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CO-CREATE | CO-DEVELOP | DELIVER
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About
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Who We Are
- Our Global Reach
- Awards And Special Honors
- Vision And Core Values
- Investments in Our Community
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Professional Memberships
- The Leading Edge Alliance (LEA)
- PKF International
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants
- Houston CPA Society
- AICPA Employee Benefit Plan Audit Quality Center
- AICPA Not-for-Profit Section
- AICPA Private Company Practice Section
- Public Company Accounting Oversight Board
- Association for Accounting Marketing
- CPA Firm Management Association
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Our Team
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Directors
- Brian Baumler, CPA
- Rafael Carsalade, CPA
- Martin Euson, JD
- Sonia Freeman, CPA, CGMA
- Matthew Goldston, CPA, CM&AA, CVA
- Annabella Green, SPHR, SHRM-SCP, AAAPM
- Kenneth Guidry, CPA
- Chris Hatten, CPA, CM&AA, CVA
- Byron Hebert, CPA, CTP
- Nikki Homratsamy, CPA
- Ryan Istre, CPA
- Frank Landreneau, CPA
- Marty Lindle, CPA
- Chip Schweiger, CPA, CGMA
- Jim Streets, CPA
- Danielle Supkis Cheek, CPA, CFE, CVA
- Michael Veuleman, CPA
- Gary Voth, CPA, JD
- J. Del Walker, CPA
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Senior Managers
- Mohamad Al-kawafha, CPA, CGMA
- Tom Aune, MCSE, CISA, CPA
- Pete Cao, CPA
- Debra Chastain, CPA
- Chris Dodd, CPA
- Binh H. Duong, CPA
- Hanh Duong, CPA
- Shelly Hayes, CPA
- Jen Lemanski
- Becky Leong, CPA
- Patty Lindsay, CPA, CGMA
- Chad Neckar, CPA
- Sam Razmandi, CPA
- Nicole Riley, CPA, CFE
- Kristin Ryan, CPA
- Emily Smikal, CPA
- Angelica Vaquera, SHRM-SCP
- Kimberly Wood, CPA, CEPA
- Managers
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Directors
- Client Testimonials
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Who We Are
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Solutions
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Services
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Audit & Accounting Services
- Financial Statement Audits
- Employee Benefit Plan Audits
- IFRS Conversion & Implementation
- Revenue Recognition Central
- SEC / Public Companies
- Texas Professional Accounting Tax Audit Consulting Services in Texas
- Texas PCAOB Registered Accounting Audit Assurance Firms in Texas
- Texas SEC Financial Statement Reporting Audit Services in Texas
- Texas Energy Industry Accounting Tax Audit Consulting Services in Texas
- Houston Health Care Accounting Tax Audit Consulting Services in Houston TX
- Houston Professional Accounting Tax Audit Consulting Services in Houston TX
- Houston SEC Financial Statement Reporting Audit Services in Houston TX
- Houston Life Sciences Accounting Tax Audit Consulting Services in Houston TX
- Houston Agribusiness Industry Accounting Tax Audit Consulting Services in Houston TX
- Houston Real Estate Accounting Tax Audit Consulting Services in Houston TX
- Houston Hospitality Industry Accounting Tax Audit Consulting Services in Houston TX
- PCAOB Registered Accounting Audit Assurance Firms
- International Financial Reporting Standards IFRS Implementation in Houston TX
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Entrepreneurial Advisory Services
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- Healthy Start® Package
- Texas Small Business Outsourced Controller CFO in Texas
- Texas Cash Flow Management Turnaround Solutions Services in Texas
- Houston Small Business Outsourced Controller CFO in Houston TX
- Houston Cash Flow Management Turnaround Solutions Services in Houston TX
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Tax Services
- Business Tax Solutions
- Global Tax Services
- Personal Tax Services
- State & Local Tax Planning
- Texas Health Care Accounting Tax Audit Consulting Services in Texas
- Texas Private Equity Accounting Tax Audit Consulting Services in Texas
- Houston Construction Accounting Tax Audit Consulting Services in Houston TX
- Houston Private Equity Accounting Tax Audit Consulting Services in Houston TX
- Texas Manufacturing and Distribution Tax Accounting Services in Texas
