Business Details
42 Years
experience
Trusted Accounting & Tax Services in Houston
Wade & Company, LLP & Company, LLP has been delivering personalized financial guidance to individuals and businesses in Houston and surrounding areas since 1984. Our expertise spans tax management, accounting services, financial statements, and comprehensive planning. As a leading firm in the region, we combine deep industry knowledge with a team-oriented approach to ensure every client receives meticulous attention. Our commitment to high standards and hiring seasoned tax professionals has driven our steady growth. We actively monitor evolving tax laws to provide strategic advice that helps clients build and preserve wealth.Our professionals work closely with diverse entities including corporations, partnerships, estates, and high-net-worth individuals. Through decades of service, we have established trusted relationships grounded in integrity and ethical practices. Our team's extensive experience in tax planning, compliance, and financial consulting positions us to address complex challenges effectively. We remain dedicated to advancing our clients' financial success through tailored solutions and unwavering service excellence.
Services
Tax Planning
Compliance Services
Financial Reporting
Business Outsourcing
Litigation Support
Financial Planning
State Tax Services
Payroll Processing
Entity Selection
International Taxation
Details
- Year established: 1984
Highlights and features
- We offer 40+ years of combined experience in tax and accounting services.
- Our team includes Certified Public Accountants with specialized expertise.
- We provide personalized service tailored to individual client needs.
- We maintain deep knowledge of evolving federal and state tax regulations.
- Our professionals have served Houston businesses since 1984.
Services
Federal Income Tax Planning
We provide comprehensive federal tax planning services for individuals and businesses. Our CPAs analyze financial situations to identify tax-saving opportunities while ensuring compliance with current regulations. We assist with strategic planning for income tax, estate tax, and business transactions.
Business Outsourcing Services
Our outsourcing services handle complex tax compliance needs. We manage federal income tax compliance, multi-state sales tax reporting, and property tax matters for businesses. This service ensures accurate filings while reducing administrative burdens for our clients.
Financial Reporting
We prepare detailed financial reports for private businesses and high-net-worth individuals. Our services include review and compilation engagements that maintain transparency while meeting regulatory requirements. We focus on building long-term financial clarity for our clients.
Litigation Support
Our experts provide litigation support for legal matters involving financial disputes. Services include forensic accounting, fraud investigations, and business interruption analysis. We deliver expert testimony and detailed financial documentation for court proceedings.
State and Local Tax Services
We specialize in multi-state tax planning and compliance. Our services include nexus studies, state income tax compliance, and sales tax examinations. We help businesses minimize tax liabilities while maintaining compliance with complex state and local regulations.
People
John P. Wade
Managing Partner
John P. Wade & Company, LLP & Company, LLP founded the firm in 1984 after 11 years at Arthur Andersen and executive tax roles at Equus Corporation. He holds a JD and CPA certification, with extensive experience in mergers and acquisitions. He serves on multiple corporate boards and community organizations.
Kelli M. Byrd
Partner
Kelli Byrd joined in 2003 and became partner in 2008. She specializes in estate tax planning and corporate taxation, with prior experience at Arthur Andersen and Deloitte. She holds a Master of Taxation degree and serves on Houston Livestock Show committees.
Jennifer Pomeroy
Partner
Jennifer Pomeroy became partner in 2016 with 17 years of public accounting experience. She focuses on middle-market businesses and high-net-worth individuals, handling tax compliance and technical research. She has expertise in state and local tax matters.
Questions
What accounting services do you offer?
We provide tax planning, compliance services, financial reporting, business outsourcing, litigation support, and state tax planning for individuals and businesses.
How long have you served Houston businesses?
Our firm has provided accounting services since 1984, with team members having decades of combined experience in the Houston market.
Do you handle complex tax situations?
Yes, we specialize in complex tax matters including multi-state compliance, mergers and acquisitions, and high-net-worth estate planning.
What industries do you work with?
We serve diverse industries including energy, healthcare, manufacturing, and professional services, with expertise in both public and private sector needs.
