KBF Advisory Dallas
KBF Advisory
1785 State Highway 26
Suite 200
Grapevine, TX 76051
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Tax, Assurance, and Advisory Services in Dallas
Dallas has become one of the most important business cities in the United States. The Dallas–Fort Worth Metroplex is home to more Fortune 500 headquarters than any metro area outside New York, and it continues to attract corporate relocations, private equity activity, and high-growth companies across energy, real estate, financial services, and beyond.
KBF Advisory serves Dallas-area businesses that face complex tax and financial reporting demands, whether they're navigating an M&A transaction, managing a multi-entity corporate structure, or building the accounting infrastructure to support rapid growth. Our Dallas team combines deep technical expertise with direct access to KBF's national resources, giving local clients the capabilities of a major firm without the impersonal service that often comes with it.
Texas presents a distinct tax environment. While the state has no corporate income tax, companies operating in Texas face the franchise tax, also known as the Texas margin tax, along with sales and use tax obligations that can be surprisingly broad. Our professionals understand the Texas landscape and help clients manage it strategically.
Who We Serve in Dallas
KBF Advisory serves publicly traded companies, private equity-backed businesses, closely held companies, and high-net-worth individuals and families across the Dallas–Fort Worth region. We work with clients in energy, real estate, financial services, healthcare, manufacturing, and technology — sectors that define the DFW economy and each carry their own distinct tax and reporting complexity.
Our transaction advisory team is active in Dallas's robust M&A and private equity market, providing due diligence, deal structuring support, and post-close accounting services. For companies with cross-border operations, our international tax team brings the expertise to manage global compliance and transfer pricing obligations from a Dallas relationship.
Our Services
Our Dallas Team
Popular Services in Dallas
- Tax & Accounting Due Diligence -Dallas is one of the most active private equity and M&A markets in the country, and transaction-related tax risk can make or break a deal. KBF Advisory's transaction team provides buy-side and sell-side due diligence that goes beyond the surface — examining historical tax positions, identifying contingent liabilities, and structuring findings in a way that informs deal terms and post-close integration. We move at the pace of transactions and bring the technical depth that sophisticated buyers and sellers expect.
- Real Estate Taxes - The Dallas–Fort Worth real estate market is one of the most active in the nation, and the tax considerations surrounding real estate investment, development, and disposition are substantial. KBF works with developers, operators, and investors on cost segregation, opportunity zone strategies, like-kind exchange planning, and the ongoing tax compliance demands of complex real estate portfolios. Whether you're a private investor or an institutional operator, we bring the specialized expertise that generalist firms can't match.
- State and Local Tax (SALT) - Texas may not have a corporate income tax, but its state and local tax environment is far from simple. The Texas franchise tax applies to most businesses with nexus in the state, and its margin-based calculation creates planning opportunities that many companies leave on the table. Combined with a dynamic sales and use tax landscape — particularly relevant for energy, manufacturing, and technology companies — SALT planning in Texas requires advisors who know the rules and how to work within them. KBF's SALT team helps Dallas companies reduce liability and stay compliant.
- Accounting for Income Taxes (ASC 740) - For publicly traded companies and those preparing for a liquidity event, accurate income tax accounting under ASC 740 is a critical component of financial reporting. KBF is a nationally recognized leader in tax provision work, and our Dallas professionals support complex multi-entity structures, deferred tax accounting, and the uncertain tax position analysis that sophisticated companies require. We serve as both preparer and technical resource for companies that need ASC 740 done right the first time.
Choose KBF for Your Tax, Assurance, and Advisory Needs
KBF Advisory is built for the kind of businesses that define Dallas. Companies with real complexity, real stakes, and no tolerance for advisors who treat them like a commodity account. We specialize in tax, assurance, and advisory work for publicly traded companies, private equity-backed businesses, and ambitious private firms that have outgrown what their previous firm could offer.
What makes KBF different is who does the work. Senior professionals lead every engagement. The advisors you meet are the advisors you keep. That means faster answers, deeper institutional knowledge, and a relationship that compounds in value over time.
With offices across the country and internationally, KBF provides the national reach that Dallas clients increasingly need, backed by the local presence and market knowledge that makes us genuinely useful in this market. If you're looking for a firm that can match the ambition of your business, we'd like to talk.