Tax advisory & compliance.

Business tax preparation for partnerships, S corporations and C corporations, and for the trusts, estates and individuals connected to them. We prepare federal and multi-state returns with senior review, so each return reflects the planning behind it. Call well before year-end, not in the week before an extended deadline.

• Partnership returns (Form 1065) and K-1s
• S corporation (1120-S) and C corporation (1120) returns
• Multi-state income and franchise tax filings
• Trust, estate and individual returns

Tax planning for Houston business owners and their companies, done year-round rather than in the weeks before a deadline. We model the tax effect of decisions before they are made, from how the business is structured to when and how cash comes out of it. Call when a major decision, a transaction or a change in the law is on the horizon.

• Entity structuring and restructuring
• Distribution planning
• Scenario modeling for planned transactions
• Planning around new legislation and regulatory change

Related: The One Big Beautiful Bill Act: what Texas owners must know

RSK Advisors is a Houston tax firm that prepares outsourced ASC 740 tax provisions for private and private equity–backed companies that report under US GAAP. We prepare quarterly and annual provision calculations, current and deferred taxes, uncertain tax position and valuation allowance analyses, and the income tax footnote, or support your in-house team, and document each position so it holds up in your financial statement audit. Call ahead of quarter-end, year-end, or a transaction that changes your tax profile.

• Quarterly and annual provision calculations
• Deferred tax assets and liabilities
• Uncertain tax positions
• Valuation allowance analysis
• Income tax footnote disclosures
• Tax provision software implementation

Provision work is led by Victor Sanchez and Steven Ramos, both CPAs, whose practices include ASC 740 and tax provision support, with Numair Khan, CPA, whose practice includes income tax accounting.

Related: Private equity portfolio companies · Tax technology & automation

RSK Advisors is a Houston tax firm that helps businesses that sell, hire or hold property across state lines with Texas franchise tax, nexus analysis, apportionment and voluntary disclosure agreements. We determine where you have nexus, review how income is apportioned, and use voluntary disclosure agreements, including the Texas Comptroller’s voluntary disclosure program, to resolve past exposure on the best available terms. Call when you enter a new state, receive a state notice, or find a filing you missed.

• Nexus analysis
• Apportionment review
• Voluntary disclosure agreements (VDAs)
• State audit defense
• Multi-state compliance, including Texas franchise tax

State and local tax work is led by Victor Sanchez, CPA, whose practice spans federal and state income and franchise tax compliance and planning.

Related: Texas franchise tax adopts bonus depreciation for 2026

RSK Advisors is a Houston tax firm that handles partnership tax for private equity, venture capital, hedge and real estate funds and the partnerships they own. We model distribution waterfalls and carried interest, prepare partnership returns and K-1s, and handle Section 754 elections and the Section 743(b) and 734(b) basis adjustments that follow. Call at fund formation, ahead of a distribution or exit, or well before K-1 season.

• Fund tax compliance, partnership returns and K-1 preparation
• Carried interest and distribution waterfall modeling
• Investor tax reporting
• Partnership allocations, capital account maintenance and Section 704(c) allocations
• Section 754 elections and Section 743(b) and 734(b) basis adjustments
• Partnership liability allocations

Partnership and fund work is led by Numair Khan, CPA, a Subchapter K specialist with particular depth in capital accounts, Section 704(c) allocations, Section 743(b) and 734(b) basis adjustments and partnership liability allocations, with Steven Ramos, CPA, whose practice covers partnership taxation.

Related: Private equity portfolio companies · Private equity & fund managers

Corporate tax services for closely held and private equity–backed companies, from choice of entity through consolidated filing. We weigh the tax cost of each structure, plan acquisitions and reorganizations, and support the credits and deductions you claim. Call when you form or restructure an entity, buy a business, or change how you treat research costs.

• Entity selection
• M&A structuring
• R&D credits and Section 174A research expensing
• Section 199A deduction planning
• Consolidated return planning

Related: Rev. Proc. 2026-32: R&E and construction method changes

RSK Advisors is a Houston tax firm that advises upstream and midstream oil and gas operators, mineral rights holders, energy-focused private equity funds and investors on percentage depletion, intangible drilling costs, §45I marginal well credits and the tax side of buying and selling producing properties. Call before an acquisition or divestiture, or when you want a second look at how depletion and drilling costs are treated.

• Percentage depletion
• Intangible drilling costs (IDC)
• §45I marginal well credits
• Acquisition and disposition planning for producing properties
• Tax planning for oil and gas investors

Energy work is led by Victor Sanchez, CPA, whose experience runs deep across energy and oil and gas, with Numair Khan, CPA, whose clients include operating businesses across the energy value chain.

Related: The marginal well credit just hit a record · Energy & natural resources

RSK Advisors provides transaction tax advisory and buy-side and sell-side tax due diligence in Houston for buyers, sellers and private equity sponsors. We find the target’s tax exposures, model how the deal structure, including a §338(h)(10) election where one applies, changes after-tax proceeds, and stay with the deal through purchase price allocation and the first returns after closing.