- Texas Foreign Sales IC-DISC tax incentives consulting in Texas
- Texas Business Tax Planning Strategies Services in Texas
- Houston Manufacturing and Distribution Tax Accounting Services in Houston TX
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- Foreign Sales IC-DISC Tax Incentives Consulting
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Consulting & Advisory
- Bankruptcy Consulting
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- For Women Executives
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- Outsourced Controller and CFO
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- Texas Life Sciences Accounting Tax Audit Consulting Services in Texas
- Texas Hospitality Industry Accounting Tax Audit Consulting Services in Texas
- Texas Real Estate Accounting Tax Audit Consulting Services in Texas
- Texas Agribusiness Industry Accounting Tax Audit Consulting Services in Texas
- Texas Construction Accounting Tax Audit Consulting Services in Texas
- Houston Energy Industry Accounting Tax Audit Consulting Services in Houston TX
- Texas Transfer Pricing Policy Consultation Assistance in Texas
- Houston Business Mergers and Acquisitions Valuation Consulting in Houston TX
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Audit & Accounting Services
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Industries
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Case Studies
- Accounting Method Change Saves Tax
- Bookkeeping Efficiency Lowers Costs
- Consulting and Cost Modeling After Acquisition
- Cost Accounting Restructure Boosts Profits
- Custom Approach Used for Joint Venture Audit
- Forensic Accounting Aids D.A. Prosecution of Fraud
- Fraud Investigation Recovers 100% of Losses
- Fresh Start Accounting After Emerging from Bankruptcy
- Internal Audit of Joint Ventures Proactively Addressed Potential Issues
- Internal Controls Strategy Ensures IPO Readiness
- Liquidating Distribution Center and Assets to Prepare for Buyout
- Outsourced Financial Reporting in Lieu of Full-time Hires
- Outsourced Tax Function for Public Company
- Process Mapping to Prepare for a Sale
- Quality of Earnings Analysis to Close Acquisition Deal
- Royalty Audit Requires Tailored Solution
- Transfer Pricing Study Counters IRS Challenge
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Services
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Resource Hub
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Media Library
- PKF Texas Testimonial from Leyh Payne & Mallia PLLC
- Identify and Eliminate Waste in Your Business
- PKF Texas Build Around Community
- Desk Buddies
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Video Podcast Archive
- Martin Euson Explains Tax Structuring
- Importance of Vendor Compliance in a Joint Venture
- Tax Due Diligence Explained
- Getting a Company Market Ready
- Different Components of a Joint Venture
- Chris Hatten Explains a Quality of Earnings Statement
- BioHouston CEO on How Houston Fosters Innovation and Research
- Get Involved with the 15th Annual Houston CPA Society Energy Conference
- Brian Baumler Discusses Joint Venture Strategic Advisors
- Considerations when Buying or Selling a Business
- Fundraising Advice for Nonprofits
- Programs that Bring Technology Companies and Talent to Houston
- Misconceptions with Nonprofit Raffles
- BioHouston CEO Discusses Current Health Care Technology Trends
- Benefits and Procedures of Conducting an Audit
- Rob Ferguson Discusses Passion for Helping Family Businesses
- Crystal & Company Looks to a Bright Future Through Client Care and Relationship Building
- Three Tax Tips to Follow When Buying a Business
- Brian Baumler Talks Joint Ventures and JVSA
- An Overview of the 2017 Gulf Coast Regional Family Forum
- David Robinson and Daniel Bassichis of Admiral Capital Group
- Helpful Tips for Not-for-Profits Filling Out Form 990
- Houston Suburb Boasts Economic Growth, Great Quality of Life
- Three Steps to Take When Expanding Your Business
- Job Growth and Development in Houston Suburb
- How to Get Your Company Prepared for an Audit
- Three Pieces of Critical Advice from an Audit Director
- Use Quadrants to Improve Your Time Management Skills
- Track Prospects and Potential Clients Using a Rain Gauge
- Find Out What Drives Your Business
- Carl Lewis Discusses Technology
