedule, and answer the notices.
Our standard
We serve with excellence in everything we do, and we put the people we serve ahead of the work itself. Our clients are carrying missions that matter to real people. The finances behind those missions deserve the same care.
About the founder
For most of my career I sat on the review side of the table. Public accounting, deal advisory, internal audit inside a Fortune 500 company, and later a seat as a CFO in a growing consumer business. I have seen what happens when the books are clean and someone asks a hard question, and I have seen what happens when they are not. The difference is rarely intelligence or effort. It is usually whether somebody was paying careful attention early enough.
Servant Leader Tax Group grew out of that. The owners and directors I meet are not behind because they are careless. They are behind because they are carrying something: a business, a nonprofit, a program, a payroll, a family. Accounting is the piece that waits until it cannot wait anymore. You will not get a lecture about that here. You will get a plan, a fixed price, and someone who does the work.
The name is the standard I hold myself to. Serving well means excellence in the work itself, and that shows up in details most clients never see: clean support behind every number, documented positions, and deliverables that hold up when a lender, a grantor, or a school district asks for them. It also means putting the person ahead of the transaction. I want to know what you are building and who depends on it, because that is what the numbers are actually for.
I am a licensed CPA based in Houston, and I work with clients across the country. If you are somewhere between overwhelmed and behind, that is a normal place to start a conversation, and it does not change how I will respond to you.
Who we serve
We work best with organizations where the finances have real consequences for real people, and where somebody needs to be able to answer for the numbers.
How it works
Tell us what you are working with, including anything that is behind. We will ask what we need to understand the scope and nothing more.
You receive a fixed fee and a written scope listing exactly what is included and what is not, before any work starts. No hourly surprises.
Drafts for your review, then final deliverables, filing confirmations, and clean records you can hand to anyone who asks.
Request a consultation
Answer what you can. If you are behind on something, say so. It is a normal reason to reach out and it will not change how we respond.
