Southlake accounting, tax, and reporting for owners who need one steady finance partner.
McIlvain brings books, payroll, tax planning, and reporting together so the business runs cleaner and decisions come faster.
Complete finance support for owners who have outgrown patchwork help.
Books, payroll, tax planning, and reporting working together under one roof.
Southlake roots with a business-owner lens, not a filing-only mindset.
Southlake CPA firm
Built for owners who need more than tax prep once a year.
52 reviews
Public reviews point to timely, professional tax work, while directory profiles reinforce the firm’s long Southlake track record.
- • Owners tired of juggling separate finance vendors
- • Real estate and property operators needing cleaner reporting
- • Dental, medical, veterinary, and specialty practices
1110 N. Kimball Ave Ste 100
Southlake, TX 76092
Established. Reviewed. Still built for serious owners.
The public trust story is strong. The site should feel like it.
What owners see before they call
Strong reviews, a long local track record, and visible community ties.
“McIlvain efficiently completed urgent tax work on time in a professional and accurate manner.”
“Serving the area for more than 35 years and long-time members of the Southlake Chamber of Commerce.”
“Yelp currently shows a 4.3-star rating across 52 reviews.”
Complete Financial Outsourcing
Books, payroll, tax planning, and reporting working together under one roof.
Complete Financial Outsourcing
One accountable relationship for bookkeeping, payroll, tax planning, reporting, and sharper owner decision support.
Why it matters
The site should make this the clearest headline service, not bury it inside equal-weight cards.
Bookkeeping & Payroll
Keep the back office current, organized, and moving without payroll-day chaos or stale books.
Tax Planning & Preparation
Move beyond deadline scrambling with planning that happens early enough to matter.
Financial Reporting & Advisory
Turn the numbers into cleaner operating decisions, better timing, and fewer surprises.
Built for business owners, not just filing season.
McIlvain & Associates has served North Texas businesses since 1988. For owners, that experience matters when the books need to stay current, payroll cannot miss, and tax decisions need to happen before deadlines close in.
The value is simple: one finance relationship that keeps the moving pieces aligned and gives owners a clearer view of what to do next.
- • Current books they can trust
- • Payroll that does not keep spilling into the week
- • Tax planning early enough to change the outcome
- • Reporting that sharpens the next decision
A better fit for owner-led businesses
Especially when payroll, reporting, tax work, and cash decisions all need to stay aligned.
Real Estate Investors & Property Groups
Support for investors, developers, property managers, and owner-operators with multiple moving pieces.
See the angle →Dental Practices
For practices balancing payroll, production, overhead, and owner compensation.
See the angle →Medical, Chiropractic & Wellness Clinics
Adjacent healthcare operators that need disciplined books, reliable payroll, and proactive tax strategy.
See the angle →Veterinary Practices & Animal Care
Operationally busy practices where finance needs to keep up with staffing, inventory, and growth.
See the angle →Professional Services Firms
Law firms, agencies, consultancies, and other owner-led firms that need cleaner reporting and tax coordination.
See the angle →Construction, Trades & Field Services
For operators juggling crews, job costs, payroll timing, and cash flow pressure.
See the angle →Retail, Hospitality & Multi-Location Operators
Finance support for businesses managing shifting labor, locations, and tighter margins.
See the angle →Family-Owned & Entrepreneurial Businesses
Owners who want a steady finance partner as the business gets bigger and more complex.
See the angle →Experienced leadership. Local accountability.
A long-standing Southlake firm with visible people behind the work.
Kelli Hoffman
Managing Partner
Public company materials identify Kelli Hoffman as one of the managing partners guiding McIlvain through its current Southlake chapter.
View public profile signal →Tasha Whiddon
Managing Partner
Public profiles identify Tasha Whiddon, MBA, CPA as part of the firm’s leadership continuity and the advisory depth behind the accounting relationship.
View public profile signal →Janine Simonetti
Business Development Manager
The Southlake Chamber listing names Janine Simonetti as the business development contact, reinforcing that the firm is active and community-facing, not invisible online.
Frequently asked questions
Straight answers on services, fit, and how the firm works.
What does complete financial outsourcing mean? +
It means one firm coordinates your books, payroll, tax work, and reporting, so you spend less time managing handoffs and more time running the business.
Who is the right fit for McIlvain? +
McIlvain is a strong fit for owners who have outgrown piecing things together between a bookkeeper, payroll provider, and separate tax preparer.
Do they only handle taxes? +
No. McIlvain also works across bookkeeping, payroll, reporting, and ongoing tax planning.
What kinds of businesses line up well with this model? +
Owner-led businesses with moving parts tend to benefit most, including real estate groups, dental and medical practices, veterinary operators, and professional service firms.
Where is the office? +
McIlvain is located at 1110 N. Kimball Ave., Suite 100 in Southlake, Texas.
How established is the firm? +
Public company and directory profiles place the firm’s founding in 1988, with more than 35 years serving the Southlake area.
If the back office is costing you time, speed, or clarity, start there.
McIlvain works with owners who want cleaner books, steadier payroll, earlier tax planning, and reporting they can actually use.
Schedule a consultation