- Port Related Industries Create Job Growth in Houston
- The Values That Women Leaders Bring to the Table
- How Purpose Drives Success
- Discussing Savage Thinking With the Chief Purpose Architect of Savage Brands
- How Purpose Translates into Profit
- Using Savage Thinking to Lead with Purpose
- The Importance of Culture and People When Evaluating Career Opportunities
- How the Birkman Method Predicts Conflict
- Birkman Method Reveals Who is Likely to Challenge Themselves
- Understanding the Freedom Component of the Birkman Method
- How Structure Impacts Business Communication
- Birkman Method Reveals the Energy Level All Employees Bring to Work
- Birkman Method Indicates The Authority Style of All Employees
- Preparing For International Expansion With Crisis Management
- The Birkman Method Evaluates How Employees Adapt To Change
- Being Flexible and Embracive of Culture Differences For Business
- Byron Hebert Continues His Birkman Method Series, Focusing On Empathy
- Chris Jones "Profit and Peril" Contributor Reveals More Information About Crisis Communication Plans
- Birkman Method & Understanding the Advantage Component
- Mila Golovine, "Profit and Peril" Contributor Talks Culture Awareness
- Crisis Management When Conducting International Business
- Don Looper, "Profit and Peril" Contributor Talks Mergers & Acquisitions
- The Birkman & Acceptance
- Perspectives from the Honorable Astrid Marklund - Sweden
- Denise Patrick Talks Cost Analysis Associated With International Business
- Profit & Peril: The Secrets to Global Expansion
- The Birkman Reveals Communication & Esteem of Directors
- The Birkman Personality Profile Test & The Three Components
- Houston CPA Society Energy Conference Chair, Brian Baumler & Vice Chair, David Butler Discuss The 13th Annual Conference
- Perspectives from The Honorable Kelly Ralston, Senior Trade Commissioner at Coffee with the Consuls – Australia:
- Selecting International Advisors
- Sales Forecasting for Your Business Plan
- Strategic Planning Using Sustainable Competitive Advantage
- Learning More About Joint Venture Strategic Advisors (JVSA) Part II
- Joint Venture Strategic Advisors (JVSA) Launched by PKF Texas and Catalyst
- Detecting Risk Areas In Your Business Processess
- IC-DISC: Setting It Up for Your Business
- IC-DISC: Who Qualifies?
- Exporters and Manufacturers Can Benefit from an IC-DISC
- Using Balanced Score Cards for Your Business
- Community Outreach Fuels Growth
- Change Readiness Model - Capabilities and Beliefs
- Change Readiness as a Segment of the Change Success Model
- Change Success Model Overview
- Keeping the Big Picture in Mind - Advice from an Entrepreneur
- Microbrewing as a Culinary Trend - Interview with Rassul Zarinfar of Buffalo Bayou Brewing Co.
- Growth of Microbreweries in Houston - A Chat with Rassul Zarinfar, Buffalo Bayou Brewing Company
- Ryan Istre, Audit Director Discusses PKF Texas Culture
- Implementing an Eight Week Project Team
- Life-Long Learning as a Differentiator
- Recruiting and Retention in Houston’s Hot Economy
- King Ranch Ranch Saddle Shop Featured at the Houston Livestock Show and Rodeo
- Manufacturing as an Economic Indicator
- Entrepreneurs Take Time to Do, Plan, Check, Act
- Solving Your Business Issues with Force Field Analysis
- Manufacturers Come Together in Houston
- Using Product Surround to Enhance Customer Experience
- Corporate Culture Impacts Clients
- IRS Focus on Transfer Pricing - Will it Impact Your Business?
- Making Sense of Big Data
- Accountants and Business - The Effect of Talent
- International Tax Compliance - Changes for Companies with Foreign Bank Accounts
- Female Consumers Shape Media Trends
- Trends for Women in the Media
- Employee Benefit Plan Audits: Correcting Operational Mistakes
- Benefits of Board Expansion
- Changing Demographics on Corporate Boards
- 401K Plans and Reducing Operational Mistakes
- Impact of Women in the Boardroom
- Women on Corporate Boards
- Employee Benefit Plan Audits: Fiduciary Responsibilities
- Women in Leadership Positions
- Perspectives on Women in Business
- Women in Business 2.0 - Trends in Media
- Fiduciary Responsibilities for Employee Benefit Plan Sponsors
- Where to Look for International Growth
- Considerations for International Tax
- Who Benefits from Working with JVSA?
