About
Our goal is to be your trusted tax advisor by providing great personal service and detail-oriented work - done on time. Our mission is to provide accurate tax services and practical tax advice to high-net-worth individuals and small businesses.
Integrity
We honor our word, adhere to ethical tax practices, and have an ongoing commitment to doing what’s right.
Service
At the heart of our business is our commitment to serve our clients. We put forth our professional best – providing the highest quality of service possible while also being responsive. We strive to ensure our work product is 100 percent accurate, while constantly seeking ways to improve our clients’ experience with us.
Development
We believe it is our responsibility as professionals to foster an environment of continuous learning, continually improving processes to greater serve client needs and leveraging technology for efficiency and accuracy.
Profitability
In order to provide sustainable, long-term service to clients, the firm must be committed to the financial success of the entity and its people.
Services
Preparation of IRS Tax Forms 1040, 1041, 1065, 1120, 1120S, 990, 709, 706
Tax-related Forms 940, 941, TWC reports, W-2 and W-3
Bookkeeping services
Tax planning
Tax controversy work
90%
90% of new clients come from referrals from current Aycock & Company (AYC) referral sources.
We share support with AYC, as two of the owners at AYC have an ownership in AD Tax Advisors. Therefore, you’ll see some similarities in the VIMVA to help support ease of transition.

Our goal is to be your trusted tax advisor by providing great personal service and detail-oriented work - done on time.
Leadership
Kirk Dalheim
Managing Partner
Kirk Dalheim is the managing partner at AD Tax Advisors, PLLC. Kirk has over 10 years of experience in providing tax compliance, advisory and consulting services to high-net worth individuals and small/medium sized businesses. Kirk graduated from Texas A&M University at Corpus Christi where he earned a Bachelor’s of Business Administration degree in Accounting and then attended the University of Houston where he earned his MBA. A native Houstonian and former collegiate track athlete, Kirk enjoys competing in local Houston fun runs and is a long-time participant in the Big Brother Big Sister’s Organization. Kirk and his fiancé, Jenna, live in the Heights area of Houston.

"Kirk is great, blah bah blah Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat."
— Someone who has worked with Kirk, Executive Officer
Investors
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Contact

1885 St. James Place, Suite 1050Houston, TX 77056Phone (713) 646-5545
Business Hours
Sunday: Closed
Monday: 8:30AM – 5:30PM
Tuesday: 8:30AM – 5:30PM
Wednesday: 8:30AM – 5:30PM
Thursday: 8:30AM – 5:30PM
Friday: 8:30AM – 12:00PM
Saturday: Closed
Contact us for support or general inquiries.
Our office will be happy to assist you with any questions or concerns.