Get to know us

About us

Founded as Greg Porter, CPA, now Porter Advisory, we have proudly served the greater DFW area for over 25 years, delivering expert tax strategies and unparalleled financial guidance to over 600 clients. With a foundation built on deep tax expertise, precision financial planning, and the highest levels of personal and professional service, we have helped businesses and individuals save millions in taxes, optimizing their financial positions for growth and success.

As we continue to expand our market reach and enhance our service offerings, Porter Advisory remains committed to helping our clients fulfill their potential and purpose—providing not just tax solutions, but strategic financial leadership that drives sustainable wealth, business expansion, and long-term prosperity.

550+

25+

Years in Business

Happy Clients

People and culture

Our dedicated team of professionals are here to ensure the highest level of service while delivering expertise that is second to none.

Greg Porter, CPA

Founder /CEO

Patrick Howard

Head of business development

Misty Beltran

office administrator

Chris Chatham

Strategic Tax planning

Noah

tax compliance and filings

Jacob

marketing and accounting

Hannah Beltran

administrative assistant

Philip Matthews

operations