- What to Know About the SEC’s Revenue Recognition Rules
- Prioritizing To Achieve Excellence
- Merging All Aspects of Life to Find Success
- How Technology Impacts a Joint Venture Audit
- Best of... Use Quadrants to Improve Your Time Management Skills (1)
- Best of... Find Out What Drives Your Business with a Business Excellence Model
- What to Know About Staff Accounting Bulletin (SAB) 118
- Best of... Three Tax Tips to Follow When Buying a Business
- Best of... Brian Baumler Talks Joint Ventures and JVSA
- Best of... Three Steps to Take When Expanding Your Business (1)
- Best of... How to Get Your Company Prepared for an Audit
- Best of... Fundraising Advice for Nonprofits
- Tax Deductible Contributions in Not-for-Profits
- Best of... Tax Deductible Contributions in Not-for-Profits
- Best of... Misconceptions with Nonprofit Raffles
- Due Diligence from Audit and Tax Perspectives
- Hot Topics from the SEC
- Accounting Rules for Leases
- 2018 Gulf Coast Regional Family Forum Overview
- Cryptocurrency and Blockchain: Where is it Headed?
- Working with Joint Venture Agreements
- Solar Energy – What’s Next?
- How Home Upgrade Can Improve Health and Energy Consumption
- Fossil Fuels and Renewable Power – What’s in the Future?
- What Businesses Need to Know About Fraud
- How Revenue Recognition and Lease Standards Can Affect Your Balance Sheet
- Tax and Accounting Tips for Startups
- Greater Houston Community Foundation Makes Charity Dollars Productive
- Working Audits with Joint Venture Strategic Advisors
- How the TCJA Affects International Middle Market Companies
- Reconsidering Tax Planning Strategies for International Middle Market
- International Middle Market and Foreign (Repatriated) Funds
- How the GILTI Tax Impacts Your Business
- GILTI Tax - Who it Impacts and Restructure Planning
- Understanding Fraud in International Business
- What Not-For-Profits Need to Know About Fraud
- What is Foreign Derived Intangible Income?
- A Closer Look at FDII - Application and Calculation
- Houston CPA Society's 16th Energy Conference - Agenda and Registration
- A Closer Look at IC-DISC and Tax Reform
- What Steps to Take for Revenue Recognition
- Foreign Income Impact on State Income Tax, Flow-Through Entities and Small Businesses
- Changes in How Not-For-Profits Present Their Financials
- Steps to Take if You Suspect Fraud in Your Company
- Putting Controls in Place to Protect Businesses from Fraud
- Working with Attorneys and CPAs for Fraud Cases - What to Know
- How Tax Reform Affects Pass-Through Entities
- What Entrepreneurs Need to Know About Toll Tax
- What Tax Payers Need to Know About International Tax Reform
- What is the Donor Bill of Rights?
- How Charity Watchdogs Impact Not-For-Profit Organizations
- The FASB Changes Public Companies Need to Know
- Small Reporting Companies Get Expanded Definition
- New Opportunity Zone Program Provides Tax Incentives
- The Differences Between Public Charities and Private Foundations
- How Tax Reform Directly--and Indirectly--Impacts Not-for-Profits
- What to Know About PCAOB Rule Changes
- Family Philanthropy: Private Foundations vs. Donor Advised Funds
- What to Expect for 2019 from Revenue Recognition Rules
- Here’s the Latest on Transfer Pricing
- SEC Comment Letters – What Companies Need to Know
- What's Changing in the PCAOB?
- A Closer Look at Transfer Pricing and the International Space
- Best of... What to Know About the SEC’s Revenue Recognition Rules
- What is Due Diligence and What are the Benefits?
- 5 Basic Steps to Due Diligence
- How Your Business Can Benefit from IC-DISC
- The Importance of Getting Your Financial House in Order
- Transaction Tips: Prevent the Delay of a Sale
- 2019 Gulf Coast Regional Family Forum Overview
- The Economic Cycle: Where it’s Been and Where it’s Going
- Your IC-DISC Strategy: Does it Need to Change?
- Solar Energy Can Lower Costs and Reduce Emissions?
- What’s Coming from the SEC in 2019?
