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.
★★★★★
IRS Enrolled Agents · 18+ years
One team — Tax · Books · CFO.
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 practical financial guidance into one coordinated team — so your numbers finally work for you, not against you.
Our Ideal Clients
We work best with single or spouse owned healthcare and care-service businesses doing $1M - $20M in revenue
Physicians & medical practices — primary care, specialists, surgical groups, and urgent care.
Dental, optometry & chiropractic — dental, orthodontics, optometry, vision care, chiropractic, and sports medicine.
Therapy & wellness — behavioral health, physical and occupational therapy, massage therapy, and wellness practices.
Home & elderly care — home health, in-home care, assisted living, and elderly-care businesses.
Three Service Levels, Custom-Built for Your Business
Pricing & Plans
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.
Matthew Powell
CEO
Dani Powell
CFO
Meet the Team
★★★★★
"I got into this to help kids, not to become a finance person. Matthew keeps my books clean, tells me ahead of time what my taxes are going to look like, and explains the plan in a way I actually understand. Having one person who sees the practice and my family's future together — instead of three people who each see one piece — has taken an enormous weight off me."
STEPHANIE PILSNER, NEW HEIGHTS PEDIATRIC THERAPIES
What Texas Business Owners Say
5.0 ★★★★★ · 43 reviews on Google
★★★★★
“I was blind, but now I see. I’m an emergency physician and I have thrown away a tantamount of money needlessly because I was unaware and never told by any previous supposedly top-tier accountants or firms about significant ways to manage my business. I also explored financial strategies with AI. After only one consultation with Matthew my financial situation completely transformed in a very good way. No other accountant has ever helped me like him. I think it’s probably because all of my previous accountants were focused with client volume as opposed to going all in for each client. That’s not to say that you won’t have to put in some effort. But if you’re able to work in a team, Matthew will be your heavy hitter and you will win big. Consult with him just once, and you may also see again."
HAROLD SERRANO, MD, DIPLOMATE OF THE AMERICAN BOARD OF EMERGENCY MEDICINE
★★★★★
"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 Grace, Grace COLLECTIVE Designs