Keith knows that for entrepreneurs and family offices, tax strategy is not just about compliance—it is about protecting and transferring value. With more than thirty years of professional experience, including 28 years in public accounting and additional experience in the real estate sector, Keith serves as a trusted tax partner to growing and complex organizations.
While his foundation is built on deep technical tax expertise, Keith’s true value lies in helping business owners navigate growth, complexity, and transition. He specializes in passthrough entity tax consulting, advising entrepreneurs operating multiple entities as they scale, restructure, and plan for the future. His work also extends to family office consulting, trust and estate tax compliance, and strategic estate and wealth transfer planning.
Areas of Impact:
- Tax Strategy and Compliance: Federal and state tax planning and compliance for passthrough and complex entity structures.
- Family Office and Estate Planning: Trust, estate, and wealth transfer strategies designed to preserve long-term value.
- Industry Expertise: Advising clients across private equity, real estate, energy, and family office environments.
Keith earned his Bachelor of Business Administration in Accounting from Stephen F. Austin State University. He is actively involved in the professional and local community as a member of the Rotary Club of Western Fort Worth and the Real Estate Council of Greater Fort Worth, bringing both technical expertise and a practical perspective to the clients he serves.