Dallas Tax Advisors Directory

Top Tax Advisors in Dallas, TX

TL;DR

Best tax advisors in Dallas, TX ranked by AI visibility. State tax: 0% state income tax; 2.18% effective property tax. Find verified specialists for planning…

We evaluated 138 tax advisors serving Dallas and ranked the top 8 by TrustRank — our composite score of AI search visibility, verified client reviews, and credentials.

Dallas tax advisors navigate Texas's 0% income; 2.18% property tax — Roth conversions are especially efficient with no TX income tax.

Get Matched With a Top Dallas Tax Advisor →
Updated Q1 2026
By Tania Kozar
138 reviewed, 8 selected
50 prompts tracked
Dallas Market Overview

Tax Advisors in Dallas

Dallas has a competitive tax advisory market serving individuals, corporations, and high-net-worth families. Texas's income tax structure — 0% income; 2.18% property tax — is Roth conversions are especially efficient with no TX income tax. Local specialists focus heavily on federal tax optimization alongside state compliance, and many advise on entity structure decisions that take advantage of Texas's specific tax rules.

0% income
TX income tax rate
35%
Businesses using outside tax counsel
$2,800
Avg. individual tax return cost (CPA)
Apr 15
Federal tax deadline

Key professional associations: ACG Dallas/Fort Worth and CFA Society Dallas/Fort Worth — 1,700+ members (est. 1951). Texas's specific tax rules — 0% state income tax; 2.18% effective property tax — require advisors with deep state compliance expertise.

ACG Dallas/Fort WorthCFA Society Dallas/Fort Worth — 1,700+ members (est. 1951)NAIFA-Dallas (est. 1913)

How TrustRank Works

Our independent scoring system for tax advisors in Dallas

TrustRank is not a paid placement. We independently evaluated 138 tax advisors serving Dallas across three measurable dimensions. No firm can pay to appear or improve its rank.

Component 1 — 55%

AI Visibility Score

We tracked 50 prompts across ChatGPT, Perplexity, Google AI Overviews, and Claude asking about tax advisors in Dallas. The % of prompts where each firm appears.

Component 2 — 25%

Review Score

Aggregate ratings across Google, Clutch, and the ProCloser.ai verified review system. Weighted by volume and recency of verified client reviews.

Component 3 — 20%

Content Authority

Depth, accuracy, and credibility of published content, case studies, and thought leadership demonstrating sector expertise in Dallas.

Top 8 Tax Advisors in Dallas, TX

1
Deloitte Tax
Serves Dallas, TX
92%
AI Visibility
4.2
Project Fee Est. 1895 Min: $10M+ revenue

Big Four tax advisory giant with a full-service Dallas office offering corporate tax, international tax, transfer pricing, and M&A tax structuring for large and mid-market companies.

corporate tax advisor DallasDeloitte tax Dallasinternational tax Dallas
Corporate TaxInternational TaxM&A Tax
2
PwC Tax & Legal Services
Serves Dallas, TX
89%
AI Visibility
4.1
Project Fee Est. 1849 Min: $10M+ revenue

Global tax and legal advisory with deep Dallas presence, specializing in tax controversy, digital assets, mergers and acquisitions, and state and local tax for corporations.

PwC tax Dallastax controversy DallasSALT advisor Dallas
Tax ControversySALTM&A Tax
3
KPMG Tax
Serves Dallas, TX
86%
AI Visibility
4
Project Fee Est. 1897 Min: $5M+ revenue

Big Four firm with a strong Dallas tax practice covering federal, state, international, and real estate tax for corporations, partnerships, and high-net-worth individuals.

KPMG tax Dallasreal estate tax advisor Dallaspartnership tax Dallas
Federal TaxReal Estate TaxHigh-Net-Worth
4
EY Tax
Serves Dallas, TX
84%
AI Visibility
4.1
Project Fee Est. 1989 Min: $5M+ revenue

Ernst & Young's tax services group with a major Dallas presence, advising private equity, family businesses, and public companies on tax strategy and compliance.

EY tax DallasErnst Young tax DallasPE tax advisor Dallas
Private Equity TaxFamily BusinessTax Strategy
5
RSM US
Serves Dallas, TX
79%
AI Visibility
4.3
Project Fee Est. 1926 Min: $1M+ revenue

Leading middle-market tax advisor with a prominent Dallas office serving privately held businesses, real estate investors, and high-net-worth families with tax planning and compliance.

RSM tax Dallasmiddle market tax advisor Dallasprivate company tax Dallas
Middle MarketReal EstatePrivately Held
6
Grant Thornton Tax
Serves Dallas, TX
75%
AI Visibility
4.2
Project Fee Est. 1924 Min: $1M+ revenue

National accounting firm with an established Dallas tax practice, specializing in federal and state tax compliance, international expansion, and transaction tax advisory.

Grant Thornton Dallasnational CPA firm Dallastransaction tax Dallas
Federal TaxInternationalTransaction Tax
7
BDO USA Tax
Serves Dallas, TX
71%
AI Visibility
4.1
Project Fee Est. 1910 Min: $500K+ revenue

Top 10 accounting firm with a growing Dallas tax practice, serving emerging growth companies, family-owned businesses, and real estate developers with comprehensive tax services.

