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Dana McGuffin CPA

(14)

Corporate
Questions

“The whole team at Knutson CPA has been very helpful on helping me set up my corporation and fixing problems created by my ignorance regarding taxes and the negligence of previous accountants.”

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Jimmy D. Walker CPA

(5)

“He found mistakes that my prior CPA (a mid-tier firm) had made, he handled an audit for me with ease (probably from the mistakes of the prior firm), and he helped me realize some meaningful refunds that would have been lost forever if I hadn't had an...”

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Milbern Ray & Company

(2)

“One of the best local/regional accounting firms in the entire Metroplex.”

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McIlvain & Associates Cpa's

(4)

“They are constantly on top of all tax revisions, code updates, newly passed bills, and tax reforms that come down at the last minute.”

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Gotaccountants.com

(2)

“I would recommend them to anyone needing help with their books and back taxes!”

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Traci D. Johnson, CPA

(4)

“You cannot go wrong using this firm for your accounting needs.”

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The 24 firms listed for Southlake, TX prepare accounts, statements and returns for businesses and individuals. What each says about its services and software comes from its own website; ratings and quotes come from public reviews.

Area overview: Southlake, TX

Of the 24 firms we list here, 8 are in Southlake itself and 16 come from towns including Irving (4, 12 mi), Fort Worth (4, 17 mi) and Keller (1, 3 mi). 22 of the firms on this page have a rating, from 4.4 to 5.0 across 1,213 reviews; 8 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (90%), responsiveness (88%) and quality (73%). The topics that come up most in reviews of the firms on this page are "communication", "knowledge" and "patient". 2 are open around the clock; 8 are open on Saturdays and 3 on Sundays. 6 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 75 years. 2 offer urgent consultations; 2 offer payment plans; 6 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 17 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are accounting firms outside Southlake listed on this page?

Inside Southlake itself the count is 8 of the 24 firms. The remainder come from other towns within 25 mi. Accounting work travels well, so the relevant question is usually state and industry rather than distance. Distances are straight-line.

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Reveal Business Solutions

FAQs

What is a financial forecast and why do I need one?

A financial forecast involves deciding what will happen in the future by analyzing what happened in the past and the present. Financial forecasts help business owners make better decisions when dealing with uncertainty and are an essential part of business planning and budgeting. For example, a financial forecast can help you evaluate the outcome of raising prices 1% vs. reducing costs by 1% by allowing you to compare and identify the preferred scenario.

What are People Advisory Services?

The purpose of People Advisory Services is to help you attract and retain talent, as well as foster a motivated workforce that will support the growth of your business. Reveal makes it easy for you to offer a competitive benefits package that delivers a convenient, employee-friendly experience without the big administrative cost. We can also help you implement electronic streamlined employment offers, employee onboarding, employee surveys and more.

What accounting software do you use?

We use QuickBooks Online (QBO) because it integrates with many more tools and apps that makes the work incredibly efficient. For example, apps that integrate with QBO map data and populate forms automatically, eliminating the need for a lot of routine data entry, while improving accuracy and delivering better value. Once the system is in place, our clients retain the administrative access to the tech stack.

What type of client is the best fit for an outsourced CFO service?

You are a good fit for an outsourced CFO service if: Your business is growing. You have the humility and self-awareness to know the value of expertise and the positive impact it can have on your business and profitability. You are coachable and want to grow as a business leader. You can carve out time to engage in the process and be responsive. We generally work best with businesses with the following attributes: Businesses offering professional services, such as consulting, project management, construction management, coaching, tutoring, car repair, law firms, etc. Small to medium sized construction companies Have an annual revenue of $2M +. Aspire to reach the next level and would like help growing their business Thinking about selling their business in 2-5 years.

Other questions that you might have are answered on the FAQ page of our website.

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Thomas Stephen & Company

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Williams & Kunkel Cpas

(47)

Happy
Strategies
Income

“My business is different just lie everyone else's, and they catered a tax strategy plan that meets my needs and gives me the benefits I was looking for.”

