Experience, Integrity, Relationships.
You can count on.
Decades of experience across our disciplines. A team we can trust with our own families. A culture built on respect, collaboration, and unwavering integrity.
We chose our people carefully- not just for what they know, but for who they are.
Welcome to a different kind of advisory experience.
Decades of Experience
Trusted by Design
Chosen with Intention
Deep expertise across tax, trust, business, accounting and legal disciplines.
A Family Atmosphere
We work like a family- collaborative, down to earth, and personally invested.
Our clients rely on us because we lead with integrity and protect what matters most.
We've built a team of exceptional professionals who align with our values- and our clients'.
"When we started Taurus, we weren't trying to build the biggest firm. We were trying to build a firm with the resources we'd want."
Leadership Team
Juan Ramirez
Managing Partner
Juan serves as Managing Partner of Taurus Tax Group, bringing more than 30 years of luxury management experience and a business background spanning mortgage, lending, construction, and oil and gas to help both new and established business owners navigate growth, operations, and long-term financial decision-making with clarity and confidence.
Charles Kevin MacKenzie
President and Founder
Kevin founded Taurus Tax Group with a focus on building a highly coordinated advisory practice centered on long-term relationships, strategic guidance, and thoughtful client stewardship, while overseeing the firm’s strategic direction and working closely with clients on complex tax, trust, and business matters requiring integrated long-term planning.
Jessica Keane
Director of Client Relations
Jessica Keane helps guide the client experience and operational coordination of Taurus Tax Group, bringing decades of experience in relationship management, organization, and luxury client service to ensure clients feel supported, informed, and thoughtfully cared for throughout every stage of the advisory process.
Our Advisors
Carlo Ramirez, MBA
Accounting
Carlo combines the discipline of a U.S. Marine, and the analytical precision of a forensic accountant with extensive experience in banking and financial operations, bringing clients a highly detailed and solutions-oriented approach to financial strategy, tax, and risk management.
Fabian Moro, CPA
Accounting
Fabian E. Moro, CPA, brings more than 30 years of experience across both U.S. and international accounting practices, offering bilingual advisory support and a strong background in petroleum accounting, financial operations, and cross-border business matters.
Patrick Berry, CPA
Accounting
Patrick utilizes more than five decades of public accounting experience with deep roots in the oil and gas industry, helping clients navigate complex operational, tax, and financial matters with seasoned perspective and industry-specific insight.
Vance Wade, CPA
Accounting
Vance brings extensive experience in corporate accounting, regulatory compliance, advanced tax planning, and strategic financial operations, helping clients navigate complex tax and business matters with a highly analytical and solutions-oriented approach.
Bruce Alford
Legal Counsel,
The Alford Law firm
With nearly four decades of legal experience, Bruce Alford advises business owners and families on the legal structures that support long-term growth, protection, and succession. As legal counsel to Taurus Tax Group, he provides guidance in business law, estate planning, asset protection, and wealth preservation strategies.
Ben Watson
Financial Advisor,
Prudential Advisors
Greater Texas Financial Group
Ben Watson brings a relationship-driven approach to financial planning, combining experience in client relations, marketing, and advisory services. As a Financial Adviser with Prudential Advisors and Greater Texas Financial Group, he helps clients build customized strategies focused on growing and protecting long-term wealth.
Krista Grant
Bookkeeping Services
Krista brings two decades of experience in organizational and operational management, with a talent for creating structure, clarity, and efficiency in both business and personal financial environments. As a QuickBooks specialist, she helps clients maintain accurate records, organized workflows, and the financial visibility needed to support confident decision-making.
CJ Keane
Information Technology
CJ manages technology, communications, and internal systems support for Taurus Tax Group, helping maintain the operational infrastructure behind the firm’s day-to-day workflow. With a strong technical aptitude and hands-on approach, he supports both office operations and the evolving technology needs of the team and its clients.
Kari Meyer
Trust Specialist
Kari Meyer specializes in trust coordination and client education, helping families and business owners better understand sophisticated trust and estate structures. Her relationship-focused approach and organizational expertise support clear communication throughout complex planning and administrative processes.
Coming Soon
Mortgage Specialist
Having a trusted mortgage specialist helps clients navigate major financing decisions while aligning lending strategies with broader financial and tax planning. Coordinated communication between professionals can improve preparedness, reduce delays, and support stronger long-term financial outcomes.