• Buy-side tax due diligence: a review of the target’s tax history to find its federal and state tax exposures before you close
• Sell-side tax due diligence: a review of your own company’s tax history ahead of a sale, so exposures are found before a buyer finds them
• Deal structure: structuring alternatives, §338(h)(10) elections and modeling of after-tax proceeds under each
• Purchase price allocation and earn-out treatment
• Post-acquisition integration and the first returns after closing

• Diligence findings on the target’s federal and state tax exposures
• Structure modeling that shows how each alternative, including a §338(h)(10) election where one applies, changes after-tax proceeds
• Purchase price allocation and earn-out tax treatment
• The ASC 740 effect of the transaction, for companies that report under US GAAP
• The first federal and state returns after closing

Transaction and diligence work is led by one of RSK’s three tax partners: Steven Ramos, Victor Sanchez or Numair Khan, all CPAs. Steven and Numair advise on M&A from both the buy side and the sell side. Victor’s practice includes transaction-related tax analysis.

Financial due diligence and quality of earnings reports come from our consulting team. One senior team, one engagement letter.

Related: Private equity portfolio companies · Private equity & fund managers · F reorganizations in S corporation acquisitions

High-net-worth tax planning for individuals, families and family offices, coordinated with the businesses they own. We plan income, gifts and charitable giving together, and work alongside your estate attorney on trusts and wealth transfer. Call when a liquidity event or a change in the family’s plans is coming.

• Individual tax planning
• Trust and estate planning
• Gift and wealth transfer strategies
• Charitable giving
• International information reporting

Related: High-net-worth & family offices

Tax automation for in-house tax and finance teams that want fewer spreadsheets between the ledger and the return. We implement provision software, automate recurring compliance workflows, and connect tax data to your ERP and accounting systems. Call when a system change, an acquisition or a new reporting requirement is about to strain your current process.

• Tax provision software implementation
• Compliance workflow automation
• Tax integration with ERP and accounting systems

Related: AI & automation for finance teams

IRS audit representation and state audit defense for businesses and individuals. We respond to notices, manage the examination from the first document request, and take unresolved issues to appeals when the facts support it. Call as soon as a notice or audit letter arrives, before you respond to the agency yourself.

• IRS and state audit representation
• Audit management and document requests
• Appeals
• Resolution of notices and proposed assessments

RSK Advisors is a Houston tax firm that advises real estate developers, owners, investors and funds on §1031 like-kind exchanges, Opportunity Zone investments through qualified opportunity funds, cost segregation and joint venture structuring. We plan the tax side before you buy, sell or bring in a capital partner, coordinate cost segregation studies to accelerate depreciation, and structure joint ventures so the economics and the tax allocations agree.

• §1031 like-kind exchanges
• Cost segregation studies
• Opportunity Zone investments and qualified opportunity funds
• REIT compliance
• Joint venture structuring
• Real estate fund partnership returns and K-1s

Real estate work is led by Numair Khan, CPA, whose clients include real estate businesses, with Victor Sanchez, CPA, whose experience includes construction.

Related: The One Big Beautiful Bill Act: bonus depreciation and more · Partnership & fund tax · Real estate & construction

RSK Advisors is a Houston tax firm that advises private equity sponsors and their portfolio companies from acquisition through exit. We structure each deal, run the tax due diligence, prepare the portfolio company’s ASC 740 provisions and returns, and plan state tax as the footprint grows.

• Add-on acquisitions: tax due diligence on each target, deal structuring and purchase price allocation as the platform grows
• Entity structure and reorganizations: choice of entity, restructuring before or after a deal, and consolidated return planning across the group (see F reorganizations in S corporation acquisitions)
• ASC 740 provisions: quarterly and annual provisions and the income tax footnote for portfolio companies that report under US GAAP
• State tax footprint after a deal: nexus analysis, apportionment review and voluntary disclosures when an acquisition brings new states, people or property
• Post-acquisition integration: purchase price allocation, earn-out treatment and the first returns after closing
• Exit readiness: sell-side tax due diligence and modeling of how the exit structure changes after-tax proceeds

• Structure modeling that shows how each alternative changes after-tax proceeds
• Buy-side or sell-side tax due diligence findings on each target’s tax exposures
• Quarterly and annual ASC 740 provision calculations and the income tax footnote
• Nexus and apportionment analysis across portfolio companies, with voluntary disclosure agreements where past exposure exists
• Federal and multi-state returns for the portfolio company, with senior review

Every portfolio company engagement is led by one of RSK’s three tax partners: Steven Ramos, Victor Sanchez and Numair Khan, all CPAs. Numair’s clients include private equity sponsors and portfolio companies, and both Numair and Steven advise on M&A from the buy side and the sell side. Victor’s practice includes transaction-related tax analysis and ASC 740 provision support.

Our consulting team adds fractional CFO support, post-acquisition integration and exit readiness. One senior team, one engagement letter.

Related: Partnership & fund tax · Transaction tax advisory & due diligence · Private equity & fund managers