About Us
Top Wealth Group is a Texas-based CPA firm founded in Austin a decade ago. Over the past ten years, we have grown into a trusted financial partner across Austin, Houston, Dallas, and San Antonio—serving over 2,000 businesses and individuals in those markets. Our founders combined deep local knowledge with national accounting and tax expertise to build a firm that clients turn to when they need proactive, clear-headed financial guidance. From business formation and licensing to tax planning, payroll, financial planning, and insurance brokerage (auto, home, commercial), our team takes pride in delivering comprehensive solutions under one roof. Our goal has always been to simplify tax and financial complexity so our clients can focus on growth.
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Through sustained relationships and word-of-mouth referrals, Top Wealth Group has flourished while maintaining the same client-centered values since the beginning. We emphasize proactive communication, transparent billing, and fee fairness—making sure you never feel in the dark about your judgments, responsibilities, or opportunities. Our CPA team members are required not only to hold current credentials (CPA, EA), but to commit to quarterly training on changing tax laws and software advancements. You get the benefit of continuity, integrity, and high-touch service—no faceless offshore processing, no surprise charges.
Our Mission
At Top Wealth Group, our mission is straightforward yet powerful: to empower individuals and business owners in Texas to build, protect, and optimize their financial future. We strive to be more than compliance-focused—we act as strategic partners who bring clarity to your financial decisions. Whether you're launching a new venture, managing complex taxes, or securing insurance through turbulent times, we stand beside you with tailored guidance and polished execution.
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We are driven by three core commitments:
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Expertise & Excellence: Deliver timely, technically sound advice powered by industry-standard tools and current regulations.
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Trust & Transparency: Maintain open communication and clear expectations—our clients always know what we’re doing and why.
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Local Presence, Broad Capabilities: Inspired by real Texan business culture, we combine hometown responsiveness with the capabilities of a larger firm.
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Our ultimate goal is to help you experience financial confidence—knowing your tax strategies, insurance choices, and business structures are handled professionally so you can focus fully on what matters most to you.