- Houston Exponential – Developing Houston for Innovators and Startups
- Foreign Tax Baskets – What to Know
- The First Steps of Preparing Your Business For a Sale
- Before You Begin Preparing Your Business For a Sale…
- How Changes in the PCAOB Will Affect Audit Report Standards
- How to Mentally Prepare for the Sale of Your Business
- Opportunities and Traps in the International Business Space
- What are the New PCAOB Inspection Trends?
- Following Up on FDII Changes from March 2019
- Valuing Your Business – How to Get Started
- What are the Changes in SEC Reporting Regulation?
- A Buyer Shows Interest - Here's What you Need to Know
- How to Maximize Opportunity with FDII
- Get the Best Deal for Selling Your Business
- What's Coming to the 2019 TXCPA Houston Energy Conference?
- Why Accounting and Development are Critical to Not-for-Profits
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Publications & Articles
- Leading Edge Digital Magazine
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Articles
- Download the 2019 SEC Update Guide
- Under new FASB guidelines do nonprofits receive contributions from governments?
- Cubester®: Why young professionals chase job titles
- From Coffee to Coordinating
- Cubester® Chat: The Impact of Mergers and Acquisitions on Young Professionals
- Breakdown of how bonus depreciation, interest expense deductions, and the qualified business income deduction can impact your business
- End-of-Year Employee Manual Review: What You Need to Know
- Cubester® Chat: Self-Care Tips to Manage Stress
- The ABCs of Blockchain
- Top 10 FAQs on new Opportunity Zone program
- Business updates on tax deductions for meals, entertainment, and commuting fringe benefits
- Family philanthropy: Tips on private foundation vs. donor advised fund
- Investing in Houston’s ‘Opportunity Zones’ provides big tax savings
- How tax reform affects new business owners
- What potential business owners should know about entity structure considerations and tax reform
- 10 Productive Apps to Make Your Life Easier
- Provision in the new Tax Act is boon for companies who qualify
- Is Your Company a Victim of Fraud?
- Tackling Cybersecurity: What to Consider
- Download New SEC Disclosure Rule Amendments
- Download New Lease Accounting Standards
- Learn to Spot Occupational Fraud and Resolve the Gaps
- Download the SEC Filing Reference Guide
- Download Organizational Process Consulting Information
- ASU No. 2018-08 Clarifies Guidance for Not-for-Profit Entities' Contributions
- The SEC Expands the Scope of Smaller Reporting Companies that Qualify for Scaled Disclosures
- Download Revenue Recognition Information
- Navigating your business into safe waters: Lessons Learned
- The Impact of the Impending IFRS Conversion
- FASB 157 And The Importance Of Establishing Fair Value
- The Challenge of Alternative Investments
- Then and Now: Pension Law Reforms Impact DB Funding
- Benefit Your Employees and Your Not-for-Profit by Cross-Training
- Making “Tax Smart” Donations During Disaster Events
- Risk and Oversight of Employee Benefit Plans
- The Power of External Relationships
- Why Volunteer? It's All About Relationship-Building
- Keeping Your Firm Competitive
- Working the Room: How to Be a Better Networker
- Women as Relationship-Builders: Access Their Influence
- Building a Global Niche
- Cubester® Chat - 5 Tips to Transition From School to Work
- 5 less-apparent tricks to prepare for your next audit
- Friend or Boss: Redefining Work Relationships
- PKF Texas Client Spotlight: Rebellion Photonics
- Cubester® Chat – Should New Hires Take Advantage of a Flexible Work Environment?
