Cornerstone Tax & Advisory

Expert tax, bookkeeping & advisory.
Built around you.

Tax, Bookkeeping & Advisory

We provide expert advisory, bookkeeping, and tax service so you know you’re covered and making optimal decisions, with the best outcomes in every way.

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Based in Dallas, serving clients worldwide

We’re all about you.

We care about what you care about.

We intentionally limit the number of clients we take on so you’re always the focus of our business. We take the time to learn everything that matters to you and serve as a true professional extension of your business, your career, and your family.

The VIP treatment isn’t an upgrade here. It’s the standard. Front row, every time.

What we do

Tax, bookkeeping, and advisory — side by side

Three core services working together year-round, so the books stay clear and planning doesn’t wait until tax season.

Tax

Annual returns and forward-looking planning so there are fewer surprises when filing season arrives.

  • Tax preparation & planning
  • Quarterly estimates
  • Multi-state filings

Bookkeeping

Clean, consistent books so you always know where you stand — not just once a year.

  • Monthly bookkeeping
  • Payroll

Advisory

Guidance that looks beyond this year’s return — from how you’re structured to how you plan across a career.

  • Financial planning
  • Career-span planning for athletes and entertainers
  • Entity structuring

Industries We Serve

Athletes and entertainers are our primary focus, along with high-net-worth individuals, new businesses, and real estate. We also bring the same careful work to agriculture, trucking, and healthcare.

Why Cornerstone

A partner who takes the time to understand your work

Cornerstone is a boutique firm with a family feel. We focus on tax, bookkeeping, and advisory for specialized careers, and you’ll work directly with Managing Partner Marlin Allen.

01

Industry-specific

We focus on the tax realities of sports, entertainment, agriculture, and trucking, instead of treating every return the same.

02

Direct with the Managing Partner

You work with Marlin Allen — a consistent point of contact who stays with your books and your questions.

03

Worldwide, remote-first

Based in Dallas and serving clients worldwide, we work with you wherever you are.

04

Year-round support

Tax, bookkeeping, and advisory throughout the year — not just a drop-off at tax season.

Marlin Allen, Managing Partner

Meet the Team

Meet Marlin

Marlin Allen is the Managing Partner of Cornerstone Tax & Advisory. He brings seven years of public accounting experience and a client-first approach to the industries we serve.

Meet the team

How it works

A simple path to get started

Three steps from a first conversation to a steady, year-round rhythm.

01

Book a conversation

Schedule a free consultation and tell us about your work, your income, and what you need help with.

02

Get a clear plan

We’ll review your situation and outline how we can help with tax, bookkeeping, advisory, and the year ahead.

03

Stay on track

From monthly bookkeeping to tax season and longer-term planning, we keep the details organized so you can focus on your career.

Strategic partner

Rockwall Partners

Rockwall Partners works with Cornerstone clients to increase sales and improve the sales process in your business.

Learn more and request a consultation

Get in touch

Book a consultation

Tell us a little about your work and we’ll follow up to schedule a time to talk. Based in Dallas, serving clients worldwide.

The intake form is a preview and is not yet connected to a backend. After you submit, you can schedule a time on the calendar once Microsoft Bookings is connected. Until then, please reach us at [Email].

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