Business Details
42 Years
experience
Your Trusted Houston Accounting Partner
For decades, Wade & Company & Company has been delivering personalized financial guidance to individuals and businesses across Houston. Our expertise spans tax management, accounting services, financial statements, and strategic planning. As a leading firm in the region, we combine deep industry knowledge with a collaborative team approach to ensure every client receives tailored attention. Our commitment to excellence is reflected in our seasoned professionals, rigorous hiring standards, and unwavering work ethic, which have driven consistent growth in our client base. We specialize in federal and state tax compliance, business outsourcing, litigation support, and financial planning, serving diverse industries with precision and insight.Our team includes certified public accountants actively engaged in professional organizations and community initiatives, reinforcing our dedication to both technical mastery and client trust. Through decades of service, we have built a reputation for resolving complex tax matters, optimizing wealth retention, and providing actionable financial strategies that align with long-term client goals.
Services
Tax Planning
Financial Reporting
Business Outsourcing
Litigation Support
State Tax Compliance
Payroll Processing
Entity Restructuring
International Taxation
Details
- Year established: 1984
Highlights and features
- We offer 40+ years of combined experience in tax and financial planning.
- Our team includes CPAs with expertise in federal and state tax compliance.
- We provide personalized service tailored to individual and business needs.
- Our professionals hold memberships in leading industry organizations.
- We combine technical excellence with community-focused values.
Associations and certifications
- Certified Public Accountants (CPA)
- Texas Society of CPAs
- American Institute of Certified Public Accountants
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic federal and state tax strategies. We analyze financial situations to identify opportunities for savings, ensure compliance with evolving regulations, and provide guidance on estate, gift, and corporate tax matters. Our team works proactively to align tax-efficient solutions with long-term financial goals.
Financial Reporting
We deliver review and compilation services for private businesses and high-net-worth individuals. Our approach emphasizes accuracy, transparency, and timely reporting to support informed decision-making. By maintaining close client relationships, we ensure financial statements reflect true business performance while meeting regulatory requirements for audits and stakeholder communications.
Business Outsourcing
Our outsourcing solutions cover federal, multi-state, and local tax compliance needs. We handle income tax, sales tax, and property tax filings while identifying cost-saving opportunities. Clients benefit from streamlined processes, reduced administrative burdens, and expert navigation of complex tax codes across jurisdictions to maintain compliance and operational efficiency.
Litigation Support
We provide investigative financial services for legal matters including fraud detection, business disputes, and divorce proceedings. Our team conducts forensic analysis, quantifies damages, and prepares expert testimony to support litigation outcomes. This service combines accounting expertise with legal precision to resolve complex financial conflicts.
State Tax Compliance
We specialize in minimizing state and local tax burdens through nexus studies, compliance audits, and controversy resolution. Our strategies address sales tax, income tax, and property tax challenges across jurisdictions. Clients receive tailored plans to reduce liabilities while ensuring adherence to diverse regulatory frameworks governing multi-state operations.
People
John P. Wade
Managing Partner
John P. Wade & Company & Company founded Wade & Company & Company after 11 years at Arthur Andersen and leadership roles in corporate tax planning. He holds a Jurisprudence Doctorate and CPA certification, serving on multiple boards including the Houston Livestock Show & Rodeo and Celltex Therapeutics Corporation.
Kelli M. Byrd
Partner
Kelli M. Byrd joined Wade & Company & Company in 2003, bringing expertise in estate tax planning and corporate taxation. A CPA with a Master of Taxation degree, she serves high-net-worth clients and contributes to community initiatives like the Houston Livestock Show & Rodeo.
Jennifer Pomeroy
Partner
Jennifer Pomeroy specializes in middle-market business taxation and state tax compliance. With 17 years in public accounting, she provides technical research and strategic tax solutions for diverse industries, leveraging experience from international accounting firms.
Questions
What accounting services do you offer?
We provide tax planning, financial reporting, business outsourcing, litigation support, and multi-state tax compliance services for individuals and businesses.
How are you different from other accounting firms?
Our firm combines decades of experience with personalized service, certified professionals, and deep expertise in complex tax matters and financial planning strategies.
Do you work with out-of-state businesses?
Yes, we handle multi-state tax compliance and planning, helping businesses navigate complex cross-jurisdictional tax requirements efficiently.
What industries do you specialize in?
We serve diverse industries including energy, healthcare, manufacturing, and professional services with tailored tax and financial solutions.
Reviews (1)
Karen McCorkle
Feb 24, 2018
Report
John Wade and Kelli Byrd are my "go to" for my business and personal tax guidance. I highly recommend their firm to take the stress of taxes from your mind!