- Crowdfunding must meet certain SEC requirements
- Private Company Decision-Making Framework update
- Cubester Chat: The Challenges Companies Face When They Recruit Young Professionals
- Cubester® Chat: Tight Deadlines and Why They Don’t Have to Be So Painful
- Cybercrime: It's Not Going Away and It's Getting Worse
- What You Need to Know About Compilations, Reviews and Audits to Obtain a Loan or Line of Credit
- Cubester® Chat: What You Need to Know About Mentors
- Top 10 Tips for Mergers and Acquisitions
- Cubester® Chat: The Road to Burnout
- Components of the Affordable Care Act (ACA) That Apply to Small Business
- Cubester® Chat: 5 Ways Millennials Can Adapt to Their Companies
- Form 990 for Tax-Exempt Organizations: Common Pitfalls
- PKF Client Spotlight - Delray Plants
- NAAATS Conference 2016: A Bird’s Eye View
- Changes to FBAR Filing Deadline: Understand the Consequences
- FASB Clarifies the Definition of a Business
- 2019 Manufacturing Outlook and Insights Survey
- 2018 - 2019 Worldwide Tax Guide
- 2018-2019 Executive Tax Planning Guide
- PKF Texas - The Entrepreneur's Playbook®
- Current Issue - LEA Digital Magazine
- Profit and Peril: Secrets to Global Expansion
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News & Alerts
- PKF Texas Director Honored by AICPA and CPA Practice Advisor
- PKF Texas Directors Honored by Texas CPA Society Houston Chapter
- PKF Texas Strengthens Entrepreneurial Advisory Services Team with New Director
- PKF Texas Promotes New Director and Adds Shareholders
- PKF Texas Announces Changes to Management Structure
- PKF Texas Strengthens Entrepreneurial Advisory Services Team
- PKF Texas Receives National Recognition for Client Service, Culture, and Workplace Flexibility
- Press Releases
- PKF Texas Recognized as One of Houston’s Best Marketers
- Impact of Infrastructure Improvements at the Port of Houston
- Factors to Consider When Choosing an Employee Benefit Plan Auditor
- Joint Venture Audits Can Offer Excellent Time Value of Money Return
- Bitcoin: A True Phenomenon in Digital Currency
- To improve your business, don't play it safe with innovation
- GPS Diagnostic Tool
- PKF Texas Holds Strong Presence in the Houston Business Community
- PKF Texas Manager Appointed to Local Board
- PKF Texas Named A “Best Accounting Firm to Work For” in the U.S. (1)
- PKF Texas Named an IPA Top 200 Firm by INSIDE Public Accounting (1)
- PKF Texas Hires New Director to Expand Tax Practice
- PKF Texas Leadership Recognized in Who’s Who in Energy
- 2016 AICPA Controllers Conference Features Byron Hebert, Senior Birkman Consultant
- PKF Texas Named A “Best Accounting Firm to Work For” in the U.S.
- PKF Texas Supports Internal Growth and Culture with Audit Promotions
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Tax Updates
- Rafael Carsalade, CPA, Alison Muecke, CPA and Jim Streets, CPA Join Shareholder Ranks at Pannell Kerr Forster of Texas, P.C. (PKF Texas)
- Why investing in small-business stock may make more tax sense than ever
- Year-End Tax Strategies for Accrual-Basis Taxpayers
- Accelerating Your Property Tax Deduction to Reduce Your 2016 Tax Bill
- Can You Pay Bonuses in 2017 but Deduct Them in 2016?
- Who is Eligible for the Section 199 Deduction?
- Benefit Your Employees and Your Not-for-Profit by Cross-Training
- Final Version Tax Cuts and Jobs Act Update
- House GOP Tax Cuts and Jobs Act Update
- Senate GOP Tax Cuts and Jobs Act Update
- International Tax Compliance - Changes for Companies with Foreign Bank Accounts
- IRS Focus on Transfer Pricing - Will it Impact Your Business?
- Post-Election Tax Policy Update 2016
- Administration's 2017 Tax Reform Outline
- Hurricane Harvey Recovery Information
- PKF Texas Director Recognized by AICPA and CPA Practice Advisor
- PKF Texas Tax Manager Graduates from United Way Project Blueprint Program
- PKF Texas Recognized as a “Best Accounting Firm to Work For” in the U.S.
- PKF Texas Chief Culture Officer Recognized by Houston Business Journal
- PKF Texas Director Honored by CPA Practice Advisor and Accounting Today
- PKF Texas Director Recognized by the Houston Business Journal
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Tools
- Business Forecasting
- Force Field Analysis
- Fraud Prevention Survey
- Fraud Risk Assessment
- GPS For Your Business
- Identifying Areas of Waste in Your Business
- Improving Waste in Your Business
- International Resources
- Key Performance Indicators
- Maximize the Value of Your Business Upon Exit
- Meeting Communication
- One-Page Plan
- Prepping for a Sale
- Resolutions for Your Business
- Sell-Side Due Diligence
- Sustainable Competitive Advantage
- To Sell or Not to Sell
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Media Library
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