Business Details
38 Years
experience
Expert Accounting & Tax Services in Southlake, TX
McIlvain & Associates is a full-service CPA firm dedicated to providing comprehensive accounting, tax, and financial consulting services. Since 1988, we have served clients in Southlake, Texas, and beyond with integrity, care, and expertise. Our team of certified professionals specializes in tailored solutions for businesses and individuals, including tax preparation, bookkeeping, payroll services, financial statement preparation, and strategic financial planning. We prioritize personalized service, leveraging secure technology to protect client data and offer remote accounting support for convenience. Our commitment extends beyond financial expertise to fostering community growth through local initiatives and partnerships.Clients trust us for our decades of experience, transparent communication, and dedication to exceeding expectations. We work closely with businesses across industries, from startups to established organizations, ensuring they have the tools and insights needed for long-term success. Our proactive approach to tax planning and compliance helps clients navigate evolving regulations while optimizing their financial outcomes. By combining technical proficiency with a client-centric philosophy, we aim to be a trusted partner in every client's journey. Our involvement in community projects reflects our belief in giving back and supporting the regions we serve.
Services
Accounting Services
Tax Preparation
Bookkeeping
Payroll Services
Financial Consulting
Tax Planning
Remote Accounting
QuickBooks Support
Financial Statement Preparation
Cash Flow Analysis
Details
- Year established: 1988
Highlights and features
- We have over 35 years of experience in accounting and tax services.
- Our team provides personalized financial strategies tailored to each client's needs.
- We use secure, cutting-edge technology to protect client data.
- Remote accounting services ensure flexibility for clients in any location.
- Our community involvement reflects our commitment to local growth and support.
What people say
Superior service
Peace of mind
Highest quality
Trusted partner
Proactive support
Services
Tax Preparation
We offer comprehensive tax preparation services for individuals, businesses, and nonprofits. Our team stays updated on evolving regulations to ensure accurate filings and strategic planning. Clients benefit from proactive advice to optimize tax outcomes.
Bookkeeping
Our bookkeeping services provide accurate tracking of financial transactions. We manage accounts payable/receivable, bank reconciliations, and financial reporting. This ensures businesses maintain clear, up-to-date records for informed decision-making.
Payroll Services
We handle payroll processing, tax filings, and compliance reporting. Our services reduce administrative burdens while ensuring timely and accurate payments. Clients receive support for wage calculations, direct deposits, and regulatory adherence.
Financial Consulting
Our consulting services focus on strategic financial planning for business growth. We analyze cash flow, budgets, and projections to guide long-term success. Clients gain insights into cost management and profitability optimization.
Remote Accounting
We provide secure remote accounting solutions for clients outside Southlake. Cloud-based tools enable real-time collaboration on bookkeeping, tax, and financial tasks. This ensures accessibility without compromising data security.
People
Kelli Hoffman
Managing Partner
Kelli Hoffman leads McIlvain & Associates with over 20 years of experience in public accounting. She specializes in tax strategy and financial planning for small businesses and individuals.
Tasha Whiddon
Senior CPA Partner
Tasha Whiddon brings expertise in accounting and tax compliance. She focuses on delivering tailored solutions for clients, ensuring regulatory adherence and financial clarity.
Elle Brown
Office & Project Manager
Elle Brown oversees administrative operations and project management. Her organizational skills ensure seamless service delivery and client coordination across all firm activities.
Janine Simonetti
Client Relations
Janine Simonetti manages client interactions with a focus on satisfaction. Her 20 years of experience foster strong relationships and personalized support for all clients.
Sandee Sidener
Tax Professional
Sandee Sidener specializes in tax preparation and planning. Her attention to detail ensures clients receive accurate filings and strategic advice for minimizing tax liabilities.
Questions
What accounting services do you offer?
We provide bookkeeping, financial statement preparation, payroll services, tax planning, and strategic financial consulting tailored to business and individual needs.
Do you offer remote accounting support?
Yes, we use secure cloud-based technology to deliver remote accounting services for clients outside Southlake or those preferring virtual collaboration.
How do you handle tax planning for businesses?
Our tax planning focuses on long-term strategies to optimize liabilities, ensure compliance, and align with business goals using proactive advice and regulatory expertise.
Is my financial data secure with your firm?
We employ advanced security measures and compliance protocols to protect client data during all accounting and tax processes.
What community initiatives do you support?
We actively participate in local events, food drives, and partnerships with organizations like The Vine Academy to support community development in Grapevine and Southlake.
Reviews (2)
Jordan Patterson
Mar 03, 2020
Report
We've been customers of McIlvain & Associates for years. There truly is no other company we would promote more for any type of accounting services. They are very intelligent, motivated, and determined to help each of their customers. They are constantly on top of all tax revisions, code updates, newly passed bills, and tax reforms that come down at the last minute. They are the best of the best!
Joe H.
May 05, 2015
Report
2014 - I have used this accounting firm for my business and personal for two years and Kelli Strube for four. This is the most help I have ever gotten for my money. They are happy to answer any questions and walk you through any issues or ideas. Upfront about cost and options. I currently recommend this firm to all of my friends, family and associates. 2015 - another year and still great service! A big thank you to Kelli and the team.
