CPA · Certified Tax Coach · Fort Worth

Pay Less Tax.
Keep More Wealth.

Private, year-round strategy for high-net-worth individuals and successful businesses — not April-only prep.

Randy McCall, CPA, CTC · Middleton, Bird & McCall

CPA
Texas Licensed
CTC
Certified Tax Coach
HNW
Private Advisory
O&G
Energy Specialty

Private Onboarding · Confidential

Second Look Tax Review

Send your last two years of returns. We deliver a private analysis of legal ways you may further reduce tax burden — the discreet on-ramp for high-net-worth clients and owners considering a principal-led relationship.

  • Private, confidential review by a CPA & Certified Tax Coach
  • Two-year return analysis focused on legal planning opportunities
  • Natural onboarding path for prospective clients who want principal access

Opportunities discussion based on the returns you share — not a guaranteed savings percentage.

Who it serves

For principals who sense leakage

  • HNW individuals & families with complex income
  • Successful SMB owners & multi-entity structures
  • Physicians, athletes, executives
  • Oil & gas principals and operators
Or book a full consultation
Credentials & networks · Certified Public Accountant · Certified Tax Coach (AICTP) · CFO Resources Group · ProVisors

Services

Strategy First. Filing Follows.

Private tax planning, precision preparation, books, advisory, and oil & gas specialty — for clients who have outgrown reactive preparers.

Tax Planning

Private Tax Strategy

Year-round planning for complex income — entity, timing, credits, and wealth alignment before year-end closes the window.

  • ✓ Bespoke reduction strategy
  • ✓ Mid-year projections
  • ✓ Legal credits & deductions mapped
  • ✓ Aligned to wealth goals
Discuss this service

Tax Preparation

Precision Returns

Filings that execute the plan you ran all year — individuals, owners, and multi-entity returns with quiet rigor.

  • ✓ Individual & business returns
  • ✓ Strategy reflected in filing
  • ✓ Disciplined documentation
  • ✓ Principal-led review
Discuss this service

Accounting

Decision-Ready Books

Clean reporting that feeds tax strategy and capital decisions — clarity for owners who manage real complexity.

  • ✓ Ongoing bookkeeping support
  • ✓ Executive-ready reporting
  • ✓ Tax-ready year-end packages
  • ✓ Modern tools, personal service
Discuss this service

Advisory

Executive Advising

CFO-minded counsel for principals — cash, growth, and decisions that compound across the enterprise.

  • ✓ Owner-level strategy sessions
  • ✓ Performance & cash clarity
  • ✓ Cross-discipline referrals (ProVisors)
  • ✓ Practical next steps
Discuss this service

Structure

Entity & Formation

Structure chosen with tax and liability in mind from day one — before the first filing locks the wrong path.

  • ✓ Entity selection guidance
  • ✓ New venture tax setup
  • ✓ Compensation & distribution framing
  • ✓ Compliance calendar foundation
Discuss this service

Oil & Gas

Energy Sector Specialty

Drilling, exploration, and pipeline work from a former O&G CFO — industry language, industry deductions.

  • ✓ Operators & energy start-ups
  • ✓ Energy-specific tax strategy
  • ✓ Field-fit accounting
  • ✓ Performance consulting
Discuss this service

What Is a Tax Coach?

Proactive Beats Reactive — Especially at Scale

Tax Coaches are educated by the AICTP in advanced strategies that happen before year-end. Accurate filing alone can still leave money on the table if nobody planned mid-year.

If you are a high-net-worth individual or business owner with roughly $250,000 or more in complex income, you should be working with a Certified Tax Coach — not settling for after-the-fact preparation.

Request a Consultation

The code rewards preparation

Without someone whose job is to know it deeply, credits and deductions get missed — especially across entities and investments.

CTC training surfaces what others miss

Specialized planning education helps raise legal, ethical opportunities the average seasonal desk may never discuss.

A personalized reduction strategy

We explain what to do and why — in language you understand — so you can act while the year is still open.

Wealth preservation is the point

Tax advisory here is not only about April. It is about durable personal and business wealth.

How We Work

Four Steps to a Private Partnership

Discreet, principal-led, and built for clients who want clarity — not jargon.

  1. 01

    Private Consultation

    We learn your income picture, entities, and goals — and confirm we are the right fit for discreet, proactive work.

