Business Details
40 Years
experience
Your Trusted Dallas CPA for Tax & Accounting Services
Holly C Roundtree CPA has been serving individuals and small businesses in the Dallas area since 1986. Our certified public accountants combine decades of experience with personalized service to address complex tax, accounting, and financial planning needs. We specialize in tax preparation, estate planning, investment reviews, and business accounting solutions while maintaining strict compliance with evolving regulations.Our team prioritizes client education and strategic decision-making to maximize tax savings and long-term financial growth. Located in North Dallas, we offer free initial consultations and maintain a commitment to transparency, ethical practices, and community engagement through mentorship programs.
Services
Tax Preparation
Financial Planning
Accounting Services
Bookkeeping & Payroll
Estate Planning
Investment Review
Details
- Year established: 1986
Highlights and features
- We offer 35+ years of CPA experience in Dallas since 1986
- Our team provides personalized tax and accounting strategies
- Certified public accountants ensure regulatory compliance
- Free initial consultation for new clients
- Specialized in small business and individual financial planning
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Quality work
On-time delivery
Straight-shooting CPA
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We monitor changing tax laws to implement current savings strategies while acting as your advocate in all tax matters. This service includes federal, state, and local tax compliance for optimal financial outcomes.
Financial Planning
We develop customized financial plans addressing retirement goals, college savings, and investment strategies. Our CPAs analyze your current financial status to create actionable roadmaps for long-term wealth accumulation while optimizing tax efficiency across all planning components.
Estate Planning
Our estate planning service minimizes tax liabilities through strategic asset distribution frameworks. We help clients implement wills, trusts, and gifting strategies to preserve wealth for heirs while navigating complex estate tax regulations that currently reach 55% top rates.
Bookkeeping & Payroll
We manage cash flow systems, accounts payable/receivable, and payroll processing for businesses. Our service includes customized financial reporting, invoice management, and tax compliance to maintain healthy business operations while reducing administrative burdens for business owners.
Investment Review
Our investment review service evaluates existing portfolios for tax efficiency and growth potential. We collaborate with clients and their financial advisors to optimize investment structures, balancing risk management with after-tax returns through comprehensive performance assessments.
People
Holly C Roundtree
Founder & Lead CPA
Holly C Roundtree established her CPA firm in 1986 after graduating from Texas Tech University. With over 35 years of experience, she specializes in tax strategy and financial planning while mentoring high school students through Dallas leadership programs.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, and cash flow management tailored to small business needs.
Do you offer free initial consultations?
Yes, we provide complimentary initial consultations for all new clients seeking tax or accounting services.
How do you handle complex tax situations?
Our CPAs specialize in navigating complex tax scenarios with strategic planning and compliance expertise.
What areas do you serve?
We primarily serve Dallas, North Dallas, and surrounding Texas communities from our Galleria office.
Can you help with retirement planning?
Yes, we offer comprehensive retirement planning services including IRA optimization and tax-efficient strategies.
Reviews (6)
Stuart Hayashi
Dec 26, 2018
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I have used Holly and her firm for over 20 years and can recommend the firm with confidence to anyone that is looking for a straight-shooting CPA that does quality work on-time. I have never had an issue getting in contact with Holly or anyone on the staff. Even during the weeks leading up to deadlines. They are proactive and I have never had any issues with the IRS with questions or audits.
Hunter R.
Feb 09, 2017
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I've worked with Holly for a few years now and have found her to be straightforward and honest. The other accountants at her firm that I've dealt with were smart and friendly as well. I will continue doing business with Holly and I have no problem recommending her to any of my friends who need a great accountant. Thank you!
Jodie M.
Apr 20, 2016
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This organization agrees to take on work, asks for tons of documentation and information so they can then charge for 'work already done' but then they didn't actually do the thing I hired them to do, which was file my business (S-corp) taxes as well as my personal tax returns. It was evidently too challenging for them? It seemed like they should have been able to either say upfront No we cannot help, or Yes we will file your returns in this timeframe for x amount of investment. I feel scammed and absolutely want to warn others away. So - do not work with this charade of an accounting firm.
Cosmo Apollo
Oct 03, 2015
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After $935.00 charge, firm pulled the rug and chose not to file tax when pointing out that their required forms were too vague leading to them to ask a lot of questions when they were provided with all the answers that demonstrated they don't do their homework when this is their area of expertise. After all the questions which they should have already obtained, I was willing to still give them a chance but guess they are under no obligation to provide customer service since they can find other suckers. PLEASE DO NOT GO WITH WITH THIS FIRM FOR THE ON-LINE REVIEWS ARE VERY DECEPTIVE. They were most likely written by people who got paid to write the reviews.
Will L.
Oct 28, 2013
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Owner makes questionable charges, has deceptive practices and your privacy/identity is not safe. I saw other peoples returns in my sight and their socials, if I pulled out camera phone adios identity. Stay away. I could be more detailed but I'm a little scared. I think she uses service to eliminate bad reviews. Everything looks professional but owner is not. I was originally referred by friend but they apologized having had similar problems
Aaron Woodall
Dec 03, 2012
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Holly is efficient, thorough and knowledgeable. She is accessible and prompt. Holly conducted a thorough analysis of the short and long term tax implications of a Roth IRA conversion. Her advice has always been spot on and very much appreciated. I am absolutely going to refer my friends and family to Holly and her CPA firm.