BDO tax Dallasgrowth company tax advisor Dallasaccounting firm Dallas
Growth CompaniesFamily BusinessReal Estate
8
Moss Adams
Serves Dallas, TX
66%
AI Visibility
4.4
Project Fee Est. 1913 Min: $250K+ revenue

West Coast-rooted accounting firm with strong Dallas representation, specializing in technology, manufacturing, and real estate tax services for privately held businesses.

Moss Adams Dallastech company tax advisor Dallasmanufacturing tax Dallas
TechnologyManufacturingReal Estate

Tax Advisors Market Overview — Dallas, TX

Dallas's CPA market is the largest in Texas, serving 24 Fortune 500 headquarters, a thriving oil and gas sector, and the largest residential real estate market in the US by transaction volume. Texas's 0% income tax simplifies state filings but Texas's Franchise Tax and complex federal energy tax rules keep Dallas CPAs busy.

Market Indicator Data Point
Licensed CPAs12,500+
State Income Tax0%
Oil/Gas Returns Filedsignificant
Corporate HQ Count24 Fortune 500

Regulatory & Licensing Environment

Texas CPAs are licensed by the Texas State Board of Public Accountancy. Texas has no state income tax. The Texas Franchise Tax (margin tax) applies to most business entities — calculated as a percentage of taxable margin. Dallas CPAs frequently handle oil and gas depletion calculations, mineral rights income reporting, and working interest deductions.

Tax Advisors Fees in Dallas, TX

Fee Type Typical Range
Individual Return (complex)$800–$2,500
Oil/Gas Return (with depletion)$2,000–$6,000
Business Return (Texas Franchise)$1,500–$5,000
Hourly Rate (CPA)$225–$400/hr

Dallas CPAs with oil and gas expertise command premium fees — depletion allowance calculations, intangible drilling cost elections, and working interest income reporting require specialist knowledge not found at general practice CPA firms.

How to Choose a Tax Advisors in Dallas, TX

  • Texas Franchise Tax: Most Dallas business entities file the Texas Franchise Tax annually. Ask CPAs whether they handle the cost of goods sold (COGS) deduction calculation and available tax credits.
  • Oil and gas depletion expertise: Percentage depletion (15% for oil/gas royalties), cost depletion, and intangible drilling cost deductions require CPAs with specific energy sector training.
  • Section 1031 and real estate: Dallas's active real estate market generates significant 1031 exchange activity. Ask CPAs about their experience with like-kind exchange reporting, boot recognition, and reverse exchange structures.

Frequently Asked Questions

Common questions about choosing tax advisors in Dallas, TX.

What is the Texas Franchise Tax and how is it calculated for Dallas businesses?+
The Texas Franchise Tax is calculated on 'taxable margin' using the smallest of: 70% of total revenue; total revenue minus COGS; or total revenue minus compensation. The rate is 0.75% for most businesses (0.375% for retailers and wholesalers). Dallas CPAs use whichever calculation method produces the lowest tax. Entities with revenue under $2.47M (2025 threshold) don't owe Franchise Tax but must still file a 'no-tax-due' return.
How do Dallas CPAs handle oil and gas royalty income and depletion deductions?+
Oil and gas royalty recipients may deduct percentage depletion equal to 15% of gross income from the property (subject to the 65% net income limitation). Dallas CPAs typically prepare depletion schedules for each oil or gas property separately, tracking cumulative depletion against original cost basis. Unlike cost depletion, percentage depletion can exceed the original investment cost over time.
What Dallas-specific tax credits are available for businesses?+
Texas state tax credits include: the Research and Development Tax Credit (available for qualified research activities, credits against Franchise Tax), the Certified Historic Structures Tax Credit (20% credit for rehabilitation of certified historic buildings), and various enterprise zone incentives for businesses in qualified areas. Dallas CPAs can also advise on Chapter 381 agreements for property tax abatement.
Are there Dallas CPAs who specialize in real estate professional tax status?+
Yes — 'real estate professional' status under IRC Section 469 allows real estate losses to be deducted against other income (rather than being treated as passive). This is especially valuable in Dallas's active real estate market. CPAs help clients document the 750-hour and majority-of-time tests required to qualify.
How do Dallas CPAs handle California source income for corporate executives who moved from California?+
Dallas CPAs regularly file California non-resident returns for clients who relocated from California and have ongoing California-source income (equity that vested during California residency, California-based rental income, etc.). The California FTB may continue asserting California tax claims for 3–4 years after a domicile change — Dallas CPAs document the Texas domicile defensibly.

Reviewed by: Tania Kozar, EA — ProCloser.ai Research  |  Last Updated: April 2026  |  Sources: SEC IAPD, FINRA BrokerCheck, state regulatory filings, ProCloser.ai primary research.

Is Your Firm Not Listed?

If you're a tax advisors serving Dallas and want to improve your AI search visibility, ProCloser.ai can help you appear when prospects ask ChatGPT, Perplexity, and Google AI Overviews for recommendations.