  2. 02

    Financial Review

    Past returns, books, and structure receive a clear-eyed review so opportunities and exposure surface early.

  3. 03

    Custom Strategy

    A tailored plan for reduced tax burden, clearer decisions, and moves you can implement while the year is open.

  4. 04

    Ongoing Partnership

    We implement and stay with you year-round — principal access, not a seasonal filing desk.

Oil & Gas Specialty

Energy Accounting From a Former O&G CFO

Price swings, production pressure, and a moving regulatory target leave little room for guesswork. Our Fort Worth team treats drilling, exploration, and pipeline work as a specialty — pairing CTC planning with practitioner experience inside the industry.

  • Accounting for operators & start-ups
  • Tax strategy for energy businesses
  • Consulting to improve performance

About Your Principal

Randy McCall, CPA, CTC Founding Partner — Principal Access, Not a Call Center.

Randy McCall, CPA, Certified Tax Coach — Founding Partner
CPA · CTC
Founding Partner · Fort Worth

Randy specializes in advanced income tax strategy for high-net-worth individuals and successful businesses — going well beyond conventional preparation. Tax advisory here is about preserving and building wealth. He brings Big-Four lineage (Coopers & Lybrand / PwC), oil & gas CFO experience (Wheeler Oil, Broad Oak Energy), and AICTP Certified Tax Coach training to every engagement.

  • BBA Accounting — Abilene Christian University
    Foundation in rigorous accounting before decades of executive practice.
  • CFO Resources Group & ProVisors
    Senior financial executive network plus cross-disciplinary referrals when your problem is bigger than tax.
  • Partners you can trust
    Firm partners Kim Middleton, CPA, CTC and Anthony Bird, CPA — Randy-forward relationship for this practice.

FAQ

Straight Answers Before You Call

What is a Certified Tax Coach — and how is it different from regular tax prep? +

Certified Tax Coaches are educated by the American Institute of Certified Tax Planners (AICTP) in advanced, proactive tax planning. Traditional preparers often focus on putting the right numbers in the right boxes after the year ends. A CTC helps you identify legal credits, deductions, and planning moves while you can still act — then files from that strategy.

Who is this practice built for? +

High-net-worth individuals, successful small and medium business owners, physicians, professional athletes, executives, and oil & gas principals — typically those with complex income around $250,000+ who want private, year-round strategy rather than seasonal filing alone.

What is the Second Look Tax Review? +

A confidential onboarding review for prospective clients. We accept your last two years of tax returns and provide analysis on how you may further reduce tax burden — opportunities discussion, not a guaranteed savings percentage. Call or request a Second Look to begin.

Do you specialize in oil and gas? +

Yes. Randy McCall combines CPA and CTC credentials with 25+ years of hands-on energy-sector finance experience, including time as an oil & gas CFO and executive. We support drilling, exploration, and pipeline companies — including new entrants — with accounting, tax strategy, and consulting.

Is this Middleton, Bird & McCall or Randy McCall CPA? +

Randy merged his practice into Middleton, Bird & McCall (MBM CPAs). This site is the Randy-forward Fort Worth pitch under the merged firm brand. Partners include Kim Middleton, CPA, CTC and Anthony Bird, CPA — with Randy as your principal contact for this relationship.

Where is your office and how do I get started? +

We are at 2501 Parkview Drive, Ste 302, Fort Worth, TX 76102. Call (214) 600-7495 or use the consultation form below. Email randy@randymccallcpa.com. Existing firm portal access, if you already have it through MBM, is for current clients — prospects should call or book.

Can you guarantee how much I will save? +

No ethical firm can promise a fixed savings percentage before reviewing your facts. What we do is build a personalized, legal tax reduction strategy from your situation — credits, deductions, entity, and timing — and explain the moves in plain language so you can decide with confidence.

Private Consultation

Ready for a Personalized Tax Reduction Strategy?

Call now, request a Second Look, or send a message. We will review fit, surface opportunities, and show you what year-round coaching looks like for your numbers.

Middleton, Bird and McCall
2501 Parkview Drive, Ste 302
Fort Worth, Texas 76102

Book a consultation

No fake calendar — choose the path that fits. We respond personally.

Call (214) 600-7495 Email — Second Look Intent Email — General Consultation

Fastest path for most clients: call. No DIY tax portal. No SSN collection on this page.