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Exquisite Tax Service

(49)

Tax Services
Knowledge
Understanding

“I highly recommend Shalisa for anyone seeking professional tax services, she possesses a wealth of knowledge, outstanding attention to detail, excellent communication skills, and a commitment to delivering exceptional results.”

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Dilucci CPA Firm

(50)

Work
Results
Documents

“In doing so, they had an experienced tax attorney and accountant review my file and work with me to successfully resolve a complex dispute with the IRS.”

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Tax Clean Up

(48)

Tax Return
Call
Understanding

“The specific topic I had questions regarding weren't in his area of specialty but he was super nice and able to get me in the right spot, talking to the right people.”

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Cadoli Multiservices

(47)

Lawyer
Quality
Happy

“In my personal case i use the services of caroldi multiservice because of the professionalism and the good deal they have with the customer, successful”

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PFS Financial

(50)

Communication
Needs
Transparent

“Mohammad and Adham were not just experts in their field but had an uncanny ability to anticipate my needs, making the whole experience feel tailor-made for me.”

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Maxumus TAX

(45)

Refund
Fraud
Money

“James is a real professional tax man been filing for about 4yrs one of the best to ever do it run don't walk i promise you he'll get you right and I'm talking from experience he won't let you down.”

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Jeremy A. Johnson, CPA

(31)

Team
Financial
Review

“His business has grown exponentially since we've met and I know that is only attributed to his charismatic personality and knowledge of all things financial.”

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Profusion Taxes

(49)

Documents
Tax Preparer
Polite

“I recently had the pleasure of working with Mehdi for my tax preparation and planning needs, and I am thoroughly impressed with the service I received.”

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Groce Law Firm

(24)

Knowledge
Accounting
Team

“David Groce and his Team are amazing to work with, they take the time to understand our business, are very knowledgable, detailed, thorough and most importantly very easy to work with.”

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PRO TAX Refunds

(31)

Scam
Taxpayer Identification Number
Company

“I would recommend Yacine, she helped create a ITIN number since I didn't have social, it was very helpful since I didn't have social number as an international student.”

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Manjula P. Modi CPA

(38)

2022
Price
Communication

“Not only is she experienced, knowledgeable, cordial, courteous and professional, she's great at sitting down with you & truly listening and answering your questions.”

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Tax Time Financial Services

(25)

Finances
Tax Consultant
Floor

“When you're in the office you get a chance to oversee the water with their large floor-to-ceiling windows that gives you a view of the entire city while you're getting your taxes done.”

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Tax Fix Now

(10)

“Lindsey has assisted us in a number of decisions to make our tax burden easier to handle, especially since we've had 2 kids in college for the majority of the last decade with our 4 children.”

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Alfredo Robledo CPA

(12)

Questions

“I find that he is not only thorough but so easy to work with and always willing to discuss any concerns and answer any tax/financial questions during the year.”

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Paul B. Moore, CPA

(29)

Documents
Money

“I forgot a document this year, and Patrick was kind enough to let me bring it in a couple days later to finish my taxes no problems, no issues and at no extra charge for his time.”

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Best Accountants in Southlake, TX

Dana McGuffin CPA

Jimmy D. Walker CPA

Milbern Ray & Company

McIlvain & Associates Cpa's

Gotaccountants.com

Traci D. Johnson, CPA

Area overview: Southlake, TX

Reveal Business Solutions

Thomas Stephen & Company

Williams & Kunkel Cpas

Exquisite Tax Service

Dilucci CPA Firm

Tax Clean Up

Cadoli Multiservices

PFS Financial

Maxumus TAX

Jeremy A. Johnson, CPA

Profusion Taxes

Groce Law Firm

PRO TAX Refunds

Manjula P. Modi CPA

Tax Time Financial Services

Tax Fix Now

Alfredo Robledo CPA

Paul B. Moore, CPA

Why these companies made our list

Accountants near Southlake

Popular in Southlake

Tools: Accountants