KBF Advisory opens Dallas office to expand Texas reach

KBF Advisory opened a new office in Grapevine, Texas, to give Dallas-Fort Worth businesses local access to tax, assurance and advisory services. The move is KBF’s third new market expansion in 2026 and adds another foothold as the firm grows its Texas presence.

Why it matters: - The Dallas-Fort Worth opening gives KBF Advisory a local base in one of the country’s fastest-growing business hubs. - Businesses in the region can now access tax, assurance and advisory services without relying on a distant office. - The move strengthens KBF Advisory’s Texas footprint as the firm adds new markets in 2026.

What happened: - KBF Advisory announced the opening of a new Dallas office on Sept. 2, 2026. - The office is located at 1785 State Highway 26, Suite 200, Grapevine, Texas. - The location expands KBF Advisory’s presence in Texas and serves businesses and organizations across the Dallas-Fort Worth market. - Eric Wilhelm, Controller, and Scott Montopoli, Senior Director, lead the office. - Wilhelm serves as the local contact for KBF’s managed accounting services team. - Montopoli brings more than 25 years of experience in corporate and international taxation, including cross-border tax work for multinational businesses.

The details: - The Dallas office provides local access to KBF Advisory’s full line of services. - The local team connects clients with specialists across the firm when they need additional tax, assurance, transaction or advisory support. - KBF Advisory plans to add team members in the region as the office grows. - The firm serves thousands of public, private equity-owned and venture-backed companies, along with select privately held businesses. - KBF Advisory is recognized for Accounting for Income Tax (ASC 740) and GAAP advisory services. - The company’s services are built around diverse client service teams and long-term client relationships.

Between the lines: - The Dallas move shows KBF Advisory is pairing geographic expansion with a relationship-driven model rather than building a standalone office with limited scope. - Local leadership plus access to firmwide specialists suggests KBF Advisory is aiming to compete on both proximity and depth of expertise. - Dallas is the third new market KBF Advisory has entered in 2026, signaling an active growth push. - Additional locations are also planned, indicating the expansion is not a one-off move.

What's next: - KBF Advisory expects to add staff in the Dallas region as client demand grows. - The firm will continue using the Dallas office as a local entry point for businesses needing tax, assurance, transaction and advisory help. - Companies interested in the office can contact Eric Wilhelm at ewilhelm@kbfadvisory.com or Scott Montopoli at smontopoli@kbfadvisory.com. - More information is available on KBF Advisory’s website.