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Serving Texas Business Owners

Keep more of what you earn.

Proactive tax strategy, clean books, and CFO-level guidance for growing businesses doing $1M–$20M — all under one roof, all year round.

★★★★★

5.0 · 43 Google reviews

IRS Enrolled Agents · 18+ years

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One team — Tax · Books · CFO · Legacy

SOUND FAMILIAR?

Most owners are flying blind on their numbers.

You're great at running your business — but the financial side keeps creeping up on you.

Surprise tax bills

Every April brings a number you weren't ready for, because no one was planning ahead for you.

Messy, behind books

You can't make confident decisions when your books are months behind and you're not sure they're right.

An accountant who vanishes

You only hear from them at tax time, never with proactive strategy when it counts.

There's a better way to run your finances.

Powell United brings proactive tax strategy, clean bookkeeping, and CFO-level guidance into one coordinated team — so your business and personal finances finally move in the same direction.

Our Ideal Clients

Service Based S-Corps Doing $1M–$20M in Revenue

The Challenges We Solve
Our Strategic Outcomes

Unpredictable tax bills, messy financial records, and the absence of a proactive strategy to protect your capital. We provide the clarity and structure you need to navigate complex financial landscapes with confidence.

Accurate year-round tax planning, clean and current books, and a dedicated advisory partnership. We ensure your business grows without the burden of financial surprises or the stress of transactional accounting.

Proactive tax savings

Clean monthly books

CFO-level guidance

One coordinated team

Pricing & Plans

Three Service Levels, Custom-Built for Your Business

Foundation

For established S-Corps ($1–3M revenue) needing strong fundamentals.

Monthly bookkeeping & reconciliations

Business tax preparation & filing

Quarterly tax estimates

ADP payroll setup & support

Basic monthly financial reports

Email support (24–48 hr)

Pricing customized to your business

Growth

For scaling S-Corps ($2–7M) wanting proactive strategy.

Everything in Foundation, plus:

Advanced S-Corp tax strategy

Monthly controller-level review

Cash flow monitoring

KPI dashboard & Monitoring

Pricing customized to your business

Stewardship CFO

For owners ($4–20M) wanting a true outsourced CFO.

Everything in Growth, plus:

Dedicated Virtual CFO

Strategic planning & analysis

Detailed budgeting & monitoring

Owner compensation planning

Pricing customized to your business

Our Advisory Journey

Discovery Call

We begin with a strategic conversation to understand your business goals and financial landscape.

Tailored Plan

We develop a customized strategy designed to protect your assets and maximize your bottom line.

Ongoing Partnership

We provide continuous support and proactive guidance to ensure your business remains on a solid path.

Meet the Team

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Matthew Powell

Owner and CEO

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Dani Powell

CFO

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Samson Misoles

Executive Assistant

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Arun Kannan

CPA

Legacy Stewards

One coordinated team for your business, taxes, wealth, and legacy. We provide comprehensive insurance and estate planning to protect your family's future and your business's long-term success.

★★★★★

"Matthew was professional and very pleasant to work with. He was so patient when answering our questions and made sure that we thoroughly understood everything on our end. We are grateful to have him to take care of all our financial needs!"

Cheri L.

What Texas Business Owners Say

5.0 ★★★★★ · 43 reviews on Google

★★★★★

"Working with Matthew has been a huge help for us. He put together a clear and effective game plan to help us save on taxes and stay organized. We meet with him monthly and he's always punctual, prepared, and easy to work with."

Carlos P.

★★★★★

"Dani and Matthew are an absolute powerhouse of organization and knowledge. They have helped me optimize my business operations in ways I never could have accomplished on my own."

Hayley G.

Frequently Asked Questions

Frequently Asked Questions

Secure Your Future with Expert Strategy

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