One trusted partner for accounting, tax, payroll, and reporting.
McIlvain supports business owners from Southlake to the broader Dallas-Fort Worth area, across Texas, and beyond with books, payroll, tax planning, and reporting working together.
Complete finance support for owners who have outgrown patchwork help.
Books, payroll, tax planning, and reporting working together under one roof.
Southlake roots with the capacity to support business owners well beyond the local market.
Southlake accounting and tax firm
Built for owners who want one team handling the moving parts.
in business
Serving Southlake-area businesses since day one.
- • Owners tired of juggling separate finance vendors
- • Businesses across DFW needing tighter coordination
- • Real estate, healthcare, specialty operators
1110 N. Kimball Ave Ste 100
Southlake, TX 76092
Established. Reviewed. Still built for serious owners.
Long-standing Southlake roots, steady leadership, and a strong Google rating.
Owners keep coming back for a reason.
Clear communication, on-time work, and a Southlake firm with roots going back to 1988.
“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.”
“Google currently shows a 4.5-star rating for the firm.”
One finance relationship. Four core services.
Books, payroll, tax planning, and reporting working together under one roof.
Books
→Monthly books stay current.
Payroll
→Payroll runs on clean numbers.
Tax planning
→Tax decisions happen earlier.
Reporting
Reporting reflects the whole picture.
Complete Financial Outsourcing
One accountable relationship for bookkeeping, payroll, tax planning, reporting, and sharper owner decision support.
Why owners choose it
One team helping the books, payroll, tax planning, and reporting stay coordinated as the business gets more complex.
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.
Instead of separate bookkeeping, payroll, tax, and reporting conversations, owners get a steadier operating picture from one relationship.
A long-standing accounting relationship should make the business feel calmer, clearer, and easier to run.
That means cleaner books, faster answers, and fewer handoffs between the financial pieces that affect each other.
The fundamentals handled early, cleanly, and in the same conversation.
This is where the relationship becomes valuable: fewer dropped balls, less backtracking, and better financial visibility while decisions still matter.
Current books
Numbers that are clean enough to trust before payroll, taxes, or a cash decision starts to slip.
Steady payroll
A repeatable back-office rhythm so payroll does not keep bleeding into the rest of the week.
Earlier tax planning
Advice early enough to change the outcome rather than explain it after the deadline is close.
Useful reporting
Reporting that helps an owner decide what to fix, fund, or push next.
Industries McIlvain serves
Including professional services, healthcare, real estate, and other businesses with real moving parts.
Real Estate Investors & Property Groups
Support for investors, developers, property managers, and owner-operators with multiple moving pieces.
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Dental Practices
For practices balancing payroll, production, overhead, and owner compensation.
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Medical, Chiropractic & Wellness Clinics
Adjacent healthcare operators that need disciplined books, reliable payroll, and proactive tax strategy.
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Veterinary Practices & Animal Care
Operationally busy practices where finance needs to keep up with staffing, inventory, and growth.
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Professional Services Firms
Law firms, agencies, consultancies, and other owner-led firms that need cleaner reporting and tax coordination.
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Construction, Trades & Field Services
For operators juggling crews, job costs, payroll timing, and cash flow pressure.
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Retail, Hospitality & Multi-Location Operators
Finance support for businesses managing shifting labor, locations, and tighter margins.
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Family-Owned & Entrepreneurial Businesses
Owners who want a steady finance partner as the business gets bigger and more complex.
View industry page →Partner-led. Backed by a team owners can trust.
Leadership you can name, supported by a capable team behind the work.
Managing partner Kelli Hoffman
Managing Partner
Kelli Hoffman is one of the managing partners helping guide McIlvain’s work with Southlake business owners.
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Managing partner Tasha Whiddon
Managing Partner
Tasha Whiddon, MBA, CPA is one of the managing partners behind McIlvain’s accounting, tax, and advisory depth.
View LinkedIn profile →
Backed by a skilled, talented, responsible, and trustworthy team.
The partner relationship is visible up front, and the work is supported by a broader team that helps keep details moving, deadlines met, and clients taken care of.
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.
Get a consult