Business Details
42 Years
experience
Your Trusted Accounting Partner in Dallas
Founded in 1984, McBee & Co. has built a legacy of delivering high-quality accounting, auditing, and tax services tailored to the unique needs of our clients. Our team of certified professionals brings decades of combined experience in public accounting, working with businesses ranging from small local enterprises to SEC-registered corporations. We maintain rigorous adherence to professional standards through memberships in organizations like the AICPA, TSCPA, and EBPAQC, while operating under PCAOB oversight for audit quality. Our approach combines deep industry knowledge with personalized service, focusing on understanding each client's financial history, current position, and future goals. We specialize in audit assurance, tax planning, and problem resolution, emphasizing proactive strategies to minimize liabilities while ensuring compliance.With a commitment to continuous education and technological advancement, we provide timely, accurate financial reporting and customized solutions. Our Dallas-based team prioritizes transparency, ethical practices, and long-term client relationships, aiming to be a trusted partner in financial success. Through expert IRS representation and specialized consulting services, we help clients navigate complex tax challenges and operational inefficiencies. Our dedication to quality is reflected in our internal review processes and consistent delivery of reliable financial assessments. Whether assisting with annual filings or developing comprehensive tax strategies, we focus on creating value through precision and integrity in every engagement.
Services
Audit Services
Tax Preparation
Tax Problem Resolution
Consulting Services
Federal Tax Filings
Details
- Year established: 1984
Highlights and features
- We offer 40+ years of combined experience in public accounting and tax resolution
- Our team includes CPA and CIA certified professionals with industry-specific expertise
- We provide direct IRS representation for tax problem resolution
- Our services are tailored to North Texas businesses from startups to SEC-registered companies
- We maintain PCAOB registration and EBPAQC membership for audit quality assurance
Associations and certifications
- AICPA
- TSCPA
- EBPAQC
- PCAOB
What people say
Expert tax problem resolution
Personalized service approach
Deep accounting expertise
Timely and accurate filings
Professional IRS representation
Services
Audit Services
Our audit services provide the highest level of assurance through comprehensive examination of financial records. We conduct detailed assessments following GAAP and GAAS standards while maintaining PCAOB compliance. Our team delivers independent evaluations that meet SEC requirements and satisfy stakeholders including investors, banks, and regulatory bodies.
Tax Problem Resolution
We specialize in resolving complex tax issues through professional IRS negotiation. Our services include penalty abatement, lien/levy release, audit reconsideration, and delinquent return preparation. We develop customized resolution strategies while minimizing financial exposure and compliance risks for individuals and businesses.
Tax Preparation
Our tax preparation services cover individual, corporate, and non-profit returns with complete compliance assurance. We maximize deductions while maintaining adherence to current tax codes. We handle all organizational structures including sole proprietorships, partnerships, S-corps, and C-corps with accurate quarterly payment planning.
Consulting Services
We provide strategic consulting to improve business efficiency and profitability. Our services include operational control assessments, system evaluations, and customized financial planning. We help clients implement effective processes for long-term financial health and regulatory compliance.
Federal Tax Filings
We manage complete federal tax filing processes for businesses and individuals. Our services ensure accurate documentation, optimal deductions, and timely submission. We handle complex filings including asset transfers, stock sales, and multi-jurisdictional requirements with expert compliance guidance.
People
Clayton A. McBee
Managing Principal
Clayton McBee leads auditing and tax departments with 15+ years in public accounting. A Texas Tech graduate and former Deloitte professional, he specializes in SEC filings and tax strategy for diverse clients.
Jacquelyne Shelton
Audit Manager
Jacquelyne manages audit engagements with expertise in financial statement analysis. She ensures compliance with GAAP standards while delivering actionable insights for business improvement through detailed financial assessments.
Sophie Holman
Audit Manager
Sophie oversees audit processes with focus on accuracy and regulatory compliance. She works closely with clients to understand industry-specific challenges and deliver tailored audit solutions that enhance financial transparency.
Luke Spadachene
Tax Professional
Luke specializes in tax resolution and compliance. He assists clients with IRS negotiations, penalty abatement, and strategic tax planning while maintaining up-to-date knowledge of evolving tax regulations.
Jennifer Wheeler Hall
Office Manager
Jennifer coordinates administrative operations ensuring smooth client interactions. She manages office systems and client communications while maintaining the firm's commitment to exceptional service delivery.
Questions
What accounting services does McBee & Co. offer?
We provide audit, review, and compilation services with varying levels of assurance to meet regulatory and business requirements.
How does McBee & Co. handle tax problem resolution?
Our team negotiates with the IRS to resolve delinquent taxes, liens, levies, and penalties through customized settlement strategies.
What tax preparation services are available?
We offer comprehensive tax planning and preparation for individuals, businesses, and non-profits with proactive compliance strategies.
How does McBee & Co. ensure audit quality?
As PCAOB-registered auditors, we follow strict quality control procedures and maintain EBPAQC membership for employee benefit plan audits.
What areas does McBee & Co. serve?
We primarily serve Dallas-Fort Worth Metroplex businesses with clients across North Texas and nationwide SEC-registered companies.
