Sonia Bachher
Sonia Bachher, MBA, Enrolled Agent, is a key member of GavTax Advisory Services with over 25 years of experience in taxation and accounting. She works with real estate investors, sponsors, high-income professionals, and small business owners to deliver strategic, results-driven tax solutions.
She is known for her expertise in advanced tax planning, including cost segregation, 1031 exchanges, Opportunity Zone investments, Real Estate Professional Status, and short-term rental optimization. Sonia takes a proactive, year-round approach focused on minimizing tax liability and maximizing long-term wealth.
As an Enrolled Agent, she is federally licensed to represent taxpayers before the IRS and is authorized to practice in all 50 states as well as US territories, including Puerto Rico and the US Virgin Islands.
Her approach combines deep technical knowledge with practical execution, ensuring clients remain compliant while operating in the most tax-efficient manner possible.
Jos Worrell
With nearly 20 years in financial services, he serves as a fiduciary to individuals and businesses seeking to build and preserve long-term wealth.
Jos brings an institutional asset-management approach to portfolio construction, grounded in formal investment policy frameworks and disciplined risk management.
Prior to founding Grove, he spent a decade at Charles Schwab as a Wealth Advisor and Branch Manager, overseeing more than $1.5 billion in assets under management.
He has teamed up with GavTax Advisory Services to provide integrated tax and wealth strategies tailored to the complex financial needs of high-net-worth clients.
Active in the Atlanta community, Jos serves as a FINRA arbitrator, volunteers with youth initiatives, and enjoys hiking, college football, and time with family and friends.
About GavTax Advisory Services
GavTax Advisory Services is a Houston-based tax advisory firm helping real estate investors, high-income professionals, and business owners make informed financial decisions through proactive tax planning, accounting support, and strategic guidance.
Led by a CPA and Enrolled Agent, GavTax combines accounting expertise, tax knowledge, and industry experience to help clients navigate complex financial decisions. Our focus goes beyond tax preparation — we work with clients throughout the year to identify opportunities, improve financial organization, and develop strategies aligned with their long-term goals.
We specialize in real estate tax advisory, helping investors, landlords, developers, and property owners with areas such as rental property accounting, depreciation planning, entity structuring, real estate tax strategies, and investment-related tax decisions.
Beyond real estate, GavTax supports entrepreneurs, professionals, and growing businesses with tax planning, bookkeeping, business advisory, and compliance services. Whether you are expanding a real estate portfolio, managing a growing business, or planning for future financial goals, we provide practical guidance designed around your unique situation.
Our Approach
Tax decisions are often connected to larger financial decisions — acquiring property, growing a business, restructuring entities, or planning for future investments.
At GavTax, we take a proactive approach by understanding each client’s financial goals, business structure, and long-term plans before recommending strategies. Our goal is to provide practical tax guidance that helps clients make informed decisions throughout the year.
Who We Serve
At GavTax Advisory Services, we specialize in working with ambitious individuals and businesses who want to maximize tax efficiency, grow wealth, and protect their financial future, including clients looking for a small business EA.
Real Estate Investors & Developers
- Long-term rental landlords
- Short-term rental investors
- Commercial & multifamily investors
- Real estate developers & syndicators
High-Income Earners & Professionals
- W-2 professionals and consultants
- Physicians, dentists, and healthcare providers
- Attorneys and legal professionals
- IT professionals and executives
Entrepreneurs & Business Owners
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Small to medium-sized businesses (SMBs) across industries
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Service-based businesses and entrepreneurs
Why Clients Choose GavTax
- Led by a CPA and Enrolled Agent
- Specialized experience in real estate taxation
- Proactive year-round tax planning approach
- Experience supporting investors, professionals, and business owners
- Personalized strategies based on each client’s financial goals
Team Members
Sohail M, Accountant
Sohail is a seasoned accountant dedicated to assisting individuals and businesses in navigating intricate tax regulations. With an emphasis on precision and tailored service, Sohail ensures that clients maximize their eligible deductions and credits. Whether you are a business owner or an individual taxpayer, he offers expert guidance to optimize your tax strategy and reduce liabilities. Known for his reliability, expertise, and commitment to client satisfaction, Sohail is the trusted professional for all your tax preparation needs.
David Harris, Bookkeeper
David Harris is an experienced bookkeeper with a strong background in managing financial records for small businesses. With over 15 years in the industry, David excels in maintaining accurate financial statements, handling accounts payable and receivable, and preparing comprehensive financial reports. Known for his attention to detail and organizational skills, David ensures that his clients’ books are always in order and compliant with all relevant regulations. His dedication to accuracy and efficiency helps businesses streamline their financial processes and make informed decisions. Reliable and client-focused, David is a trusted partner for all your bookkeeping needs.
Maria Gonzalez, CPA, EA
Maria Gonzalez is a highly experienced CPA and Enrolled Agent (EA) who specializes in real estate tax planning and accounting, as well as comprehensive tax and accounting services for small businesses. With a strong command of complex real estate matters—including rental properties, depreciation, and entity structuring—she brings a detail-oriented, compliance-driven approach to every engagement. Maria has been working closely with GAAP Tax Advisory Services for some time, where she supports clients with accurate reporting, proactive tax strategies, and practical guidance tailored to investors and entrepreneurs alike. Her combined technical expertise and hands-on experience make her a trusted resource for clients seeking clarity and confidence in their tax and accounting needs.